Terril Brothers’s Microsoft MSFT Stock Holding History

Terril Brothers’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	$922K	Sell	2,490 -153	-6%	-$64K	0.25%	28
2025 Q4	$1.28M	Buy	2,643 +21	+0.8%	+$10.5K	0.34%	26
2025 Q3	$1.36M	Hold	2,622	–	–	0.41%	23
2025 Q2	$1.3M	Buy	2,622 +989	+61%	+$429K	0.49%	21
2025 Q1	$613K	Sell	1,633 -145	-8%	-$59.1K	0.23%	27
2024 Q4	$749K	Buy	1,778 +900	+103%	+$383K	0.21%	34
2024 Q3	$378K	Hold	878	–	–	0.13%	39
2024 Q2	$392K	Buy	878 +20	+2%	+$8.45K	0.14%	40
2024 Q1	$361K	Sell	858 -25	-3%	-$10.1K	0.12%	42
2023 Q4	$332K	Buy	883 +27	+3%	+$9.61K	0.12%	44
2023 Q3	$270K	Buy	856 +88	+11%	+$29.1K	0.13%	43
2023 Q2	$262K	Buy	768 +43	+6%	+$13.5K	0.12%	43
2023 Q1	$209K	Buy	+725	New	+$185K	0.1%	44
2022 Q2	–	Sell	-950	Closed	-$293K	–	60
2022 Q1	$293K	Hold	950	–	–	0.06%	47
2021 Q4	$320K	Hold	950	–	–	0.07%	46
2021 Q3	$268K	Hold	950	–	–	0.07%	50
2021 Q2	$257K	Buy	950 +100	+12%	+$25.4K	0.06%	50
2021 Q1	$200K	Buy	+850	New	+$197K	0.05%	60

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Terril Brothers's MSFT Position: Q1 2026 in Review

Terril Brothers reduced its Microsoft (MSFT) stake by 5.8% in Q1 2026, selling an estimated $64K and leaving 2,490 shares worth $922K. The position accounts for 0.25% of the portfolio, ranked #28.

Terril Brothers first reported a position in MSFT in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.36M in Q3 2025. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Terril Brothers held 2,490 shares of Microsoft worth $922K as of Q1 2026.
Terril Brothers sold 153 Microsoft shares in Q1 2026, an estimated $64K.
Microsoft made up 0.25% of Terril Brothers's portfolio in Q1 2026, its #28 holding.
Terril Brothers first reported a position in Microsoft in Q1 2021 and has held it in 18 quarters since.
Terril Brothers's Microsoft position peaked at $1.36M in Q3 2025.
6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Terril Brothers's 13F filing for Q1 2026, filed 7 May 2026.