South Shore Capital Advisors’s Microsoft MSFT Stock Holding History

South Shore Capital 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	$4.73M	Sell	12,766 -314	-2%	-$131K	3.46%	4
2025 Q4	$6.33M	Buy	+13,080	New	+$6.55M	4.62%	4
2022 Q3	$3.52M	Buy	15,116 +109	+0.7%	+$28.8K	8.2%	1
2022 Q2	$3.85M	Buy	15,007 +34	+0.2%	+$9.23K	8.05%	1
2022 Q1	$4.62M	Buy	14,973 +1,112	+8%	+$335K	7.52%	1
2021 Q4	$4.66M	Buy	13,861 +363	+3%	+$118K	7.61%	1
2021 Q3	$3.81M	Sell	13,498 -226	-2%	-$65.8K	6.89%	1
2021 Q2	$3.72M	Sell	13,724 -9,630	-41%	-$2.45M	6.58%	1
2021 Q1	$5.51M	Sell	23,354 -45	-0.2%	-$10.4K	5.48%	3
2020 Q4	$5.2M	Buy	+23,399	New	+$5.03M	5.15%	3

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

South Shore Capital Advisors's MSFT Position: Q1 2026 in Review

South Shore Capital Advisors reduced its Microsoft (MSFT) stake by 2.4% in Q1 2026, selling an estimated $131K and leaving 12,766 shares worth $4.73M. The position accounts for 3.46% of the portfolio, ranked #4.

South Shore Capital Advisors first reported a position in MSFT in Q4 2020 and has held it in 10 quarters since. The position peaked at $6.33M in Q4 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

South Shore Capital Advisors held 12,766 shares of Microsoft worth $4.73M as of Q1 2026.
South Shore Capital Advisors sold 314 Microsoft shares in Q1 2026, an estimated $131K.
Microsoft made up 3.46% of South Shore Capital Advisors's portfolio in Q1 2026, its #4 holding.
South Shore Capital Advisors first reported a position in Microsoft in Q4 2020 and has held it in 10 quarters since.
South Shore Capital Advisors's Microsoft position peaked at $6.33M in Q4 2025.
6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on South Shore Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.