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SGL Investment Advisors’s Microsoft MSFT Stock Holding History

SGL Investment 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 		$9.83M Buy
23,818
+337
+1% +$141K 3.69% 4
2025
Q4 		$9.24M Buy
23,481
+1,529
+7% +$766K 3.7% 2
2025
Q3 		$11.3M Buy
21,952
+465
+2% +$237K 4.73% 2
2025
Q2 		$10.7M Buy
21,487
+225
+1% +$97.7K 5.08% 1
2025
Q1 		$9.32M Buy
21,262
+112
+0.5% +$45.7K 4.81% 1
2024
Q4 		$8.65M Buy
21,150
+518
+3% +$221K 4.36% 2
2024
Q3 		$8.81M Buy
+20,632
New +$8.82M 4.52% 2

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

SGL Investment Advisors's MSFT Position: Q1 2026 in Review

SGL Investment Advisors increased its Microsoft (MSFT) stake by 1.4% in Q1 2026, buying an estimated $141K and bringing the position to 23,818 shares worth $9.83M. The position accounts for 3.69% of the portfolio, ranked #4.

SGL Investment Advisors first reported a position in MSFT in Q3 2024 and has held it in 7 quarters since. The position peaked at $11.3M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • SGL Investment Advisors held 23,818 shares of Microsoft worth $9.83M as of Q1 2026.
  • SGL Investment Advisors bought 337 Microsoft shares in Q1 2026, an estimated $141K.
  • Microsoft made up 3.69% of SGL Investment Advisors's portfolio in Q1 2026, its #4 holding.
  • SGL Investment Advisors first reported a position in Microsoft in Q3 2024 and has held it in 7 quarters since.
  • SGL Investment Advisors's Microsoft position peaked at $11.3M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on SGL Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.