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Paces Ferry Wealth Advisors’s Microsoft MSFT Stock Holding History

Paces Ferry Wealth 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 		$2.98M Buy
8,039
+1
+0% +$418 1.23% 22
2025
Q4 		$3.89M Sell
8,038
-300
-4% -$150K 1.58% 17
2025
Q3 		$4.32M Buy
8,338
+2
+0% +$1.02K 1.8% 15
2025
Q2 		$4.15M Sell
8,336
-130
-2% -$56.5K 1.9% 14
2025
Q1 		$3.18M Sell
8,466
-269
-3% -$110K 1.58% 15
2024
Q4 		$3.68M Buy
8,735
+156
+2% +$66.4K 1.79% 14
2024
Q3 		$3.69M Buy
8,579
+21
+0.2% +$8.98K 2.12% 13
2024
Q2 		$3.83M Buy
8,558
+254
+3% +$107K 2.31% 11
2024
Q1 		$3.49M Buy
8,304
+64
+0.8% +$25.9K 2.24% 12
2023
Q4 		$3.1M Buy
8,240
+224
+3% +$79.7K 2.16% 13
2023
Q3 		$2.53M Buy
8,016
+237
+3% +$78.3K 2.01% 13
2023
Q2 		$2.65M Sell
7,779
-206
-3% -$64.6K 1.99% 13
2023
Q1 		$2.3M Buy
7,985
+322
+4% +$82.1K 1.86% 13
2022
Q4 		$1.84M Sell
7,663
-174
-2% -$41.8K 1.79% 15
2022
Q3 		$1.82M Sell
7,837
-43
-0.5% -$11.4K 1.99% 14
2022
Q2 		$2.02M Sell
7,880
-299
-4% -$81.2K 1.99% 12
2022
Q1 		$2.52M Buy
8,179
+309
+4% +$93K 2% 11
2021
Q4 		$2.65M Sell
7,870
-307
-4% -$99.5K 1.9% 16
2021
Q3 		$2.31M Sell
8,177
-330
-4% -$96K 1.84% 14
2021
Q2 		$2.31M Buy
8,507
+201
+2% +$51.1K 1.76% 15
2021
Q1 		$1.96M Buy
8,306
+300
+4% +$69.6K 1.7% 15
2020
Q4 		$1.78M Sell
8,006
-121
-1% -$26K 1.63% 17
2020
Q3 		$1.71M Buy
+8,127
New +$1.71M 1.49% 16

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

Paces Ferry Wealth Advisors's MSFT Position: Q1 2026 in Review

Paces Ferry Wealth Advisors increased its Microsoft (MSFT) stake by 0.01% in Q1 2026, buying an estimated $418 and bringing the position to 8,039 shares worth $2.98M. The position accounts for 1.23% of the portfolio, ranked #22.

Paces Ferry Wealth Advisors first reported a position in MSFT in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.32M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Paces Ferry Wealth Advisors held 8,039 shares of Microsoft worth $2.98M as of Q1 2026.
  • Paces Ferry Wealth Advisors bought 1 Microsoft share in Q1 2026, an estimated $418.
  • Microsoft made up 1.23% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #22 holding.
  • Paces Ferry Wealth Advisors first reported a position in Microsoft in Q3 2020 and has held it in 23 quarters since.
  • Paces Ferry Wealth Advisors's Microsoft position peaked at $4.32M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.