Panoramic Investment Advisors’s Microsoft MSFT Stock Holding History

Panoramic Investment 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	$1.41M	Buy	3,799 +623	+20%	+$261K	0.76%	41
2025 Q4	$1.54M	Sell	3,176 -250	-7%	-$125K	0.83%	37
2025 Q3	$1.77M	Sell	3,426 -190	-5%	-$96.9K	1%	34
2025 Q2	$1.8M	Sell	3,616 -483	-12%	-$210K	1.1%	31
2025 Q1	$1.54M	Buy	4,099 +260	+7%	+$106K	1.04%	32
2024 Q4	$1.62M	Buy	3,839 +451	+13%	+$192K	1.05%	31
2024 Q3	$1.46M	Buy	+3,388	New	+$1.45M	1.01%	34
2024 Q1	$1.47M	Sell	3,490 -172	-5%	-$69.6K	1.08%	29
2023 Q4	$1.38M	Buy	3,662 +297	+9%	+$106K	1.19%	28
2023 Q3	$1.06M	Buy	+3,365	New	+$1.11M	0.98%	33
2022 Q4	$937K	Buy	+3,908	New	+$938K	0.96%	33

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Panoramic Investment Advisors's MSFT Position: Q1 2026 in Review

Panoramic Investment Advisors increased its Microsoft (MSFT) stake by 20% in Q1 2026, buying an estimated $261K and bringing the position to 3,799 shares worth $1.41M. The position accounts for 0.76% of the portfolio, ranked #41.

Panoramic Investment Advisors first reported a position in MSFT in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.8M in Q2 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Panoramic Investment Advisors held 3,799 shares of Microsoft worth $1.41M as of Q1 2026.
Panoramic Investment Advisors bought 623 Microsoft shares in Q1 2026, an estimated $261K.
Microsoft made up 0.76% of Panoramic Investment Advisors's portfolio in Q1 2026, its #41 holding.
Panoramic Investment Advisors first reported a position in Microsoft in Q4 2022 and has held it in 11 quarters since.
Panoramic Investment Advisors's Microsoft position peaked at $1.8M in Q2 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.