River Street Advisors
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River Street Advisors’s Microsoft MSFT Stock Holding History

River Street 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
Q3 		$9.5M Buy
18,558
+612
+3% +$283K 2.94% 6
2026
Q2 		$6.69M Buy
17,946
+1,454
+9% +$588K 1.97% 13
2026
Q1 		$6.1M Buy
16,492
+2,235
+16% +$935K 2.06% 12
2025
Q4 		$6.9M Buy
14,257
+179
+1% +$89.7K 2.58% 8
2025
Q3 		$7.29M Buy
14,078
+257
+2% +$131K 2.83% 5
2025
Q2 		$6.87M Buy
13,821
+692
+5% +$301K 2.96% 4
2025
Q1 		$4.93M Buy
13,129
+656
+5% +$267K 2.44% 9
2024
Q4 		$5.26M Buy
12,473
+217
+2% +$92.4K 2.69% 7
2024
Q3 		$5.27M Buy
12,256
+197
+2% +$84.2K 2.86% 5
2024
Q2 		$5.39M Buy
12,059
+521
+5% +$220K 3.31% 4
2024
Q1 		$4.85M Buy
11,538
+873
+8% +$353K 3.28% 3
2023
Q4 		$4.01M Buy
10,665
+30
+0.3% +$10.7K 3.2% 4
2023
Q3 		$3.36M Buy
10,635
+384
+4% +$127K 3.17% 5
2023
Q2 		$3.49M Sell
10,251
-710
-6% -$223K 3.33% 5
2023
Q1 		$3.16M Buy
10,961
+44
+0.4% +$11.2K 3.11% 5
2022
Q4 		$2.62M Buy
+10,917
New +$2.62M 2.8% 5

Other funds holding MSFT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

River Street Advisors's MSFT Position: Q3 2026 in Review

River Street Advisors increased its Microsoft (MSFT) stake by 3.4% in Q3 2026, buying an estimated $283K and bringing the position to 18,558 shares worth $9.5M. The position accounts for 2.94% of the portfolio, ranked #6.

River Street Advisors first reported a position in MSFT in Q4 2022 and has held it in 16 quarters since. 5,207 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • River Street Advisors held 18,558 shares of Microsoft worth $9.5M as of Q3 2026.
  • River Street Advisors bought 612 Microsoft shares in Q3 2026, an estimated $283K.
  • Microsoft made up 2.94% of River Street Advisors's portfolio in Q3 2026, its #6 holding.
  • River Street Advisors first reported a position in Microsoft in Q4 2022 and has held it in 16 quarters since.
  • 5,207 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on River Street Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.