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PSI Advisors’s Microsoft MSFT Stock Holding History

PSI 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 		$2.41M Buy
6,517
+168
+3% +$70.3K 0.58% 31
2025
Q4 		$3.07M Buy
6,349
+823
+15% +$412K 0.77% 28
2025
Q3 		$2.86M Sell
5,526
-5,272
-49% -$2.69M 0.74% 27
2025
Q2 		$5.37M Buy
10,798
+5,490
+103% +$2.38M 2.64% 11
2025
Q1 		$1.99M Sell
5,308
-963
-15% -$393K 0.65% 26
2024
Q4 		$2.64M Buy
6,271
+93
+2% +$39.6K 0.78% 28
2024
Q3 		$2.66M Sell
6,178
-220
-3% -$94K 0.78% 28
2024
Q2 		$2.86M Sell
6,398
-276
-4% -$117K 0.91% 26
2024
Q1 		$2.81M Sell
6,674
-961
-13% -$389K 1.01% 25
2023
Q4 		$2.87M Sell
7,635
-264
-3% -$94K 1.07% 22
2023
Q3 		$2.49M Buy
7,899
+442
+6% +$146K 1.08% 20
2023
Q2 		$2.54M Sell
7,457
-1,160
-13% -$364K 1.11% 20
2023
Q1 		$2.48M Buy
8,617
+227
+3% +$57.9K 1.2% 18
2022
Q4 		$2.01M Buy
8,390
+351
+4% +$84.2K 1.07% 20
2022
Q3 		$1.87M Sell
8,039
-741
-8% -$196K 0.98% 26
2022
Q2 		$2.26M Buy
8,780
+1,592
+22% +$432K 1.11% 23
2022
Q1 		$2.22M Buy
7,188
+2,501
+53% +$752K 0.91% 26
2021
Q4 		$1.58M Buy
4,687
+333
+8% +$108K 0.64% 29
2021
Q3 		$1.23M Sell
4,354
-2,031
-32% -$591K 0.56% 36
2021
Q2 		$1.73M Buy
6,385
+117
+2% +$29.7K 0.91% 27
2021
Q1 		$1.48M Sell
6,268
-88
-1% -$20.4K 0.87% 27
2020
Q4 		$1.41M Buy
6,356
+253
+4% +$54.4K 0.97% 19
2020
Q3 		$1.28M Buy
6,103
+560
+10% +$118K 0.98% 24
2020
Q2 		$1.13M Sell
5,543
-1,442
-21% -$262K 0.91% 26
2020
Q1 		$1.1M Buy
6,985
+1,853
+36% +$305K 1.01% 23
2019
Q4 		$809K Buy
+5,132
New +$754K 0.52% 39

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

PSI Advisors's MSFT Position: Q1 2026 in Review

PSI Advisors increased its Microsoft (MSFT) stake by 2.6% in Q1 2026, buying an estimated $70.3K and bringing the position to 6,517 shares worth $2.41M. The position accounts for 0.58% of the portfolio, ranked #31.

PSI Advisors first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.37M in Q2 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • PSI Advisors held 6,517 shares of Microsoft worth $2.41M as of Q1 2026.
  • PSI Advisors bought 168 Microsoft shares in Q1 2026, an estimated $70.3K.
  • Microsoft made up 0.58% of PSI Advisors's portfolio in Q1 2026, its #31 holding.
  • PSI Advisors first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • PSI Advisors's Microsoft position peaked at $5.37M in Q2 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on PSI Advisors's 13F filing for Q1 2026, filed 15 May 2026.