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Prudent Man Advisors’s Microsoft MSFT Stock Holding History

Prudent Man 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 		$8.23M Buy
22,233
+7,854
+55% +$3.29M 2.46% 7
2025
Q4 		$6.95M Sell
14,379
-257
-2% -$129K 2.53% 9
2025
Q3 		$7.58M Sell
14,636
-2,434
-14% -$1.24M 2.79% 7
2025
Q2 		$8.49M Buy
17,070
+3,894
+30% +$1.69M 2.7% 6
2025
Q1 		$4.95M Buy
13,176
+494
+4% +$201K 1.8% 8
2024
Q4 		$5.35M Sell
12,682
-808
-6% -$344K 1.94% 8
2024
Q3 		$5.8M Sell
13,490
-985
-7% -$421K 1.94% 7
2024
Q2 		$6.47M Buy
14,475
+516
+4% +$218K 2.29% 6
2024
Q1 		$5.87M Sell
13,959
-869
-6% -$352K 2.2% 6
2023
Q4 		$5.58M Sell
14,828
-928
-6% -$330K 2.08% 7
2023
Q3 		$4.97M Sell
15,756
-810
-5% -$268K 1.97% 8
2023
Q2 		$5.64M Sell
16,566
-243
-1% -$76.2K 2.12% 8
2023
Q1 		$4.85M Buy
16,809
+1,165
+7% +$297K 1.89% 8
2022
Q4 		$3.75M Buy
15,644
+3,780
+32% +$907K 1.52% 10
2022
Q3 		$2.76M Buy
11,864
+47
+0.4% +$12.4K 1.31% 11
2022
Q2 		$3.04M Sell
11,817
-1,363
-10% -$370K 1.42% 10
2022
Q1 		$4.06M Sell
13,180
-458
-3% -$138K 1.65% 9
2021
Q4 		$4.59M Sell
13,638
-727
-5% -$236K 1.75% 7
2021
Q3 		$4.05M Sell
14,365
-115
-0.8% -$33.5K 1.53% 9
2021
Q2 		$3.92M Buy
14,480
+127
+0.9% +$32.3K 1.51% 8
2021
Q1 		$3.38M Buy
14,353
+111
+0.8% +$25.8K 1.42% 8
2020
Q4 		$3.17M Buy
14,242
+92
+0.7% +$19.8K 1.33% 10
2020
Q3 		$2.98M Buy
14,150
+266
+2% +$55.9K 1.58% 7
2020
Q2 		$2.83M Buy
+13,884
New +$2.52M 2.51% 4

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

Prudent Man Advisors's MSFT Position: Q1 2026 in Review

Prudent Man Advisors increased its Microsoft (MSFT) stake by 55% in Q1 2026, buying an estimated $3.29M and bringing the position to 22,233 shares worth $8.23M. The position accounts for 2.46% of the portfolio, ranked #7.

Prudent Man Advisors first reported a position in MSFT in Q2 2020 and has held it in 24 quarters since. The position peaked at $8.49M in Q2 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Prudent Man Advisors held 22,233 shares of Microsoft worth $8.23M as of Q1 2026.
  • Prudent Man Advisors bought 7,854 Microsoft shares in Q1 2026, an estimated $3.29M.
  • Microsoft made up 2.46% of Prudent Man Advisors's portfolio in Q1 2026, its #7 holding.
  • Prudent Man Advisors first reported a position in Microsoft in Q2 2020 and has held it in 24 quarters since.
  • Prudent Man Advisors's Microsoft position peaked at $8.49M in Q2 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.