MONECO Advisors’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 | $19.5M | Buy |
52,806
+901
| +2% | +$377K | 1.52% | 16 |
|
|
2025
Q4 | $25.1M | Buy |
51,905
+773
| +2% | +$387K | 1.99% | 8 |
|
|
2025
Q3 | $26.5M | Buy |
51,132
+2,505
| +5% | +$1.28M | 2.21% | 6 |
|
|
2025
Q2 | $24.2M | Buy |
48,627
+94
| +0.2% | +$40.8K | 2.25% | 4 |
|
|
2025
Q1 | $18.2M | Buy |
48,533
+6,061
| +14% | +$2.47M | 1.89% | 11 |
|
|
2024
Q4 | $17.9M | Buy |
42,472
+2,778
| +7% | +$1.18M | 1.89% | 8 |
|
|
2024
Q3 | $17.1M | Sell |
39,694
-100
| -0.3% | -$42.7K | 2.13% | 6 |
|
|
2024
Q2 | $17.8M | Buy |
39,794
+1,960
| +5% | +$828K | 2.61% | 4 |
|
|
2024
Q1 | $15.9M | Buy |
37,834
+2,382
| +7% | +$964K | 2.53% | 4 |
|
|
2023
Q4 | $13.3M | Buy |
35,452
+9,689
| +38% | +$3.45M | 2.54% | 4 |
|
|
2023
Q3 | $8.13M | Buy |
25,763
+897
| +4% | +$296K | 2.21% | 7 |
|
|
2023
Q2 | $8.47M | Buy |
24,866
+108
| +0.4% | +$33.8K | 2.3% | 7 |
|
|
2023
Q1 | $7.14M | Buy |
24,758
+3,427
| +16% | +$874K | 2.1% | 8 |
|
|
2022
Q4 | $5.12M | Buy |
21,331
+222
| +1% | +$53.3K | 1.85% | 11 |
|
|
2022
Q3 | $4.92M | Buy |
21,109
+613
| +3% | +$162K | 1.97% | 10 |
|
|
2022
Q2 | $5.26M | Buy |
20,496
+1,331
| +7% | +$361K | 2.04% | 9 |
|
|
2022
Q1 | $5.91M | Buy |
19,165
+914
| +5% | +$275K | 2.17% | 8 |
|
|
2021
Q4 | $5.5M | Buy |
18,251
+491
| +3% | +$159K | 2.07% | 9 |
|
|
2021
Q3 | $5.01M | Buy |
17,760
+1,259
| +8% | +$366K | 1.98% | 9 |
|
|
2021
Q2 | $4.47M | Sell |
16,501
-2,770
| -14% | -$704K | 2.06% | 7 |
|
|
2021
Q1 | $4.54M | Buy |
19,271
+1,428
| +8% | +$331K | 2.21% | 7 |
|
|
2020
Q4 | $3.86M | Buy |
17,843
+23
| +0.1% | +$4.95K | 2.13% | 7 |
|
|
2020
Q3 | $3.75M | Buy |
17,820
+1,283
| +8% | +$269K | 2.39% | 7 |
|
|
2020
Q2 | $3.37M | Buy |
16,537
+1,982
| +14% | +$360K | 2.63% | 8 |
|
|
2020
Q1 | $2.29M | Sell |
14,555
-2,345
| -14% | -$386K | 2.35% | 9 |
|
|
2019
Q4 | $2.82M | Sell |
16,900
-485
| -3% | -$71.2K | 2.01% | 11 |
|
|
2019
Q3 | $2.42M | Buy |
17,385
+418
| +2% | +$57.5K | 1.88% | 12 |
|
|
2019
Q2 | $2.27M | Sell |
16,967
-2,147
| -11% | -$273K | 1.83% | 12 |
|
|
2019
Q1 | $2.25M | Buy |
19,114
+6,763
| +55% | +$738K | 1.82% | 11 |
|
|
2018
Q4 | $1.25M | Buy |
+12,351
| New | +$1.32M | 1.46% | 15 |
|
Other funds holding MSFT
VCM
VPM
MONECO Advisors's MSFT Position: Q1 2026 in Review
MONECO Advisors increased its Microsoft (MSFT) stake by 1.7% in Q1 2026, buying an estimated $377K and bringing the position to 52,806 shares worth $19.5M. The position accounts for 1.52% of the portfolio, ranked #16.
MONECO Advisors first reported a position in MSFT in Q4 2018 and has held it in 30 quarters since. The position peaked at $26.5M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- MONECO Advisors held 52,806 shares of Microsoft worth $19.5M as of Q1 2026.
- MONECO Advisors bought 901 Microsoft shares in Q1 2026, an estimated $377K.
- Microsoft made up 1.52% of MONECO Advisors's portfolio in Q1 2026, its #16 holding.
- MONECO Advisors first reported a position in Microsoft in Q4 2018 and has held it in 30 quarters since.
- MONECO Advisors's Microsoft position peaked at $26.5M in Q3 2025.
- 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.