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SRH Advisors’s Microsoft MSFT Stock Holding History

SRH 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 		$1.98M Sell
5,354
-70
-1% -$29.3K 0.57% 15
2025
Q4 		$2.62M Buy
5,424
+1
+0% +$501 0.76% 14
2025
Q3 		$2.81M Sell
5,423
-99
-2% -$50.5K 0.82% 13
2025
Q2 		$2.75M Sell
5,522
-41
-0.7% -$17.8K 0.84% 12
2025
Q1 		$2.09M Sell
5,563
-498
-8% -$203K 0.64% 14
2024
Q4 		$2.55M Sell
6,061
-15
-0.2% -$6.39K 0.76% 15
2024
Q3 		$2.61M Sell
6,076
-240
-4% -$103K 0.79% 15
2024
Q2 		$2.82M Sell
6,316
-59
-0.9% -$24.9K 0.95% 11
2024
Q1 		$2.68M Buy
6,375
+1
+0% +$405 0.85% 13
2023
Q4 		$2.4M Buy
6,374
+2
+0% +$712 0.84% 13
2023
Q3 		$2.01M Buy
6,372
+148
+2% +$48.9K 0.98% 13
2023
Q2 		$1.79M Hold
6,224
– – 0.96% 15
2023
Q1 		$1.79M Sell
6,224
-198
-3% -$50.5K 0.96% 15
2022
Q4 		$1.54M Buy
6,422
+352
+6% +$84.5K 0.85% 16
2022
Q3 		$1.41M Buy
6,070
+3
+0% +$792 1.84% 16
2022
Q2 		$1.56M Sell
6,067
-39
-0.6% -$10.6K 1.92% 15
2022
Q1 		$1.88M Buy
6,106
+202
+3% +$60.8K 2.09% 13
2021
Q4 		$1.99M Sell
5,904
-298
-5% -$96.6K 2.26% 12
2021
Q3 		$1.75M Sell
6,202
-332
-5% -$96.6K 2.13% 13
2021
Q2 		$1.77M Buy
6,534
+260
+4% +$66.1K 2.21% 13
2021
Q1 		$1.48M Buy
6,274
+3
+0% +$696 2.1% 12
2020
Q4 		$1.4M Buy
6,271
+3
+0% +$645 2.31% 10
2020
Q3 		$1.32M Buy
6,268
+302
+5% +$63.4K 2.54% 11
2020
Q2 		$1.21M Buy
5,966
+43
+0.7% +$7.81K 3.02% 9
2020
Q1 		$934K Buy
5,923
+4
+0.1% +$658 2.6% 11
2019
Q4 		$934K Buy
5,919
+3
+0.1% +$441 3% 8
2019
Q3 		$823K Buy
5,916
+3
+0.1% +$413 2.77% 10
2019
Q2 		$792K Buy
5,913
+240
+4% +$30.5K 2.7% 10
2019
Q1 		$669K Buy
5,673
+4
+0.1% +$436 2.37% 12
2018
Q4 		$576K Buy
5,669
+4
+0.1% +$428 2.21% 13
2018
Q3 		$648K Hold
5,665
– – 2.22% 12
2018
Q2 		$559K Hold
5,665
– – 2.1% 13
2018
Q1 		$517K Hold
5,665
– – 2.05% 13
2017
Q4 		$485K Sell
5,665
-500
-8% -$41K 1.92% 13
2017
Q3 		$459K Hold
6,165
– – 1.95% 13
2017
Q2 		$425K Sell
6,165
-500
-8% -$34.3K 2.02% 13
2017
Q1 		$439K Buy
6,665
+500
+8% +$32K 2.05% 14
2016
Q4 		$383K Hold
6,165
– – 1.9% 14
2016
Q3 		$355K Hold
6,165
– – 1.85% 14
2016
Q2 		$315K Hold
6,165
– – 1.68% 15
2016
Q1 		$340K Hold
6,165
– – 1.87% 13
2015
Q4 		$342K Hold
6,165
– – 2.01% 12
2015
Q3 		$273K Buy
6,165
+125
+2% +$5.61K 1.6% 12
2015
Q2 		$267K Hold
6,040
– – 1.68% 12
2015
Q1 		$246K Hold
6,040
– – 1.63% 11
2014
Q4 		$281K Hold
6,040
– – 1.91% 12
2014
Q3 		$280K Hold
6,040
– – 2.16% 11
2014
Q2 		$252K Hold
6,040
– – 1.98% 11
2014
Q1 		$248K Buy
+6,040
New +$227K 1.98% 11

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

SRH Advisors's MSFT Position: Q1 2026 in Review

SRH Advisors reduced its Microsoft (MSFT) stake by 1.3% in Q1 2026, selling an estimated $29.3K and leaving 5,354 shares worth $1.98M. The position accounts for 0.57% of the portfolio, ranked #15.

SRH Advisors first reported a position in MSFT in Q1 2014 and has held it in 49 quarters since. The position peaked at $2.82M in Q2 2024. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • SRH Advisors held 5,354 shares of Microsoft worth $1.98M as of Q1 2026.
  • SRH Advisors sold 70 Microsoft shares in Q1 2026, an estimated $29.3K.
  • Microsoft made up 0.57% of SRH Advisors's portfolio in Q1 2026, its #15 holding.
  • SRH Advisors first reported a position in Microsoft in Q1 2014 and has held it in 49 quarters since.
  • SRH Advisors's Microsoft position peaked at $2.82M in Q2 2024.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.