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Silver Oak Advisory Group’s Microsoft MSFT Stock Holding History

Silver Oak 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 		$1.44M Sell
3,883
-40
-1% -$16.7K 0.62% 23
2025
Q4 		$1.9M Sell
3,923
-910
-19% -$456K 0.86% 19
2025
Q3 		$2.5M Sell
4,833
-118
-2% -$60.2K 1.13% 15
2025
Q2 		$2.46M Buy
4,951
+202
+4% +$87.7K 1.19% 16
2025
Q1 		$1.78M Sell
4,749
-44
-0.9% -$17.9K 0.95% 18
2024
Q4 		$2.02M Hold
4,793
– – 1.07% 17
2024
Q3 		$2.06M Sell
4,793
-6
-0.1% -$2.56K 1.06% 17
2024
Q2 		$2.14M Sell
4,799
-49
-1% -$20.7K 1.19% 15
2024
Q1 		$2.04M Sell
4,848
-97
-2% -$39.3K 1.15% 16
2023
Q4 		$1.86M Sell
4,945
-284
-5% -$101K 1.09% 16
2023
Q3 		$1.65M Buy
5,229
+1,695
+48% +$560K 1.07% 16
2023
Q2 		$1.2M Hold
3,534
– – 0.79% 16
2023
Q1 		$1.02M Sell
3,534
-100
-3% -$25.5K 0.68% 18
2022
Q4 		$871K Sell
3,634
-55
-1% -$13.2K 0.61% 21
2022
Q3 		$859K Sell
3,689
-66
-2% -$17.4K 0.64% 20
2022
Q2 		$964K Sell
3,755
-87
-2% -$23.6K 0.68% 18
2022
Q1 		$1.18M Sell
3,842
-458
-11% -$138K 0.77% 19
2021
Q4 		$1.45M Buy
+4,300
New +$1.39M 0.92% 16

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

Silver Oak Advisory Group's MSFT Position: Q1 2026 in Review

Silver Oak Advisory Group reduced its Microsoft (MSFT) stake by 1% in Q1 2026, selling an estimated $16.7K and leaving 3,883 shares worth $1.44M. The position accounts for 0.62% of the portfolio, ranked #23.

Silver Oak Advisory Group first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.5M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Silver Oak Advisory Group held 3,883 shares of Microsoft worth $1.44M as of Q1 2026.
  • Silver Oak Advisory Group sold 40 Microsoft shares in Q1 2026, an estimated $16.7K.
  • Microsoft made up 0.62% of Silver Oak Advisory Group's portfolio in Q1 2026, its #23 holding.
  • Silver Oak Advisory Group first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Silver Oak Advisory Group's Microsoft position peaked at $2.5M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Silver Oak Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.