NewEdge 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 | $582M | Buy |
1,572,845
+60,460
| +4% | +$25.3M | 2.1% | 3 |
|
|
2025
Q4 | $731M | Buy |
1,512,385
+439,569
| +41% | +$220M | 2.65% | 2 |
|
|
2025
Q3 | $556M | Buy |
1,072,816
+45,574
| +4% | +$23.2M | 2.53% | 3 |
|
|
2025
Q2 | $511M | Buy |
1,027,242
+76,712
| +8% | +$33.3M | 2.63% | 1 |
|
|
2025
Q1 | $357M | Buy |
950,530
+25,994
| +3% | +$10.6M | 2.12% | 3 |
|
|
2024
Q4 | $390M | Buy |
924,536
+66,352
| +8% | +$28.3M | 2.34% | 4 |
|
|
2024
Q3 | $369M | Buy |
858,184
+39,271
| +5% | +$16.8M | 2.4% | 3 |
|
|
2024
Q2 | $366M | Buy |
818,913
+72,007
| +10% | +$30.4M | 2.66% | 4 |
|
|
2024
Q1 | $314M | Buy |
746,906
+14,897
| +2% | +$6.03M | 2.74% | 3 |
|
|
2023
Q4 | $282M | Buy |
732,009
+44,526
| +6% | +$15.8M | 2.67% | 3 |
|
|
2023
Q3 | $217M | Buy |
687,483
+51,465
| +8% | +$17M | 2.39% | 3 |
|
|
2023
Q2 | $217M | Sell |
636,018
-9,392
| -1% | -$2.94M | 2.45% | 3 |
|
|
2023
Q1 | $187M | Buy |
645,410
+32,788
| +5% | +$8.36M | 2.34% | 3 |
|
|
2022
Q4 | $67.3M | Buy |
612,622
+48,954
| +9% | +$11.7M | 1.82% | 3 |
|
|
2022
Q3 | $131M | Sell |
563,668
-854
| -0.2% | -$225K | 2.16% | 3 |
|
|
2022
Q2 | $141M | Buy |
+564,522
| New | +$153M | 2.34% | 3 |
|
|
2022
Q1 | – | Sell |
-485,282
| Closed | -$146M | – | 1447 |
|
|
2021
Q4 | $163M | Buy |
485,282
+147,770
| +44% | +$47.9M | 2.46% | 3 |
|
|
2021
Q3 | $95.2M | Buy |
337,512
+26,500
| +9% | +$7.71M | 2.35% | 3 |
|
|
2021
Q2 | $84.3M | Buy |
311,012
+9,583
| +3% | +$2.44M | 2.24% | 3 |
|
|
2021
Q1 | $71M | Sell |
301,429
-4,672
| -2% | -$1.08M | 2.12% | 3 |
|
|
2020
Q4 | $68.1M | Sell |
306,101
-53,105
| -15% | -$11.4M | 2.23% | 3 |
|
|
2020
Q3 | $75.6M | Buy |
359,206
+18,802
| +6% | +$3.95M | 2.63% | 3 |
|
|
2020
Q2 | $69.3M | Buy |
340,404
+26,215
| +8% | +$4.76M | 2.71% | 2 |
|
|
2020
Q1 | $49.6M | Buy |
314,189
+28,761
| +10% | +$4.73M | 2.39% | 3 |
|
|
2019
Q4 | $45M | Buy |
285,428
+16,625
| +6% | +$2.44M | 1.79% | 3 |
|
|
2019
Q3 | $37.3M | Buy |
268,803
+63,052
| +31% | +$8.67M | 1.66% | 4 |
|
|
2019
Q2 | $27.6M | Buy |
205,751
+2,699
| +1% | +$343K | 1.69% | 4 |
|
|
2019
Q1 | $23.9M | Buy |
203,052
+20,594
| +11% | +$2.25M | 1.55% | 4 |
|
|
2018
Q4 | $18.5K | Buy |
182,458
+11,483
| +7% | +$1.23M | 1.19% | 6 |
|
|
2018
Q3 | $19.6M | Buy |
170,975
+13,281
| +8% | +$1.44M | 1.5% | 6 |
|
|
2018
Q2 | $15.8K | Sell |
157,694
-1,174
| -0.7% | -$114K | 1.44% | 6 |
|
|
2018
Q1 | $14.1M | Buy |
158,868
+17,392
| +12% | +$1.59M | 1.61% | 5 |
|
|
2017
Q4 | $12.5M | Buy |
141,476
+3,462
| +3% | +$284K | 1.69% | 4 |
|
|
2017
Q3 | $10.5M | Buy |
138,014
+11,108
| +9% | +$811K | 1.64% | 5 |
|
|
2017
Q2 | $8.88M | Buy |
126,906
+13,988
| +12% | +$960K | 1.53% | 7 |
|
|
2017
Q1 | $7.41M | Buy |
112,918
+9,250
| +9% | +$593K | 1.68% | 5 |
|
|
2016
Q4 | $6.54M | Buy |
103,668
+17,069
| +20% | +$1.03M | 1.82% | 6 |
|
|
2016
Q3 | $4.99M | Buy |
86,599
+21,741
| +34% | +$1.23M | 1.57% | 10 |
|
|
2016
Q2 | $3.33M | Buy |
64,858
+11,616
| +22% | +$604K | 1.38% | 27 |
|
|
2016
Q1 | $2.93M | Buy |
53,242
+4,777
| +10% | +$250K | 2.46% | 13 |
|
|
2015
Q4 | $2.68M | Buy |
48,465
+4,436
| +10% | +$233K | 2.21% | 14 |
|
|
2015
Q3 | $1.96M | Buy |
44,029
+1,901
| +5% | +$85.4K | 2.11% | 22 |
|
|
2015
Q2 | $1.86M | Buy |
42,128
+927
| +2% | +$42.3K | 1.58% | 28 |
|
|
2015
Q1 | $1.68M | Buy |
41,201
+1,281
| +3% | +$55.8K | 1.19% | 34 |
|
|
2014
Q4 | $1.85M | Buy |
+39,920
| New | +$1.87M | 1.44% | 31 |
|
Other funds holding MSFT
VCM
VPM
NewEdge Advisors's MSFT Position: Q1 2026 in Review
NewEdge Advisors increased its Microsoft (MSFT) stake by 4% in Q1 2026, buying an estimated $25.3M and bringing the position to 1,572,845 shares worth $582M. The position accounts for 2.1% of the portfolio, ranked #3.
NewEdge Advisors first reported a position in MSFT in Q4 2014 and has held it in 45 quarters since. The position peaked at $731M in Q4 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- NewEdge Advisors held 1,572,845 shares of Microsoft worth $582M as of Q1 2026.
- NewEdge Advisors bought 60,460 Microsoft shares in Q1 2026, an estimated $25.3M.
- Microsoft made up 2.1% of NewEdge Advisors's portfolio in Q1 2026, its #3 holding.
- NewEdge Advisors first reported a position in Microsoft in Q4 2014 and has held it in 45 quarters since.
- NewEdge Advisors's Microsoft position peaked at $731M in Q4 2025.
- 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.