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Stolz & Associates’s Microsoft MSFT Stock Holding History

Stolz & Associates’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 		$687K Sell
1,634
-3,474
-68% -$1.45M 0.48% 17
2025
Q4 		$2.47M Buy
+5,108
New +$2.56M 1.91% 10

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

Stolz & Associates's MSFT Position: Q1 2026 in Review

Stolz & Associates reduced its Microsoft (MSFT) stake by 68% in Q1 2026, selling an estimated $1.45M and leaving 1,634 shares worth $687K. The position accounts for 0.48% of the portfolio, ranked #17.

Stolz & Associates first reported a position in MSFT in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.47M in Q4 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Stolz & Associates held 1,634 shares of Microsoft worth $687K as of Q1 2026.
  • Stolz & Associates sold 3,474 Microsoft shares in Q1 2026, an estimated $1.45M.
  • Microsoft made up 0.48% of Stolz & Associates's portfolio in Q1 2026, its #17 holding.
  • Stolz & Associates first reported a position in Microsoft in Q4 2025 and has held it in 2 quarters since.
  • Stolz & Associates's Microsoft position peaked at $2.47M in Q4 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Stolz & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.