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Sterling Investment Advisors (Pennsylvania)’s Microsoft MSFT Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$10.7M Buy
28,891
+2,774
+11% +$1.16M 1.94% 11
2025
Q4 		$12.6M Buy
26,117
+543
+2% +$272K 2.33% 7
2025
Q3 		$13.2M Sell
25,574
-313
-1% -$160K 2.58% 6
2025
Q2 		$12.9M Buy
25,887
+583
+2% +$253K 2.82% 5
2025
Q1 		$9.5M Buy
25,304
+610
+2% +$249K 2.28% 7
2024
Q4 		$10.4M Buy
24,694
+451
+2% +$192K 2.52% 6
2024
Q3 		$10.4M Buy
24,243
+2,404
+11% +$1.03M 2.64% 5
2024
Q2 		$9.76M Buy
21,839
+370
+2% +$156K 2.64% 7
2024
Q1 		$9.03M Sell
21,469
-435
-2% -$176K 2.54% 7
2023
Q4 		$8.24M Buy
21,904
+305
+1% +$109K 2.57% 8
2023
Q3 		$6.82M Buy
21,599
+167
+0.8% +$55.2K 2.38% 9
2023
Q2 		$7.3M Sell
21,432
-418
-2% -$131K 2.41% 9
2023
Q1 		$6.3M Buy
21,850
+2,416
+12% +$616K 2.12% 12
2022
Q4 		$4.66M Sell
19,434
-14
-0.1% -$3.36K 1.67% 14
2022
Q3 		$4.53M Sell
19,448
-42
-0.2% -$11.1K 1.7% 14
2022
Q2 		$5.01M Buy
19,490
+12
+0.1% +$3.26K 1.72% 11
2022
Q1 		$6M Sell
19,478
-977
-5% -$294K 1.7% 13
2021
Q4 		$6.88M Sell
20,455
-1,258
-6% -$408K 1.94% 10
2021
Q3 		$6.12M Sell
21,713
-930
-4% -$271K 1.82% 11
2021
Q2 		$6.13M Buy
22,643
+9
+0% +$2.29K 1.79% 10
2021
Q1 		$5.34M Sell
22,634
-207
-0.9% -$48K 1.72% 13
2020
Q4 		$5.08M Sell
22,841
-813
-3% -$175K 1.72% 15
2020
Q3 		$4.97M Sell
23,654
-1,732
-7% -$364K 1.92% 11
2020
Q2 		$5.17M Sell
25,386
-583
-2% -$106K 2.14% 7
2020
Q1 		$4.09M Sell
25,969
-216
-0.8% -$35.5K 2.16% 9
2019
Q4 		$4.13M Sell
26,185
-954
-4% -$140K 1.9% 13
2019
Q3 		$3.77M Sell
27,139
-1,334
-5% -$183K 1.93% 12
2019
Q2 		$3.81M Sell
28,473
-2,873
-9% -$365K 1.95% 11
2019
Q1 		$3.7M Buy
31,346
+58
+0.2% +$6.33K 1.88% 12
2018
Q4 		$3.18M Sell
31,288
-628
-2% -$67.3K 1.87% 12
2018
Q3 		$3.65M Buy
31,916
+724
+2% +$78.5K 1.92% 12
2018
Q2 		$3.08M Sell
31,192
-212
-0.7% -$20.5K 1.82% 12
2018
Q1 		$2.87M Sell
31,404
-2,044
-6% -$187K 1.76% 12
2017
Q4 		$2.86M Sell
33,448
-3,093
-8% -$254K 1.77% 12
2017
Q3 		$2.72M Sell
36,541
-2,293
-6% -$167K 1.8% 12
2017
Q2 		$2.68M Sell
38,834
-495
-1% -$34K 1.79% 11
2017
Q1 		$2.59M Sell
39,329
-2,246
-5% -$144K 1.86% 11
2016
Q4 		$2.58M Buy
+41,575
New +$2.5M 2.07% 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

Sterling Investment Advisors (Pennsylvania)'s MSFT Position: Q1 2026 in Review

Sterling Investment Advisors (Pennsylvania) increased its Microsoft (MSFT) stake by 11% in Q1 2026, buying an estimated $1.16M and bringing the position to 28,891 shares worth $10.7M. The position accounts for 1.94% of the portfolio, ranked #11.

Sterling Investment Advisors (Pennsylvania) first reported a position in MSFT in Q4 2016 and has held it in 38 quarters since. The position peaked at $13.2M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Sterling Investment Advisors (Pennsylvania) held 28,891 shares of Microsoft worth $10.7M as of Q1 2026.
  • Sterling Investment Advisors (Pennsylvania) bought 2,774 Microsoft shares in Q1 2026, an estimated $1.16M.
  • Microsoft made up 1.94% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q1 2026, its #11 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Microsoft in Q4 2016 and has held it in 38 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s Microsoft position peaked at $13.2M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2026, filed 4 May 2026.