Seven Mile Advisory’s Microsoft MSFT Stock Holding History

Seven Mile Advisory’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	$4.44M	Sell	11,991 -10,488	-47%	-$4.39M	3.2%	7
2025 Q4	$10.9M	Sell	22,479 -2,113	-9%	-$1.06M	1.87%	17
2025 Q3	$12.7M	Buy	24,592 +7,993	+48%	+$4.08M	2.06%	15
2025 Q2	$8.26M	Buy	16,599 +928	+6%	+$403K	4.96%	4
2025 Q1	$5.88M	Sell	15,671 -587	-4%	-$239K	3.93%	5
2024 Q4	$6.85M	Buy	16,258 +1,435	+10%	+$611K	4.37%	5
2024 Q3	$6.38M	Buy	14,823 +1,229	+9%	+$525K	4.22%	4
2024 Q2	$6.08M	Sell	13,594 -688	-5%	-$291K	4.47%	4
2024 Q1	$6.01M	Buy	14,282 +273	+2%	+$111K	4.56%	3
2023 Q4	$5.27M	Buy	14,009 +874	+7%	+$311K	4.57%	4
2023 Q3	$4.15M	Buy	13,135 +1,458	+12%	+$482K	4.36%	5
2023 Q2	$3.98M	Buy	+11,677	New	+$3.66M	4.63%	4

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

Seven Mile Advisory's MSFT Position: Q1 2026 in Review

Seven Mile Advisory reduced its Microsoft (MSFT) stake by 47% in Q1 2026, selling an estimated $4.39M and leaving 11,991 shares worth $4.44M. The position accounts for 3.2% of the portfolio, ranked #7.

Seven Mile Advisory first reported a position in MSFT in Q2 2023 and has held it in 12 quarters since. The position peaked at $12.7M in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Seven Mile Advisory held 11,991 shares of Microsoft worth $4.44M as of Q1 2026.
Seven Mile Advisory sold 10,488 Microsoft shares in Q1 2026, an estimated $4.39M.
Microsoft made up 3.2% of Seven Mile Advisory's portfolio in Q1 2026, its #7 holding.
Seven Mile Advisory first reported a position in Microsoft in Q2 2023 and has held it in 12 quarters since.
Seven Mile Advisory's Microsoft position peaked at $12.7M in Q3 2025.
6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.