MML Investors Services’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$499M Sell
1,347,117
-88,846
-6% -$37.2M 1.38% 4
2025
Q4
$694M Buy
1,435,963
+119,498
+9% +$59.9M 1.69% 4
2025
Q3
$682M Buy
1,316,465
+21,996
+2% +$11.2M 1.82% 3
2025
Q2
$644M Buy
1,294,469
+49,219
+4% +$21.4M 1.86% 2
2025
Q1
$467M Buy
1,245,250
+73,452
+6% +$29.9M 1.56% 4
2024
Q4
$494M Buy
1,171,798
+55,350
+5% +$23.6M 1.7% 4
2024
Q3
$480M Buy
1,116,448
+52,432
+5% +$22.4M 1.75% 4
2024
Q2
$476M Sell
1,064,016
-42,254
-4% -$17.8M 1.92% 2
2024
Q1
$465M Sell
1,106,270
-5,034
-0.5% -$2.04M 1.92% 2
2023
Q4
$418M Buy
1,111,304
+110,861
+11% +$39.5M 1.93% 2
2023
Q3
$316M Buy
1,000,443
+33,727
+3% +$11.1M 1.75% 3
2023
Q2
$329M Buy
966,716
+64,195
+7% +$20.1M 1.81% 3
2023
Q1
$260M Sell
902,521
-60,042
-6% -$15.3M 1.84% 2
2022
Q4
$231M Buy
962,563
+42,946
+5% +$10.3M 1.52% 3
2022
Q3
$214M Buy
919,617
+43,256
+5% +$11.4M 1.62% 4
2022
Q2
$225M Buy
876,361
+74,873
+9% +$20.3M 1.71% 4
2022
Q1
$247M Buy
801,488
+54,192
+7% +$16.3M 1.74% 5
2021
Q4
$251M Buy
747,296
+16,248
+2% +$5.27M 1.81% 5
2021
Q3
$206M Buy
731,048
+27,767
+4% +$8.08M 1.64% 5
2021
Q2
$191M Buy
703,281
+30,274
+4% +$7.7M 1.6% 5
2021
Q1
$159M Buy
673,007
+31,959
+5% +$7.42M 1.52% 6
2020
Q4
$143M Buy
641,048
+52,699
+9% +$11.3M 1.52% 6
2020
Q3
$124M Buy
588,349
+10,498
+2% +$2.2M 1.55% 6
2020
Q2
$118M Buy
577,851
+57,611
+11% +$10.5M 1.57% 6
2020
Q1
$82M Buy
520,240
+39,793
+8% +$6.54M 1.41% 7
2019
Q4
$75.8M Buy
480,447
+35,587
+8% +$5.23M 1.08% 9
2019
Q3
$61.8M Sell
444,860
-54,849
-11% -$7.54M 1% 15
2019
Q2
$66.9M Buy
499,709
+23,348
+5% +$2.96M 0.96% 14
2019
Q1
$56.2M Buy
476,361
+38,056
+9% +$4.15M 0.87% 16
2018
Q4
$44.5M Buy
438,305
+39,206
+10% +$4.2M 0.8% 19
2018
Q3
$45.6M Buy
399,099
+115,601
+41% +$12.5M 0.77% 18
2018
Q2
$28M Buy
283,498
+13,718
+5% +$1.33M 0.61% 32
2018
Q1
$24.6M Sell
269,780
-13,251
-5% -$1.21M 0.52% 45
2017
Q4
$24.2M Buy
283,031
+12,518
+5% +$1.03M 0.46% 55
2017
Q3
$20.2M Sell
270,513
-2,556
-0.9% -$187K 0.42% 64
2017
Q2
$18.8M Buy
273,069
+25,862
+10% +$1.78M 0.36% 74
2017
Q1
$16.3M Buy
+247,207
New +$15.8M 0.33% 38

Other funds holding MSFT

MML Investors Services's MSFT Position: Q1 2026 in Review

MML Investors Services reduced its Microsoft (MSFT) stake by 6.2% in Q1 2026, selling an estimated $37.2M and leaving 1,347,117 shares worth $499M. The position accounts for 1.38% of the portfolio, ranked #4.

MML Investors Services first reported a position in MSFT in Q1 2017 and has held it in 37 quarters since. The position peaked at $694M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • MML Investors Services held 1,347,117 shares of Microsoft worth $499M as of Q1 2026.
  • MML Investors Services sold 88,846 Microsoft shares in Q1 2026, an estimated $37.2M.
  • Microsoft made up 1.38% of MML Investors Services's portfolio in Q1 2026, its #4 holding.
  • MML Investors Services first reported a position in Microsoft in Q1 2017 and has held it in 37 quarters since.
  • MML Investors Services's Microsoft position peaked at $694M in Q4 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.