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SMI Advisory Services’s Microsoft MSFT Stock Holding History

SMI Advisory Services’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 		– Sell
-480
Closed -$229K – 63
2025
Q4 		$229K Hold
480
– – 0.04% 54
2025
Q3 		$248K Buy
+480
New +$245K 0.05% 49
2022
Q1 		– Sell
-616
Closed -$207K – 38
2021
Q4 		$207K Buy
+616
New +$200K 0.08% 33

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

SMI Advisory Services's MSFT Position: Q1 2026 in Review

SMI Advisory Services sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 480 shares — an estimated $229K sold.

SMI Advisory Services first reported a position in MSFT in Q4 2021 and held it in 3 quarters. The position peaked at $248K in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • SMI Advisory Services reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • SMI Advisory Services sold 480 Microsoft shares in Q1 2026, an estimated $229K.
  • SMI Advisory Services first reported a position in Microsoft in Q4 2021 and held it in 3 quarters.
  • SMI Advisory Services's Microsoft position peaked at $248K in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on SMI Advisory Services's 13F filing for Q1 2026, filed 7 Apr 2026.