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MMBG Investment Advisors’s Microsoft MSFT Stock Holding History

MMBG Investment Advisors’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 		$72.4M Buy
195,632
+8,442
+5% +$3.53M 6.65% 4
2025
Q4 		$90.5M Buy
187,190
+919
+0.5% +$461K 7.62% 3
2025
Q3 		$96.5M Sell
186,271
-3,645
-2% -$1.86M 8.54% 2
2025
Q2 		$94.5M Buy
189,916
+11,007
+6% +$4.78M 9.4% 1
2025
Q1 		$67.2M Buy
178,909
+4,577
+3% +$1.87M 7.59% 3
2024
Q4 		$73.5M Sell
174,332
-2,286
-1% -$974K 7.8% 3
2024
Q3 		$76M Sell
176,618
-255
-0.1% -$109K 7.93% 2
2024
Q2 		$79.1M Sell
176,873
-10,003
-5% -$4.22M 8.47% 2
2024
Q1 		$78.6M Sell
186,876
-2,130
-1% -$862K 8.29% 2
2023
Q4 		$71.1M Sell
189,006
-11,612
-6% -$4.13M 8.36% 2
2023
Q3 		$63.3M Sell
200,618
-10,950
-5% -$3.62M 7.98% 3
2023
Q2 		$71.1M Sell
211,568
-11,508
-5% -$3.61M 8.63% 2
2023
Q1 		$64.3M Sell
223,076
-35,310
-14% -$9.01M 8.15% 2
2022
Q4 		$62M Buy
258,386
+6,722
+3% +$1.61M 8.2% 2
2022
Q3 		$58.6M Buy
251,664
+271
+0.1% +$71.6K 7.85% 2
2022
Q2 		$64.6M Buy
251,393
+20,847
+9% +$5.66M 8.01% 2
2022
Q1 		$71.1M Buy
230,546
+4,833
+2% +$1.45M 7.41% 3
2021
Q4 		$75.9M Buy
+225,713
New +$73.2M 7.3% 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

MMBG Investment Advisors's MSFT Position: Q1 2026 in Review

MMBG Investment Advisors increased its Microsoft (MSFT) stake by 4.5% in Q1 2026, buying an estimated $3.53M and bringing the position to 195,632 shares worth $72.4M. The position accounts for 6.65% of the portfolio, ranked #4.

MMBG Investment Advisors first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $96.5M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • MMBG Investment Advisors held 195,632 shares of Microsoft worth $72.4M as of Q1 2026.
  • MMBG Investment Advisors bought 8,442 Microsoft shares in Q1 2026, an estimated $3.53M.
  • Microsoft made up 6.65% of MMBG Investment Advisors's portfolio in Q1 2026, its #4 holding.
  • MMBG Investment Advisors first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • MMBG Investment Advisors's Microsoft position peaked at $96.5M in Q3 2025.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on MMBG Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.