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Millstone Evans Group’s Microsoft MSFT Stock Holding History

Millstone Evans Group’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.41M Sell
17,316
-4
-0% -$1.67K 3.85% 3
2025
Q4 		$8.38M Buy
17,320
+1,577
+10% +$790K 4.93% 3
2025
Q3 		$8.15M Buy
15,743
+36
+0.2% +$18.4K 5.18% 3
2025
Q2 		$7.81M Buy
15,707
+128
+0.8% +$55.6K 5.33% 3
2025
Q1 		$5.85M Sell
15,579
-465
-3% -$190K 3.97% 3
2024
Q4 		$6.76M Buy
+16,044
New +$6.83M 4.61% 3

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millstone Evans Group's MSFT Position: Q1 2026 in Review

Millstone Evans Group reduced its Microsoft (MSFT) stake by 0.02% in Q1 2026, selling an estimated $1.67K and leaving 17,316 shares worth $6.41M. The position accounts for 3.85% of the portfolio, ranked #3.

Millstone Evans Group first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.38M in Q4 2025. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Millstone Evans Group held 17,316 shares of Microsoft worth $6.41M as of Q1 2026.
  • Millstone Evans Group sold 4 Microsoft shares in Q1 2026, an estimated $1.67K.
  • Microsoft made up 3.85% of Millstone Evans Group's portfolio in Q1 2026, its #3 holding.
  • Millstone Evans Group first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Millstone Evans Group's Microsoft position peaked at $8.38M in Q4 2025.
  • 6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.