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Spurstone Advisory Services’s Microsoft MSFT Stock Holding History

Spurstone 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 		$3.7K Buy
+10
New +$4.18K 0.06% 35
2025
Q1 		– Sell
-300
Closed -$126K – 109
2024
Q4 		$126K Buy
+300
New +$128K 2.41% 13

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

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

Spurstone Advisory Services opened a new position in Microsoft (MSFT) in Q1 2026: 10 shares worth $3.7K. The stake represents 0.06% of the portfolio and ranks #35 among its holdings. This is a return to the name: Spurstone Advisory Services previously reported a position in MSFT as recently as Q4 2024.

Spurstone Advisory Services first reported a position in MSFT in Q4 2024 and has held it in 2 quarters since. The position peaked at $126K in Q4 2024. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Spurstone Advisory Services held 10 shares of Microsoft worth $3.7K as of Q1 2026.
  • Microsoft was a new Spurstone Advisory Services position in Q1 2026.
  • Microsoft made up 0.06% of Spurstone Advisory Services's portfolio in Q1 2026, its #35 holding.
  • Spurstone Advisory Services first reported a position in Microsoft in Q4 2024 and has held it in 2 quarters since.
  • Spurstone Advisory Services's Microsoft position peaked at $126K in Q4 2024.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.