Mutual 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 | $89.3M | Buy |
241,144
+17,610
| +8% | +$7.37M | 1.91% | 7 |
|
|
2025
Q4 | $108M | Buy |
223,534
+10,072
| +5% | +$5.05M | 2.32% | 5 |
|
|
2025
Q3 | $111M | Sell |
213,462
-5,577
| -3% | -$2.85M | 2.45% | 5 |
|
|
2025
Q2 | $113M | Sell |
219,039
-8,508
| -4% | -$3.69M | 2.81% | 5 |
|
|
2025
Q1 | $89.2M | Buy |
227,547
+18,309
| +9% | +$7.46M | 2.55% | 6 |
|
|
2024
Q4 | $88.8M | Sell |
209,238
-2,676
| -1% | -$1.14M | 2.57% | 6 |
|
|
2024
Q3 | $90M | Buy |
211,914
+7,501
| +4% | +$3.21M | 2.63% | 6 |
|
|
2024
Q2 | $87.2M | Sell |
204,413
-23,518
| -10% | -$9.93M | 2.63% | 6 |
|
|
2024
Q1 | $95.9M | Buy |
227,931
+10,409
| +5% | +$4.21M | 3.08% | 5 |
|
|
2023
Q4 | $81.8M | Buy |
217,522
+10,659
| +5% | +$3.79M | 2.85% | 5 |
|
|
2023
Q3 | $65.3M | Buy |
206,863
+10,244
| +5% | +$3.39M | 2.55% | 5 |
|
|
2023
Q2 | $67M | Buy |
196,619
+892
| +0.5% | +$280K | 2.54% | 6 |
|
|
2023
Q1 | $56.4M | Sell |
195,727
-1,593
| -0.8% | -$406K | 2.32% | 6 |
|
|
2022
Q4 | $47.3M | Buy |
197,320
+9,722
| +5% | +$2.33M | 2.12% | 6 |
|
|
2022
Q3 | $43.7M | Buy |
187,598
+24,328
| +15% | +$6.42M | 2.25% | 5 |
|
|
2022
Q2 | $41.9M | Buy |
163,270
+525
| +0.3% | +$142K | 2.78% | 3 |
|
|
2022
Q1 | $50.2M | Buy |
162,745
+5,048
| +3% | +$1.52M | 2.81% | 3 |
|
|
2021
Q4 | $53M | Buy |
157,697
+2,196
| +1% | +$712K | 2.81% | 3 |
|
|
2021
Q3 | $43.8M | Buy |
155,501
+4,042
| +3% | +$1.18M | 2.59% | 3 |
|
|
2021
Q2 | $41M | Buy |
151,459
+203
| +0.1% | +$51.6K | 2.43% | 3 |
|
|
2021
Q1 | $35.7M | Sell |
151,256
-6,119
| -4% | -$1.42M | 2.44% | 3 |
|
|
2020
Q4 | $35M | Sell |
157,375
-6,462
| -4% | -$1.39M | 2.6% | 3 |
|
|
2020
Q3 | $34.5M | Buy |
163,837
+5,456
| +3% | +$1.15M | 2.99% | 3 |
|
|
2020
Q2 | $32.2M | Buy |
158,381
+19,035
| +14% | +$3.46M | 3.17% | 3 |
|
|
2020
Q1 | $22M | Buy |
139,346
+5,617
| +4% | +$924K | 2.98% | 3 |
|
|
2019
Q4 | $21.1M | Buy |
133,729
+9,271
| +7% | +$1.36M | 2.24% | 3 |
|
|
2019
Q3 | $17.3M | Buy |
124,458
+9,752
| +9% | +$1.34M | 2.29% | 3 |
|
|
2019
Q2 | $15.4M | Buy |
114,706
+3,261
| +3% | +$414K | 2% | 5 |
|
|
2019
Q1 | $13.1M | Sell |
111,445
-2,011
| -2% | -$219K | 1.95% | 5 |
|
|
2018
Q4 | $11.5M | Buy |
113,456
+34,253
| +43% | +$3.67M | 2.27% | 5 |
|
|
2018
Q3 | $9.06M | Buy |
79,203
+871
| +1% | +$94.4K | 1.38% | 12 |
|
|
2018
Q2 | $7.72M | Buy |
78,332
+2,757
| +4% | +$267K | 1.76% | 6 |
|
|
2018
Q1 | $6.9M | Buy |
75,575
+12,616
| +20% | +$1.15M | 1.75% | 6 |
|
|
2017
Q4 | $5.39M | Buy |
+62,959
| New | +$5.16M | 2.03% | 6 |
|
Other funds holding MSFT
VCM
VPM
Mutual Advisors's MSFT Position: Q1 2026 in Review
Mutual Advisors increased its Microsoft (MSFT) stake by 7.9% in Q1 2026, buying an estimated $7.37M and bringing the position to 241,144 shares worth $89.3M. The position accounts for 1.91% of the portfolio, ranked #7.
Mutual Advisors first reported a position in MSFT in Q4 2017 and has held it in 34 quarters since. The position peaked at $113M in Q2 2025. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Mutual Advisors held 241,144 shares of Microsoft worth $89.3M as of Q1 2026.
- Mutual Advisors bought 17,610 Microsoft shares in Q1 2026, an estimated $7.37M.
- Microsoft made up 1.91% of Mutual Advisors's portfolio in Q1 2026, its #7 holding.
- Mutual Advisors first reported a position in Microsoft in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's Microsoft position peaked at $113M in Q2 2025.
- 6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.