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Private Advisory Group’s Microsoft MSFT Stock Holding History

Private Advisory Group’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 		– Sell
-54,600
Closed -$28.3M – 265
2025
Q3 		$28.3M Buy
+54,600
New +$27.9M 2.32% 9

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

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. 6,186 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.
  • 6,186 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.