Private Advisory Group’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 | $67M | Buy |
180,938
+22,951
| +15% | +$9.6M | 4.39% | 2 |
|
|
2025
Q4 | $76.4M | Buy |
157,987
+17,735
| +13% | +$8.89M | 5.99% | 1 |
|
|
2025
Q3 | $72.6M | Buy |
140,252
+3,112
| +2% | +$1.59M | 5.97% | 1 |
|
|
2025
Q2 | $68.2M | Buy |
137,140
+1,277
| +0.9% | +$555K | 6.17% | 2 |
|
|
2025
Q1 | $51M | Buy |
135,863
+6,982
| +5% | +$2.85M | 5.7% | 2 |
|
|
2024
Q4 | $54.3M | Buy |
128,881
+11,884
| +10% | +$5.06M | 6.09% | 2 |
|
|
2024
Q3 | $50.3M | Buy |
116,997
+3,110
| +3% | +$1.33M | 6.01% | 1 |
|
|
2024
Q2 | $50.9M | Buy |
113,887
+9,321
| +9% | +$3.94M | 6.63% | 2 |
|
|
2024
Q1 | $44M | Buy |
104,566
+9,823
| +10% | +$3.98M | 6.28% | 1 |
|
|
2023
Q4 | $35.6M | Sell |
94,743
-311
| -0.3% | -$111K | 6.18% | 1 |
|
|
2023
Q3 | $30M | Buy |
95,054
+2,580
| +3% | +$853K | 5.93% | 1 |
|
|
2023
Q2 | $31.5M | Sell |
92,474
-10,554
| -10% | -$3.31M | 6.24% | 1 |
|
|
2023
Q1 | $29.7M | Buy |
103,028
+13,779
| +15% | +$3.51M | 6.32% | 1 |
|
|
2022
Q4 | $21.4M | Buy |
89,249
+8,122
| +10% | +$1.95M | 4.68% | 2 |
|
|
2022
Q3 | $18.9M | Sell |
81,127
-9,734
| -11% | -$2.57M | 4.32% | 2 |
|
|
2022
Q2 | $23.3M | Buy |
90,861
+545
| +0.6% | +$148K | 5.29% | 2 |
|
|
2022
Q1 | $27.8M | Buy |
90,316
+10,288
| +13% | +$3.1M | 5.45% | 3 |
|
|
2021
Q4 | $26.9M | Sell |
80,028
-5,917
| -7% | -$1.92M | 5.08% | 3 |
|
|
2021
Q3 | $24.2M | Sell |
85,945
-6,602
| -7% | -$1.92M | 5.91% | 3 |
|
|
2021
Q2 | $25.1M | Buy |
92,547
+5,284
| +6% | +$1.34M | 6.31% | 1 |
|
|
2021
Q1 | $20.6M | Buy |
87,263
+3,085
| +4% | +$716K | 5.9% | 3 |
|
|
2020
Q4 | $18.7M | Buy |
84,178
+15,475
| +23% | +$3.33M | 6.19% | 3 |
|
|
2020
Q3 | $14.4M | Sell |
68,703
-6,778
| -9% | -$1.42M | 5.82% | 3 |
|
|
2020
Q2 | $15.4M | Buy |
75,481
+4,191
| +6% | +$761K | 6.29% | 2 |
|
|
2020
Q1 | $11.2M | Buy |
71,290
+7,422
| +12% | +$1.22M | 5.73% | 1 |
|
|
2019
Q4 | $10.1M | Buy |
63,868
+487
| +0.8% | +$71.5K | 4.03% | 3 |
|
|
2019
Q3 | $8.81M | Buy |
63,381
+3,476
| +6% | +$478K | 3.87% | 2 |
|
|
2019
Q2 | $8.03M | Sell |
59,905
-117
| -0.2% | -$14.9K | 3.68% | 2 |
|
|
2019
Q1 | $6.1M | Hold |
60,022
| – | – | 3.42% | 2 |
|
|
2018
Q4 | $6.1M | Sell |
60,022
-4,589
| -7% | -$492K | 3.42% | 2 |
|
|
2018
Q3 | $7.15M | Buy |
64,611
+15
| +0% | +$1.63K | 3.65% | 2 |
|
|
2018
Q2 | $6.37M | Buy |
64,596
+5,792
| +10% | +$561K | 3.19% | 2 |
|
|
2018
Q1 | $5.37M | Sell |
58,804
-5,410
| -8% | -$495K | 3.31% | 3 |
|
|
2017
Q4 | $5.49M | Buy |
64,214
+2,307
| +4% | +$189K | 2.96% | 7 |
|
|
2017
Q3 | $4.61M | Buy |
61,907
+2,500
| +4% | +$183K | 2.73% | 9 |
|
|
2017
Q2 | $4.09M | Buy |
59,407
+9,765
| +20% | +$670K | 2.44% | 7 |
|
|
2017
Q1 | $3.27M | Buy |
49,642
+16,960
| +52% | +$1.09M | 2.19% | 9 |
|
|
2016
Q4 | $2.03M | Buy |
+32,682
| New | +$1.97M | 1.4% | 22 |
|
Other funds holding MSFT
VCM
VPM
Private Advisory Group's MSFT Position: Q1 2026 in Review
Private Advisory Group increased its Microsoft (MSFT) stake by 15% in Q1 2026, buying an estimated $9.6M and bringing the position to 180,938 shares worth $67M. The position accounts for 4.39% of the portfolio, ranked #2.
Private Advisory Group first reported a position in MSFT in Q4 2016 and has held it in 38 quarters since. The position peaked at $76.4M in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Private Advisory Group held 180,938 shares of Microsoft worth $67M as of Q1 2026.
- Private Advisory Group bought 22,951 Microsoft shares in Q1 2026, an estimated $9.6M.
- Microsoft made up 4.39% of Private Advisory Group's portfolio in Q1 2026, its #2 holding.
- Private Advisory Group first reported a position in Microsoft in Q4 2016 and has held it in 38 quarters since.
- Private Advisory Group's Microsoft position peaked at $76.4M in Q4 2025.
- 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.