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Pinnacle Family Advisors’s Microsoft MSFT Stock Holding History

Pinnacle Family 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 		$339K Buy
915
+251
+38% +$105K 0.16% 94
2025
Q4 		$321K Sell
664
-70
-10% -$35.1K 0.14% 103
2025
Q3 		$380K Buy
734
+97
+15% +$49.5K 0.17% 89
2025
Q2 		$315K Buy
+637
New +$277K 0.15% 93
2025
Q1 		– Sell
-781
Closed -$329K – 119
2024
Q4 		$329K Buy
781
+50
+7% +$21.3K 0.16% 88
2024
Q3 		$315K Buy
731
+115
+19% +$49.2K 0.16% 98
2024
Q2 		$275K Sell
616
-4
-0.6% -$1.69K 0.15% 94
2024
Q1 		$261K Sell
620
-73
-11% -$29.6K 0.14% 82
2023
Q4 		$261K Hold
693
– – 0.15% 81
2023
Q3 		$219K Sell
693
-131
-16% -$43.3K 0.13% 84
2023
Q2 		$281K Sell
824
-823
-50% -$258K 0.15% 82
2023
Q1 		$475K Buy
1,647
+20
+1% +$5.1K 0.29% 62
2022
Q4 		$390K Buy
1,627
+51
+3% +$12.2K 0.28% 62
2022
Q3 		$367K Sell
1,576
-1,245
-44% -$329K 0.32% 52
2022
Q2 		$724K Sell
2,821
-68
-2% -$18.5K 0.59% 37
2022
Q1 		$891K Sell
2,889
-2,049
-41% -$616K 0.47% 33
2021
Q4 		$1.66M Sell
4,938
-4,260
-46% -$1.38M 0.75% 26
2021
Q3 		$2.59M Sell
9,198
-1,688
-16% -$491K 1.16% 16
2021
Q2 		$2.95M Buy
10,886
+7,858
+260% +$2M 1.29% 22
2021
Q1 		$714K Sell
3,028
-5,508
-65% -$1.28M 0.37% 52
2020
Q4 		$1.9M Buy
8,536
+840
+11% +$181K 1.16% 19
2020
Q3 		$1.62M Sell
7,696
-1,152
-13% -$242K 1.09% 22
2020
Q2 		$1.8M Sell
8,848
-660
-7% -$120K 1.57% 13
2020
Q1 		$1.5M Buy
9,508
+6,833
+255% +$1.12M 1.81% 21
2019
Q4 		$422K Buy
2,675
+860
+47% +$126K 0.38% 47
2019
Q3 		$252K Sell
1,815
-445
-20% -$61.2K 0.22% 67
2019
Q2 		$303K Buy
2,260
+459
+25% +$58.3K 0.25% 63
2019
Q1 		$212K Buy
+1,801
New +$196K 0.19% 70

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

Pinnacle Family Advisors's MSFT Position: Q1 2026 in Review

Pinnacle Family Advisors increased its Microsoft (MSFT) stake by 38% in Q1 2026, buying an estimated $105K and bringing the position to 915 shares worth $339K. The position accounts for 0.16% of the portfolio, ranked #94.

Pinnacle Family Advisors first reported a position in MSFT in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.95M in Q2 2021. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Pinnacle Family Advisors held 915 shares of Microsoft worth $339K as of Q1 2026.
  • Pinnacle Family Advisors bought 251 Microsoft shares in Q1 2026, an estimated $105K.
  • Microsoft made up 0.16% of Pinnacle Family Advisors's portfolio in Q1 2026, its #94 holding.
  • Pinnacle Family Advisors first reported a position in Microsoft in Q1 2019 and has held it in 28 quarters since.
  • Pinnacle Family Advisors's Microsoft position peaked at $2.95M in Q2 2021.
  • 6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.