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Safeguard Investment Advisory Group’s Microsoft MSFT Stock Holding History

Safeguard Investment 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 		$3.15M Buy
8,525
+358
+4% +$150K 0.87% 17
2025
Q4 		$3.95M Sell
8,167
-656
-7% -$329K 1.01% 16
2025
Q3 		$4.57M Sell
8,823
-1,264
-13% -$645K 1.13% 13
2025
Q2 		$5.02M Sell
10,087
-2,044
-17% -$888K 1.25% 12
2025
Q1 		$4.56M Buy
12,131
+3,064
+34% +$1.25M 1.24% 12
2024
Q4 		$3.82M Buy
9,067
+251
+3% +$107K 1.05% 12
2024
Q3 		$3.8M Buy
8,816
+827
+10% +$354K 1.08% 13
2024
Q2 		$3.57M Buy
7,989
+313
+4% +$132K 1.11% 13
2024
Q1 		$3.23M Sell
7,676
-345
-4% -$140K 1.1% 13
2023
Q4 		$3.02M Buy
8,021
+35
+0.4% +$12.5K 1.14% 14
2023
Q3 		$2.52M Buy
7,986
+289
+4% +$95.5K 1.1% 14
2023
Q2 		$2.62M Buy
7,697
+68
+0.9% +$21.3K 1.12% 14
2023
Q1 		$2.2M Buy
7,629
+475
+7% +$121K 1.06% 17
2022
Q4 		$1.72M Sell
7,154
-46
-0.6% -$11K 1.06% 24
2022
Q3 		$1.68M Buy
7,200
+915
+15% +$242K 1.15% 23
2022
Q2 		$1.94M Hold
6,285
– – 1.19% 22
2022
Q1 		$1.94M Buy
6,285
+851
+16% +$256K 1.32% 20
2021
Q4 		$1.83M Sell
5,434
-2
-0% -$648 1.07% 23
2021
Q3 		$1.53M Buy
5,436
+533
+11% +$155K 0.99% 26
2021
Q2 		$1.33M Buy
4,903
+732
+18% +$186K 0.95% 23
2021
Q1 		$983K Buy
4,171
+37
+0.9% +$8.59K 0.88% 26
2020
Q4 		$919K Buy
+4,134
New +$889K 0.81% 23

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

Safeguard Investment Advisory Group's MSFT Position: Q1 2026 in Review

Safeguard Investment Advisory Group increased its Microsoft (MSFT) stake by 4.4% in Q1 2026, buying an estimated $150K and bringing the position to 8,525 shares worth $3.15M. The position accounts for 0.87% of the portfolio, ranked #17.

Safeguard Investment Advisory Group first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.02M in Q2 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Safeguard Investment Advisory Group held 8,525 shares of Microsoft worth $3.15M as of Q1 2026.
  • Safeguard Investment Advisory Group bought 358 Microsoft shares in Q1 2026, an estimated $150K.
  • Microsoft made up 0.87% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #17 holding.
  • Safeguard Investment Advisory Group first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Safeguard Investment Advisory Group's Microsoft position peaked at $5.02M in Q2 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.