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Portland Financial Advisors’s Microsoft MSFT Stock Holding History

Portland Financial 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 		$550K Buy
1,485
+800
+117% +$335K 1.14% 31
2025
Q4 		$331K Hold
685
– – 0.7% 49
2025
Q3 		$355K Buy
685
+13
+2% +$6.63K 0.76% 49
2025
Q2 		$334K Sell
672
-123
-15% -$53.4K 0.8% 47
2025
Q1 		$298K Buy
795
+105
+15% +$42.8K 0.76% 50
2024
Q4 		$291K Buy
+690
New +$294K 0.78% 49

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

Portland Financial Advisors's MSFT Position: Q1 2026 in Review

Portland Financial Advisors increased its Microsoft (MSFT) stake by 117% in Q1 2026, buying an estimated $335K and bringing the position to 1,485 shares worth $550K. The position accounts for 1.14% of the portfolio, ranked #31.

Portland Financial Advisors first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Portland Financial Advisors held 1,485 shares of Microsoft worth $550K as of Q1 2026.
  • Portland Financial Advisors bought 800 Microsoft shares in Q1 2026, an estimated $335K.
  • Microsoft made up 1.14% of Portland Financial Advisors's portfolio in Q1 2026, its #31 holding.
  • Portland Financial Advisors first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Portland Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.