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Pacific Point Advisors’s Microsoft MSFT Stock Holding History

Pacific Point 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 		$3.37M Buy
9,100
+113
+1% +$47.3K 1.78% 7
2025
Q4 		$4.35M Buy
8,987
+468
+5% +$235K 2.33% 6
2025
Q3 		$4.41M Sell
8,519
-2,542
-23% -$1.3M 2.57% 4
2025
Q2 		$5.5M Buy
11,061
+41
+0.4% +$17.8K 2.98% 4
2025
Q1 		$4.14M Sell
11,020
-1,902
-15% -$775K 2.3% 4
2024
Q4 		$5.37M Buy
+12,922
New +$5.5M 3.27% 4

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

Pacific Point Advisors's MSFT Position: Q1 2026 in Review

Pacific Point Advisors increased its Microsoft (MSFT) stake by 1.3% in Q1 2026, buying an estimated $47.3K and bringing the position to 9,100 shares worth $3.37M. The position accounts for 1.78% of the portfolio, ranked #7.

Pacific Point Advisors first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.5M in Q2 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Pacific Point Advisors held 9,100 shares of Microsoft worth $3.37M as of Q1 2026.
  • Pacific Point Advisors bought 113 Microsoft shares in Q1 2026, an estimated $47.3K.
  • Microsoft made up 1.78% of Pacific Point Advisors's portfolio in Q1 2026, its #7 holding.
  • Pacific Point Advisors first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Pacific Point Advisors's Microsoft position peaked at $5.5M in Q2 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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