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Pollock Investment Advisors’s Microsoft MSFT Stock Holding History

Pollock 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
2025
Q4 		$1.34M Sell
2,780
-25
-0.9% -$12.5K 0.99% 13
2025
Q3 		$1.45M Buy
2,805
+21
+0.8% +$10.7K 1.14% 12
2025
Q2 		$1.38M Sell
2,784
-197
-7% -$85.6K 1.13% 10
2025
Q1 		$1.12M Sell
2,981
-267
-8% -$109K 0.9% 20
2024
Q4 		$1.37M Buy
+3,248
New +$1.38M 1.11% 12

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Pollock Investment Advisors's MSFT Position: Q4 2025 in Review

Pollock Investment Advisors reduced its Microsoft (MSFT) stake by 0.89% in Q4 2025, selling an estimated $12.5K and leaving 2,780 shares worth $1.34M. The position accounts for 0.99% of the portfolio, ranked #13.

Pollock Investment Advisors first reported a position in MSFT in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.45M in Q3 2025. 6,291 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Pollock Investment Advisors held 2,780 shares of Microsoft worth $1.34M as of Q4 2025.
  • Pollock Investment Advisors sold 25 Microsoft shares in Q4 2025, an estimated $12.5K.
  • Microsoft made up 0.99% of Pollock Investment Advisors's portfolio in Q4 2025, its #13 holding.
  • Pollock Investment Advisors first reported a position in Microsoft in Q4 2024 and has held it in 5 quarters since.
  • Pollock Investment Advisors's Microsoft position peaked at $1.45M in Q3 2025.
  • 6,291 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Pollock Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.