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
2026 Q1	$4.07M	Buy	+11,000	New	+$4.6M	0.27%	90
2025 Q4	–	Sell	-15,200	Closed	-$7.87M	–	266
2025 Q3	$7.87M	Buy	+15,200	New	+$7.75M	0.65%	52
2025 Q2	–	Sell	-8,800	Closed	-$3.3M	–	238
2025 Q1	$3.3M	Buy	+8,800	New	+$3.59M	0.37%	64

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.