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MSH Capital Advisors’s Microsoft MSFT Stock Holding History

MSH Capital 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 		$7.66M Buy
20,706
+1,460
+8% +$611K 1.62% 9
2025
Q4 		$9.31M Buy
19,246
+3,485
+22% +$1.75M 1.99% 6
2025
Q3 		$8.16M Buy
15,761
+29
+0.2% +$14.8K 2.19% 8
2025
Q2 		$7.83M Sell
15,732
-165
-1% -$71.7K 2.25% 5
2025
Q1 		$5.97M Sell
15,897
-249
-2% -$102K 1.85% 10
2024
Q4 		$6.81M Buy
16,146
+97
+0.6% +$41.3K 2.14% 6
2024
Q3 		$6.91M Buy
16,049
+152
+1% +$65K 2.11% 5
2024
Q2 		$7.11M Buy
15,897
+10
+0.1% +$4.22K 2.37% 6
2024
Q1 		$6.68M Sell
15,887
-416
-3% -$168K 2.35% 6
2023
Q4 		$6.13M Sell
16,303
-1,186
-7% -$422K 2.29% 5
2023
Q3 		$5.52M Sell
17,489
-890
-5% -$294K 2.17% 5
2023
Q2 		$6.26M Sell
18,379
-457
-2% -$143K 2.29% 5
2023
Q1 		$5.43M Buy
18,836
+429
+2% +$109K 2.32% 5
2022
Q4 		$4.41M Buy
18,407
+720
+4% +$173K 1.99% 8
2022
Q3 		$4.12M Sell
17,687
-325
-2% -$85.8K 2.03% 8
2022
Q2 		$4.63M Buy
18,012
+770
+4% +$209K 2.15% 7
2022
Q1 		$5.32M Buy
17,242
+2,536
+17% +$763K 2.19% 8
2021
Q4 		$4.95M Buy
+14,706
New +$4.77M 2.21% 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

MSH Capital Advisors's MSFT Position: Q1 2026 in Review

MSH Capital Advisors increased its Microsoft (MSFT) stake by 7.6% in Q1 2026, buying an estimated $611K and bringing the position to 20,706 shares worth $7.66M. The position accounts for 1.62% of the portfolio, ranked #9.

MSH Capital Advisors first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.31M in Q4 2025. 6,180 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • MSH Capital Advisors held 20,706 shares of Microsoft worth $7.66M as of Q1 2026.
  • MSH Capital Advisors bought 1,460 Microsoft shares in Q1 2026, an estimated $611K.
  • Microsoft made up 1.62% of MSH Capital Advisors's portfolio in Q1 2026, its #9 holding.
  • MSH Capital Advisors first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • MSH Capital Advisors's Microsoft position peaked at $9.31M in Q4 2025.
  • 6,180 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.