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Strategic Investment Advisors’s Microsoft MSFT Stock Holding History

Strategic Investment 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 		$15.3M Buy
41,426
+8,813
+27% +$3.69M 1.06% 24
2025
Q4 		$15.8M Sell
32,613
-490
-1% -$246K 1.36% 19
2025
Q3 		$17.1M Sell
33,103
-711
-2% -$363K 1.54% 16
2025
Q2 		$16.8M Sell
33,814
-1,865
-5% -$810K 1.63% 13
2025
Q1 		$13.4M Buy
35,679
+458
+1% +$187K 1.42% 22
2024
Q4 		$14.8M Sell
35,221
-271
-0.8% -$115K 1.58% 17
2024
Q3 		$15.3M Sell
35,492
-49
-0.1% -$20.9K 1.67% 14
2024
Q2 		$15.9M Buy
35,541
+890
+3% +$376K 1.94% 10
2024
Q1 		$14.6M Buy
34,651
+2,485
+8% +$1.01M 1.87% 9
2023
Q4 		$12.1M Sell
32,166
-381
-1% -$136K 1.75% 13
2023
Q3 		$10.3M Sell
32,547
-107
-0.3% -$35.4K 1.69% 13
2023
Q2 		$11.1M Buy
32,654
+1,442
+5% +$452K 1.54% 17
2023
Q1 		$9M Buy
31,212
+2,131
+7% +$544K 1.63% 12
2022
Q4 		$6.97M Buy
29,081
+875
+3% +$210K 1.45% 17
2022
Q3 		$6.57M Buy
28,206
+1,042
+4% +$275K 1.48% 14
2022
Q2 		$6.98M Buy
27,164
+1,596
+6% +$433K 1.39% 15
2022
Q1 		$7.88M Buy
25,568
+1,815
+8% +$546K 1.49% 13
2021
Q4 		$7.99M Sell
23,753
-1,632
-6% -$529K 1.54% 15
2021
Q3 		$7.16M Buy
25,385
+647
+3% +$188K 1.57% 18
2021
Q2 		$6.7M Buy
24,738
+2,893
+13% +$735K 1.53% 19
2021
Q1 		$5.15M Buy
21,845
+1,598
+8% +$371K 1.34% 22
2020
Q4 		$4.5M Buy
20,247
+7,749
+62% +$1.67M 1.3% 20
2020
Q3 		$2.63M Buy
12,498
+1,402
+13% +$294K 0.89% 31
2020
Q2 		$2.26M Buy
11,096
+39
+0.4% +$7.08K 0.85% 33
2020
Q1 		$1.74M Buy
11,057
+449
+4% +$73.8K 0.8% 36
2019
Q4 		$1.67M Buy
10,608
+79
+0.8% +$11.6K 0.69% 38
2019
Q3 		$1.46M Buy
10,529
+1,428
+16% +$196K 0.7% 34
2019
Q2 		$1.21M Buy
9,101
+93
+1% +$11.8K 0.66% 39
2019
Q1 		$1.06M Sell
9,008
-2,159
-19% -$236K 0.73% 37
2018
Q4 		$1.13M Buy
+11,167
New +$1.2M 1.02% 28

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

Strategic Investment Advisors's MSFT Position: Q1 2026 in Review

Strategic Investment Advisors increased its Microsoft (MSFT) stake by 27% in Q1 2026, buying an estimated $3.69M and bringing the position to 41,426 shares worth $15.3M. The position accounts for 1.06% of the portfolio, ranked #24.

Strategic Investment Advisors first reported a position in MSFT in Q4 2018 and has held it in 30 quarters since. The position peaked at $17.1M in Q3 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Strategic Investment Advisors held 41,426 shares of Microsoft worth $15.3M as of Q1 2026.
  • Strategic Investment Advisors bought 8,813 Microsoft shares in Q1 2026, an estimated $3.69M.
  • Microsoft made up 1.06% of Strategic Investment Advisors's portfolio in Q1 2026, its #24 holding.
  • Strategic Investment Advisors first reported a position in Microsoft in Q4 2018 and has held it in 30 quarters since.
  • Strategic Investment Advisors's Microsoft position peaked at $17.1M in Q3 2025.
  • 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.