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
2022
Q3
Sell
-200
Closed -$11K 914
2022
Q2
$11K Buy
+200
New +$54.3K ﹤0.01% 831

Other funds holding MSFT

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.