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Tennessee Valley Asset Management Partners’s Microsoft MSFT Stock Holding History

Tennessee Valley Asset Management Partners’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 		$2.25M Sell
6,082
-360
-6% -$151K 0.3% 50
2025
Q4 		$3.12M Sell
6,442
-150
-2% -$75.2K 0.4% 45
2025
Q3 		$3.41M Buy
6,592
+5,202
+374% +$2.65M 0.46% 38
2025
Q2 		$691K Sell
1,390
-5,018
-78% -$2.18M 0.18% 43
2025
Q1 		$2.41M Sell
6,408
-187
-3% -$76.2K 0.39% 43
2024
Q4 		$2.78M Sell
6,595
-530
-7% -$226K 0.47% 36
2024
Q3 		$3.06M Sell
7,125
-97
-1% -$41.5K 0.51% 30
2024
Q2 		$3.23M Buy
7,222
+1,437
+25% +$607K 0.61% 28
2024
Q1 		$2.43M Sell
5,785
-6,367
-52% -$2.58M 0.59% 24
2023
Q4 		$4.57M Buy
12,152
+6,057
+99% +$2.16M 0.62% 26
2023
Q3 		$1.92M Sell
6,095
-153
-2% -$50.6K 0.63% 27
2023
Q2 		$2.13M Buy
6,248
+3
+0% +$940 0.68% 23
2023
Q1 		$1.8M Sell
6,245
-24
-0.4% -$6.12K 0.59% 26
2022
Q4 		$1.5M Sell
6,269
-487
-7% -$117K 0.52% 27
2022
Q3 		$1.57M Buy
6,756
+9
+0.1% +$2.38K 0.62% 23
2022
Q2 		$1.73M Buy
6,747
+381
+6% +$103K 0.67% 17
2022
Q1 		$1.96M Sell
6,366
-67
-1% -$20.2K 0.66% 16
2021
Q4 		$2.16M Buy
6,433
+30
+0.5% +$9.73K 0.72% 16
2021
Q3 		$1.8M Buy
+6,403
New +$1.86M 0.69% 19
2021
Q2 		– Sell
-12,831
Closed -$3.02M – 77
2021
Q1 		$3.02M Sell
12,831
-1,403
-10% -$326K 0.77% 19
2020
Q4 		$3.17M Buy
14,234
+7,323
+106% +$1.57M 0.76% 21
2020
Q3 		$1.45M Buy
6,911
+607
+10% +$127K 0.85% 20
2020
Q2 		$1.28M Buy
6,304
+809
+15% +$147K 0.84% 20
2020
Q1 		$867K Buy
5,495
+1,019
+23% +$168K 0.65% 22
2019
Q4 		$706K Buy
4,476
+123
+3% +$18.1K 0.45% 26
2019
Q3 		$605K Buy
4,353
+155
+4% +$21.3K 0.44% 28
2019
Q2 		$562K Buy
4,198
+896
+27% +$114K 0.43% 31
2019
Q1 		$389K Buy
3,302
+304
+10% +$33.2K 0.34% 38
2018
Q4 		$305K Buy
+2,998
New +$321K 0.35% 40

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

Tennessee Valley Asset Management Partners's MSFT Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners reduced its Microsoft (MSFT) stake by 5.6% in Q1 2026, selling an estimated $151K and leaving 6,082 shares worth $2.25M. The position accounts for 0.3% of the portfolio, ranked #50.

Tennessee Valley Asset Management Partners first reported a position in MSFT in Q4 2018 and has held it in 29 quarters since. The position peaked at $4.57M in Q4 2023. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Tennessee Valley Asset Management Partners held 6,082 shares of Microsoft worth $2.25M as of Q1 2026.
  • Tennessee Valley Asset Management Partners sold 360 Microsoft shares in Q1 2026, an estimated $151K.
  • Microsoft made up 0.3% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #50 holding.
  • Tennessee Valley Asset Management Partners first reported a position in Microsoft in Q4 2018 and has held it in 29 quarters since.
  • Tennessee Valley Asset Management Partners's Microsoft position peaked at $4.57M in Q4 2023.
  • 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.