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Soltis Investment Advisors’s Microsoft MSFT Stock Holding History

Soltis 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 		$259K Buy
+700
New +$293K 0.02% 473

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

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

Soltis Investment Advisors increased its Microsoft (MSFT) stake by 2.1% in Q1 2026, buying an estimated $1.96M and bringing the position to 226,255 shares worth $83.8M. The position accounts for 5.28% of the portfolio, ranked #1.

Soltis Investment Advisors first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $107M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Soltis Investment Advisors held 226,255 shares of Microsoft worth $83.8M as of Q1 2026.
  • Soltis Investment Advisors bought 4,682 Microsoft shares in Q1 2026, an estimated $1.96M.
  • Microsoft made up 5.28% of Soltis Investment Advisors's portfolio in Q1 2026, its #1 holding.
  • Soltis Investment Advisors first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Soltis Investment Advisors's Microsoft position peaked at $107M in Q4 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.