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Note Advisors’s Microsoft MSFT Stock Holding History

Note 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 		$914K Sell
2,468
-32
-1% -$13.4K 0.46% 40
2025
Q4 		$1.11M Buy
2,500
+1
+0% +$501 0.57% 35
2025
Q3 		$1.29M Buy
2,499
+737
+42% +$376K 0.77% 28
2025
Q2 		$877K Sell
1,762
-84
-5% -$36.5K 0.61% 34
2025
Q1 		$693K Hold
1,846
– – 0.57% 39
2024
Q4 		$778K Buy
+1,846
New +$786K 0.69% 37

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

Note Advisors's MSFT Position: Q1 2026 in Review

Note Advisors reduced its Microsoft (MSFT) stake by 1.3% in Q1 2026, selling an estimated $13.4K and leaving 2,468 shares worth $914K. The position accounts for 0.46% of the portfolio, ranked #40.

Note Advisors first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.29M in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Note Advisors held 2,468 shares of Microsoft worth $914K as of Q1 2026.
  • Note Advisors sold 32 Microsoft shares in Q1 2026, an estimated $13.4K.
  • Microsoft made up 0.46% of Note Advisors's portfolio in Q1 2026, its #40 holding.
  • Note Advisors first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Note Advisors's Microsoft position peaked at $1.29M in Q3 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Note Advisors's 13F filing for Q1 2026, filed 15 May 2026.