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NBZ Investment Advisors’s Microsoft MSFT Stock Holding History

NBZ Investment 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 		$1.46M Buy
3,946
+980
+33% +$410K 0.64% 24
2025
Q4 		$1.43M Sell
2,966
-825
-22% -$413K 0.62% 24
2025
Q3 		$1.96M Buy
3,791
+913
+32% +$466K 1.02% 19
2025
Q2 		$1.43M Sell
2,878
-78
-3% -$33.9K 0.81% 23
2025
Q1 		$1.11M Buy
2,956
+16
+0.5% +$6.52K 0.64% 24
2024
Q4 		$1.24M Buy
+2,940
New +$1.25M 0.69% 20

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

NBZ Investment Advisors's MSFT Position: Q1 2026 in Review

NBZ Investment Advisors increased its Microsoft (MSFT) stake by 33% in Q1 2026, buying an estimated $410K and bringing the position to 3,946 shares worth $1.46M. The position accounts for 0.64% of the portfolio, ranked #24.

NBZ Investment Advisors first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.96M in Q3 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • NBZ Investment Advisors held 3,946 shares of Microsoft worth $1.46M as of Q1 2026.
  • NBZ Investment Advisors bought 980 Microsoft shares in Q1 2026, an estimated $410K.
  • Microsoft made up 0.64% of NBZ Investment Advisors's portfolio in Q1 2026, its #24 holding.
  • NBZ Investment Advisors first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • NBZ Investment Advisors's Microsoft position peaked at $1.96M in Q3 2025.
  • 6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on NBZ Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.