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Persium Advisors’s Microsoft MSFT Stock Holding History

Persium 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 		$1.19M Buy
3,212
+725
+29% +$303K 0.94% 9
2025
Q4 		$1.2M Buy
2,487
+158
+7% +$79.2K 0.87% 8
2025
Q3 		$1.21M Buy
2,329
+8
+0.3% +$4.08K 0.9% 8
2025
Q2 		$1.15M Sell
2,321
-32
-1% -$13.9K 0.96% 7
2025
Q1 		$883K Buy
2,353
+161
+7% +$65.6K 0.84% 9
2024
Q4 		$924K Buy
+2,192
New +$934K 0.91% 8

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

Persium Advisors's MSFT Position: Q1 2026 in Review

Persium Advisors increased its Microsoft (MSFT) stake by 29% in Q1 2026, buying an estimated $303K and bringing the position to 3,212 shares worth $1.19M. The position accounts for 0.94% of the portfolio, ranked #9.

Persium Advisors first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.21M in Q3 2025. 6,180 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Persium Advisors held 3,212 shares of Microsoft worth $1.19M as of Q1 2026.
  • Persium Advisors bought 725 Microsoft shares in Q1 2026, an estimated $303K.
  • Microsoft made up 0.94% of Persium Advisors's portfolio in Q1 2026, its #9 holding.
  • Persium Advisors first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Persium Advisors's Microsoft position peaked at $1.21M in Q3 2025.
  • 6,180 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Persium Advisors's 13F filing for Q1 2026, filed 1 May 2026.