Occidental Asset Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Other funds holding MSFT
VCM
VPM
Occidental Asset Management's MSFT Position: Q1 2026 in Review
Occidental Asset Management increased its Microsoft (MSFT) stake by 4.8% in Q1 2026, buying an estimated $1.14M and bringing the position to 59,618 shares worth $22.1M. The position accounts for 2.61% of the portfolio, ranked #6.
Occidental Asset Management first reported a position in MSFT in Q1 2014 and has held it in 49 quarters since. The position peaked at $29.3M in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Occidental Asset Management held 59,618 shares of Microsoft worth $22.1M as of Q1 2026.
- Occidental Asset Management bought 2,729 Microsoft shares in Q1 2026, an estimated $1.14M.
- Microsoft made up 2.61% of Occidental Asset Management's portfolio in Q1 2026, its #6 holding.
- Occidental Asset Management first reported a position in Microsoft in Q1 2014 and has held it in 49 quarters since.
- Occidental Asset Management's Microsoft position peaked at $29.3M in Q3 2025.
- 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Occidental Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.