Prism Advisors’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-503
Closed -$243K 81
2025
Q4
$243K Sell
503
-927
-65% -$465K 0.06% 65
2025
Q3
$741K Hold
1,430
0.2% 53
2025
Q2
$712K Hold
1,430
0.2% 48
2025
Q1
$537K Buy
1,430
+144
+11% +$58.7K 0.17% 45
2024
Q4
$542K Sell
1,286
-1
-0.1% -$426 0.16% 46
2024
Q3
$554K Hold
1,287
0.16% 46
2024
Q2
$575K Hold
1,287
0.17% 42
2024
Q1
$541K Buy
1,287
+1
+0.1% +$405 0.16% 40
2023
Q4
$484K Buy
1,286
+297
+30% +$106K 0.16% 47
2023
Q3
$312K Sell
989
-16
-2% -$5.29K 0.11% 48
2023
Q2
$342K Buy
1,005
+195
+24% +$61.1K 0.12% 41
2023
Q1
$234K Buy
+810
New +$207K 0.08% 43
2022
Q3
Sell
-901
Closed -$231K 55
2022
Q2
$231K Buy
901
+31
+4% +$8.41K 0.09% 45
2022
Q1
$268K Buy
870
+79
+10% +$23.8K 0.09% 43
2021
Q4
$266K Sell
791
-555
-41% -$180K 0.09% 42
2021
Q3
$380K Sell
1,346
-2
-0.1% -$582 0.14% 37
2021
Q2
$365K Sell
1,348
-134
-9% -$34.1K 0.13% 40
2021
Q1
$349K Sell
1,482
-164
-10% -$38.1K 0.13% 37
2020
Q4
$366K Sell
1,646
-389
-19% -$83.6K 0.14% 37
2020
Q3
$428K Sell
2,035
-125
-6% -$26.3K 0.18% 33
2020
Q2
$440K Sell
2,160
-43
-2% -$7.81K 0.2% 35
2020
Q1
$347K Sell
2,203
-1,265
-36% -$208K 0.22% 51
2019
Q4
$547K Sell
3,468
-100
-3% -$14.7K 0.28% 45
2019
Q3
$496K Hold
3,568
0.28% 44
2019
Q2
$478K Buy
3,568
+233
+7% +$29.6K 0.27% 44
2019
Q1
$393K Buy
3,335
+864
+35% +$94.3K 0.23% 43
2018
Q4
$251K Buy
2,471
+4
+0.2% +$428 0.16% 48
2018
Q3
$270K Hold
2,467
0.16% 47
2018
Q2
$250K Hold
2,467
0.13% 50
2018
Q1
$242K Hold
2,467
0.14% 48
2017
Q4
$211K Buy
+2,467
New +$202K 0.12% 51

Other funds holding MSFT

Prism Advisors's MSFT Position: Q1 2026 in Review

Prism Advisors sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 503 shares — an estimated $243K sold.

Prism Advisors first reported a position in MSFT in Q4 2017 and held it in 31 quarters. The position peaked at $741K in Q3 2025. 6,210 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Prism Advisors reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • Prism Advisors sold 503 Microsoft shares in Q1 2026, an estimated $243K.
  • Prism Advisors first reported a position in Microsoft in Q4 2017 and held it in 31 quarters.
  • Prism Advisors's Microsoft position peaked at $741K in Q3 2025.
  • 6,210 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Prism Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.