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Stansberry Asset Management’s Microsoft MSFT Stock Holding History

Stansberry Asset Management’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
2018
Q3 		– Sell
-100
Closed -$10K – 96
2018
Q2 		$10K Hold
100
– – ﹤0.01% 94
2018
Q1 		$9K Buy
+100
New +$9.14K ﹤0.01% 70

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

Stansberry Asset Management's MSFT Position: Q1 2026 in Review

Stansberry Asset Management reduced its Microsoft (MSFT) stake by 28% in Q1 2026, selling an estimated $6.06M and leaving 36,566 shares worth $13.5M. The position accounts for 1.39% of the portfolio, ranked #24.

Stansberry Asset Management first reported a position in MSFT in Q1 2018 and has held it in 33 quarters since. The position peaked at $26.1M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Stansberry Asset Management held 36,566 shares of Microsoft worth $13.5M as of Q1 2026.
  • Stansberry Asset Management sold 14,489 Microsoft shares in Q1 2026, an estimated $6.06M.
  • Microsoft made up 1.39% of Stansberry Asset Management's portfolio in Q1 2026, its #24 holding.
  • Stansberry Asset Management first reported a position in Microsoft in Q1 2018 and has held it in 33 quarters since.
  • Stansberry Asset Management's Microsoft position peaked at $26.1M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Stansberry Asset Management's 13F filing for Q1 2026, filed 15 May 2026.