PWAM
MSFT icon

Pinnacle West Asset Management’s Microsoft MSFT Stock Holding History

Pinnacle West Asset Management’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 		$8.74M Sell
23,620
-465
-2% -$195K 5.94% 2
2025
Q4 		$11.6M Sell
24,085
-225
-0.9% -$113K 7.57% 1
2025
Q3 		$12.6M Sell
24,310
-75
-0.3% -$38.3K 8.15% 1
2025
Q2 		$12.1M Sell
24,385
-100
-0.4% -$43.4K 8.38% 1
2025
Q1 		$9.19M Buy
24,485
+50
+0.2% +$20.4K 6.64% 1
2024
Q4 		$10.3M Sell
24,435
-70
-0.3% -$29.8K 7.37% 1
2024
Q3 		$10.5M Sell
24,505
-175
-0.7% -$74.8K 7.56% 1
2024
Q2 		$11M Sell
24,680
-370
-1% -$156K 8.58% 1
2024
Q1 		$10.5M Sell
25,050
-250
-1% -$101K 8.36% 1
2023
Q4 		$9.51M Buy
25,300
+560
+2% +$199K 8.16% 1
2023
Q3 		$7.81M Buy
24,740
+525
+2% +$173K 7.66% 1
2023
Q2 		$8.25M Sell
24,215
-130
-0.5% -$40.7K 8.01% 1
2023
Q1 		$7.02M Buy
+24,345
New +$6.21M 7.33% 1

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 West Asset Management's MSFT Position: Q1 2026 in Review

Pinnacle West Asset Management reduced its Microsoft (MSFT) stake by 1.9% in Q1 2026, selling an estimated $195K and leaving 23,620 shares worth $8.74M. The position accounts for 5.94% of the portfolio, ranked #2.

Pinnacle West Asset Management first reported a position in MSFT in Q1 2023 and has held it in 13 quarters since. The position peaked at $12.6M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Pinnacle West Asset Management held 23,620 shares of Microsoft worth $8.74M as of Q1 2026.
  • Pinnacle West Asset Management sold 465 Microsoft shares in Q1 2026, an estimated $195K.
  • Microsoft made up 5.94% of Pinnacle West Asset Management's portfolio in Q1 2026, its #2 holding.
  • Pinnacle West Asset Management first reported a position in Microsoft in Q1 2023 and has held it in 13 quarters since.
  • Pinnacle West Asset Management's Microsoft position peaked at $12.6M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.