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Tobias Financial Advisors’s Microsoft MSFT Stock Holding History

Tobias Financial 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 		$1.87M Sell
5,045
-1,953
-28% -$817K 0.26% 49
2025
Q4 		$3.38M Buy
6,998
+919
+15% +$461K 0.48% 37
2025
Q3 		$3.15M Buy
6,079
+601
+11% +$307K 0.48% 41
2025
Q2 		$2.72M Buy
5,478
+814
+17% +$353K 0.47% 43
2025
Q1 		$1.75M Buy
4,664
+326
+8% +$133K 0.34% 42
2024
Q4 		$1.83M Buy
4,338
+815
+23% +$347K 0.37% 41
2024
Q3 		$1.52M Buy
3,523
+231
+7% +$98.7K 0.3% 44
2024
Q2 		$1.47M Buy
3,292
+263
+9% +$111K 0.32% 43
2024
Q1 		$1.27M Buy
3,029
+990
+49% +$401K 0.29% 46
2023
Q4 		$767K Buy
2,039
+204
+11% +$72.6K 0.19% 54
2023
Q3 		$579K Sell
1,835
-91
-5% -$30.1K 0.15% 64
2023
Q2 		$656K Buy
1,926
+232
+14% +$72.7K 0.18% 59
2023
Q1 		$488K Sell
1,694
-370
-18% -$94.4K 0.14% 62
2022
Q4 		$495K Buy
2,064
+253
+14% +$60.7K 0.16% 63
2022
Q3 		$422K Sell
1,811
-1
-0.1% -$264 0.15% 62
2022
Q2 		$465K Buy
1,812
+614
+51% +$167K 0.16% 60
2022
Q1 		$369K Sell
1,198
-14,859
-93% -$4.47M 0.13% 57
2021
Q4 		$5.4M Buy
16,057
+14,952
+1,353% +$4.85M 0.42% 51
2021
Q3 		$312K Sell
1,105
-40
-3% -$11.6K 0.12% 56
2021
Q2 		$310K Buy
1,145
+76
+7% +$19.3K 0.12% 57
2021
Q1 		$252K Sell
1,069
-71
-6% -$16.5K 0.11% 58
2020
Q4 		$254K Sell
1,140
-636
-36% -$137K 0.12% 55
2020
Q3 		$374K Sell
1,776
-9
-0.5% -$1.89K 0.2% 50
2020
Q2 		$363K Sell
1,785
-53
-3% -$9.62K 0.21% 49
2020
Q1 		$290K Sell
1,838
-446
-20% -$73.3K 0.21% 42
2019
Q4 		$360K Buy
+2,284
New +$336K 0.23% 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

Tobias Financial Advisors's MSFT Position: Q1 2026 in Review

Tobias Financial Advisors reduced its Microsoft (MSFT) stake by 28% in Q1 2026, selling an estimated $817K and leaving 5,045 shares worth $1.87M. The position accounts for 0.26% of the portfolio, ranked #49.

Tobias Financial Advisors first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.4M in Q4 2021. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Tobias Financial Advisors held 5,045 shares of Microsoft worth $1.87M as of Q1 2026.
  • Tobias Financial Advisors sold 1,953 Microsoft shares in Q1 2026, an estimated $817K.
  • Microsoft made up 0.26% of Tobias Financial Advisors's portfolio in Q1 2026, its #49 holding.
  • Tobias Financial Advisors first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Tobias Financial Advisors's Microsoft position peaked at $5.4M in Q4 2021.
  • 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Tobias Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.