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Skyline Advisors’s Microsoft MSFT Stock Holding History

Skyline 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 		$16.9M Sell
45,538
-362
-0.8% -$151K 5.88% 4
2025
Q4 		$22.2M Sell
45,900
-937
-2% -$470K 7.41% 4
2025
Q3 		$24.3M Sell
46,837
-53
-0.1% -$27K 8.36% 3
2025
Q2 		$23.3M Sell
46,890
-302
-0.6% -$131K 8.62% 3
2025
Q1 		$17.7M Sell
47,192
-467
-1% -$190K 6.98% 5
2024
Q4 		$20.1M Sell
47,659
-956
-2% -$407K 7.8% 3
2024
Q3 		$20.9M Sell
48,615
-360
-0.7% -$154K 8.61% 2
2024
Q2 		$21.9M Sell
48,975
-418
-0.8% -$177K 9.52% 2
2024
Q1 		$20.8M Sell
49,393
-170
-0.3% -$68.8K 9.3% 2
2023
Q4 		$18.6M Buy
+49,563
New +$17.6M 8.9% 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

Skyline Advisors's MSFT Position: Q1 2026 in Review

Skyline Advisors reduced its Microsoft (MSFT) stake by 0.79% in Q1 2026, selling an estimated $151K and leaving 45,538 shares worth $16.9M. The position accounts for 5.88% of the portfolio, ranked #4.

Skyline Advisors first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $24.3M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Skyline Advisors held 45,538 shares of Microsoft worth $16.9M as of Q1 2026.
  • Skyline Advisors sold 362 Microsoft shares in Q1 2026, an estimated $151K.
  • Microsoft made up 5.88% of Skyline Advisors's portfolio in Q1 2026, its #4 holding.
  • Skyline Advisors first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Skyline Advisors's Microsoft position peaked at $24.3M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Skyline Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.