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Tandem Investment Advisors’s Microsoft MSFT Stock Holding History

Tandem 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 		$86.1M Buy
232,481
+5,670
+2% +$2.37M 4.22% 7
2025
Q4 		$110M Sell
226,811
-12,519
-5% -$6.27M 4.08% 10
2025
Q3 		$124M Sell
239,330
-3,677
-2% -$1.88M 4.23% 7
2025
Q2 		$121M Sell
243,007
-1,287
-0.5% -$559K 4.23% 8
2025
Q1 		$91.7M Buy
244,294
+44,073
+22% +$18M 3.2% 15
2024
Q4 		$84.4M Sell
200,221
-957
-0.5% -$408K 3.2% 15
2024
Q3 		$86.6M Buy
201,178
+5,107
+3% +$2.18M 3.28% 14
2024
Q2 		$87.6M Buy
196,071
+12,489
+7% +$5.27M 3.49% 10
2024
Q1 		$77.2M Sell
183,582
-1,840
-1% -$745K 2.99% 14
2023
Q4 		$69.7M Sell
185,422
-11,304
-6% -$4.02M 2.79% 15
2023
Q3 		$62.1M Buy
196,726
+28,478
+17% +$9.41M 2.62% 19
2023
Q2 		$57.3M Buy
168,248
+831
+0.5% +$260K 2.52% 20
2023
Q1 		$48.3M Buy
167,417
+1,207
+0.7% +$308K 2.31% 20
2022
Q4 		$39.9M Buy
166,210
+4,775
+3% +$1.15M 2.06% 24
2022
Q3 		$37.6M Buy
161,435
+13,132
+9% +$3.47M 2.14% 21
2022
Q2 		$38.1M Buy
148,303
+6,099
+4% +$1.66M 2.24% 25
2022
Q1 		$43.8M Buy
142,204
+6,080
+4% +$1.83M 2.69% 22
2021
Q4 		$45.8M Buy
136,124
+15,322
+13% +$4.97M 2.98% 17
2021
Q3 		$34.1M Buy
120,802
+985
+0.8% +$287K 2.79% 20
2021
Q2 		$32.5M Buy
119,817
+18,436
+18% +$4.69M 2.78% 19
2021
Q1 		$23.9M Buy
101,381
+1,918
+2% +$445K 2.29% 23
2020
Q4 		$22.1M Buy
99,463
+4,205
+4% +$904K 2.38% 22
2020
Q3 		$20M Sell
95,258
-7,041
-7% -$1.48M 2.46% 21
2020
Q2 		$20.8M Buy
102,299
+4,097
+4% +$744K 2.81% 17
2020
Q1 		$15.5M Sell
98,202
-40,674
-29% -$6.69M 2.3% 22
2019
Q4 		$21.9M Buy
138,876
+10,311
+8% +$1.51M 3.67% 9
2019
Q3 		$17.9M Buy
128,565
+3,302
+3% +$454K 3.24% 15
2019
Q2 		$16.8M Buy
125,263
+4,330
+4% +$550K 3.18% 15
2019
Q1 		$14.3M Buy
120,933
+11,058
+10% +$1.21M 3.14% 15
2018
Q4 		$11.2M Buy
109,875
+15,335
+16% +$1.64M 2.9% 17
2018
Q3 		$10.8M Sell
94,540
-311
-0.3% -$33.7K 2.96% 21
2018
Q2 		$9.35M Buy
94,851
+1,462
+2% +$142K 2.86% 20
2018
Q1 		$8.52M Buy
93,389
+5,784
+7% +$529K 2.78% 22
2017
Q4 		$7.49M Buy
87,605
+403
+0.5% +$33.1K 2.57% 20
2017
Q3 		$6.5M Sell
87,202
-1,955
-2% -$143K 2.44% 22
2017
Q2 		$6.15M Buy
89,157
+4,557
+5% +$313K 2.44% 21
2017
Q1 		$5.57M Buy
84,600
+4,711
+6% +$302K 2.47% 20
2016
Q4 		$4.96M Buy
+79,889
New +$4.81M 2.39% 17

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

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

Tandem Investment Advisors increased its Microsoft (MSFT) stake by 2.5% in Q1 2026, buying an estimated $2.37M and bringing the position to 232,481 shares worth $86.1M. The position accounts for 4.22% of the portfolio, ranked #7.

Tandem Investment Advisors first reported a position in MSFT in Q4 2016 and has held it in 38 quarters since. The position peaked at $124M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Tandem Investment Advisors held 232,481 shares of Microsoft worth $86.1M as of Q1 2026.
  • Tandem Investment Advisors bought 5,670 Microsoft shares in Q1 2026, an estimated $2.37M.
  • Microsoft made up 4.22% of Tandem Investment Advisors's portfolio in Q1 2026, its #7 holding.
  • Tandem Investment Advisors first reported a position in Microsoft in Q4 2016 and has held it in 38 quarters since.
  • Tandem Investment Advisors's Microsoft position peaked at $124M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Tandem Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.