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MSA Advisors’s Microsoft MSFT Stock Holding History

MSA 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 		$14.3M Buy
38,620
+2,520
+7% +$1.05M 4.3% 7
2025
Q4 		$17.5M Sell
36,100
-2,540
-7% -$1.27M 4.37% 8
2025
Q3 		$20M Hold
38,640
– – 5% 6
2025
Q2 		$19.2M Sell
38,640
-1,800
-4% -$782K 4.82% 6
2025
Q1 		$15.2M Buy
40,440
+2,540
+7% +$1.04M 3.89% 6
2024
Q4 		$16M Sell
37,900
-2,540
-6% -$1.08M 4% 6
2024
Q3 		$17.4M Sell
40,440
-5,950
-13% -$2.54M 4.49% 6
2024
Q2 		$20.7M Buy
46,390
+300
+0.7% +$127K 5.94% 6
2024
Q1 		$19.4M Buy
46,090
+12,440
+37% +$5.04M 5.81% 4
2023
Q4 		$12.7M Buy
+33,650
New +$12M 4.41% 7

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

MSA Advisors's MSFT Position: Q1 2026 in Review

MSA Advisors increased its Microsoft (MSFT) stake by 7% in Q1 2026, buying an estimated $1.05M and bringing the position to 38,620 shares worth $14.3M. The position accounts for 4.3% of the portfolio, ranked #7.

MSA Advisors first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $20.7M in Q2 2024. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • MSA Advisors held 38,620 shares of Microsoft worth $14.3M as of Q1 2026.
  • MSA Advisors bought 2,520 Microsoft shares in Q1 2026, an estimated $1.05M.
  • Microsoft made up 4.3% of MSA Advisors's portfolio in Q1 2026, its #7 holding.
  • MSA Advisors first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • MSA Advisors's Microsoft position peaked at $20.7M in Q2 2024.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on MSA Advisors's 13F filing for Q1 2026, filed 18 May 2026.