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Spectrum Advisors’s Microsoft MSFT Stock Holding History

Spectrum 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 		$500K Buy
+1,352
New +$566K 0.4% 31

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Spectrum Advisors's MSFT Position: Q1 2026 in Review

Spectrum Advisors opened a new position in Microsoft (MSFT) in Q1 2026: 1,352 shares worth $500K. The stake represents 0.4% of the portfolio and ranks #31 among its holdings.

6,235 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Spectrum Advisors held 1,352 shares of Microsoft worth $500K as of Q1 2026.
  • Microsoft was a new Spectrum Advisors position in Q1 2026.
  • Microsoft made up 0.4% of Spectrum Advisors's portfolio in Q1 2026, its #31 holding.
  • 6,235 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Spectrum Advisors's 13F filing for Q1 2026, filed 11 Sep 2026.