Mount Yale Investment 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 | $85.5M | Buy |
230,977
+108,102
| +88% | +$45.2M | 1.98% | 4 |
|
|
2025
Q4 | $59.4M | Buy |
122,875
+47,495
| +63% | +$23.8M | 2.86% | 4 |
|
|
2025
Q3 | $39M | Buy |
75,380
+33,330
| +79% | +$17M | 2.72% | 2 |
|
|
2025
Q2 | $20.8M | Buy |
42,050
+527
| +1% | +$229K | 1.62% | 9 |
|
|
2025
Q1 | $15.6M | Sell |
41,523
-805
| -2% | -$328K | 1.34% | 8 |
|
|
2024
Q4 | $17.8M | Buy |
42,328
+5,958
| +16% | +$2.54M | 1.44% | 8 |
|
|
2024
Q3 | $15.7M | Sell |
36,370
-9,819
| -21% | -$4.2M | 1.5% | 3 |
|
|
2024
Q2 | $20.6M | Sell |
46,189
-552
| -1% | -$233K | 1.64% | 8 |
|
|
2024
Q1 | $19.7M | Buy |
46,741
+8,604
| +23% | +$3.48M | 1.51% | 7 |
|
|
2023
Q4 | $14.3M | Buy |
38,137
+948
| +3% | +$337K | 1.36% | 5 |
|
|
2023
Q3 | $11.7M | Buy |
37,189
+452
| +1% | +$149K | 1.28% | 5 |
|
|
2023
Q2 | $12.5M | Sell |
36,737
-1,313
| -3% | -$412K | 1.33% | 5 |
|
|
2023
Q1 | $11M | Sell |
38,050
-2,846
| -7% | -$726K | 1.23% | 4 |
|
|
2022
Q4 | $9.81M | Sell |
40,896
-2,063
| -5% | -$495K | 1.11% | 6 |
|
|
2022
Q3 | $10M | Buy |
42,959
+533
| +1% | +$141K | 1.33% | 4 |
|
|
2022
Q2 | $10.9M | Buy |
42,426
+1,997
| +5% | +$542K | 1.37% | 4 |
|
|
2022
Q1 | $12.5M | Buy |
40,429
+270
| +0.7% | +$81.2K | 1.36% | 4 |
|
|
2021
Q4 | $13.5M | Buy |
40,159
+364
| +0.9% | +$118K | 1.4% | 5 |
|
|
2021
Q3 | $11.2M | Buy |
39,795
+3,496
| +10% | +$1.02M | 1.29% | 5 |
|
|
2021
Q2 | $9.83M | Buy |
36,299
+2,057
| +6% | +$523K | 1.19% | 7 |
|
|
2021
Q1 | $8.07M | Buy |
34,242
+9,647
| +39% | +$2.24M | 1.05% | 10 |
|
|
2020
Q4 | $5.47M | Sell |
24,595
-146
| -0.6% | -$31.4K | 0.77% | 24 |
|
|
2020
Q3 | $5.2M | Buy |
24,741
+3,226
| +15% | +$678K | 0.74% | 20 |
|
|
2020
Q2 | $4.38M | Buy |
21,515
+9,093
| +73% | +$1.65M | 0.78% | 31 |
|
|
2020
Q1 | $1.96M | Buy |
12,422
+2,203
| +22% | +$362K | 0.44% | 57 |
|
|
2019
Q4 | $1.74M | Sell |
10,219
-1,607
| -14% | -$236K | 0.3% | 85 |
|
|
2019
Q3 | $1.74M | Buy |
11,826
+1,510
| +15% | +$208K | 0.31% | 83 |
|
|
2019
Q2 | $1.4M | Sell |
10,316
-834
| -7% | -$106K | 0.26% | 90 |
|
|
2019
Q1 | $1.31M | Sell |
11,150
-489
| -4% | -$53.4K | 0.25% | 98 |
|
|
2018
Q4 | $1.23M | Sell |
11,639
-3,588
| -24% | -$384K | 0.25% | 97 |
|
|
2018
Q3 | $1.71M | Sell |
15,227
-373
| -2% | -$40.4K | 0.3% | 77 |
|
|
2018
Q2 | $1.54M | Buy |
15,600
+362
| +2% | +$35.1K | 0.29% | 85 |
|
|
2018
Q1 | $1.39M | Buy |
+15,238
| New | +$1.39M | 0.3% | 84 |
|
Other funds holding MSFT
VCM
VPM
Mount Yale Investment Advisors's MSFT Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its Microsoft (MSFT) stake by 88% in Q1 2026, buying an estimated $45.2M and bringing the position to 230,977 shares worth $85.5M. The position accounts for 1.98% of the portfolio, ranked #4.
Mount Yale Investment Advisors first reported a position in MSFT in Q1 2018 and has held it in 33 quarters since. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Mount Yale Investment Advisors held 230,977 shares of Microsoft worth $85.5M as of Q1 2026.
- Mount Yale Investment Advisors bought 108,102 Microsoft shares in Q1 2026, an estimated $45.2M.
- Microsoft made up 1.98% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #4 holding.
- Mount Yale Investment Advisors first reported a position in Microsoft in Q1 2018 and has held it in 33 quarters since.
- 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.