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Tranquilli Financial Advisor’s Microsoft MSFT Stock Holding History

Tranquilli Financial Advisor’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 		$1.63M Buy
4,396
+970
+28% +$406K 0.95% 29
2025
Q4 		$1.66M Buy
3,426
+90
+3% +$45.1K 0.96% 30
2025
Q3 		$1.73M Buy
3,336
+341
+11% +$174K 1.02% 31
2025
Q2 		$1.49M Buy
2,995
+12
+0.4% +$5.21K 0.92% 34
2025
Q1 		$1.12M Buy
2,983
+145
+5% +$59.1K 0.71% 39
2024
Q4 		$1.2M Buy
2,838
+119
+4% +$50.7K 0.76% 38
2024
Q3 		$1.17M Buy
2,719
+12
+0.4% +$5.13K 0.73% 40
2024
Q2 		$1.24M Sell
2,707
-107
-4% -$45.2K 0.83% 31
2024
Q1 		$1.18M Sell
2,814
-137
-5% -$55.5K 0.79% 37
2023
Q4 		$1.11M Sell
2,951
-482
-14% -$172K 0.78% 31
2023
Q3 		$1.08M Buy
3,433
+43
+1% +$14.2K 0.78% 30
2023
Q2 		$1.15M Sell
3,390
-188
-5% -$58.9K 0.82% 24
2023
Q1 		$1.03M Buy
3,578
+310
+9% +$79.1K 0.77% 24
2022
Q4 		$784K Buy
3,268
+754
+30% +$181K 0.59% 26
2022
Q3 		$586K Buy
2,514
+276
+12% +$72.9K 0.46% 22
2022
Q2 		$575K Buy
2,238
+612
+38% +$166K 0.44% 27
2022
Q1 		$501K Buy
1,626
+340
+26% +$102K 0.36% 47
2021
Q4 		$433K Buy
1,286
+58
+5% +$18.8K 0.3% 57
2021
Q3 		$346K Buy
1,228
+91
+8% +$26.5K 0.26% 56
2021
Q2 		$308K Buy
1,137
+62
+6% +$15.8K 0.23% 61
2021
Q1 		$253K Buy
+1,075
New +$249K 0.2% 67

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

Tranquilli Financial Advisor's MSFT Position: Q1 2026 in Review

Tranquilli Financial Advisor increased its Microsoft (MSFT) stake by 28% in Q1 2026, buying an estimated $406K and bringing the position to 4,396 shares worth $1.63M. The position accounts for 0.95% of the portfolio, ranked #29.

Tranquilli Financial Advisor first reported a position in MSFT in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.73M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Tranquilli Financial Advisor held 4,396 shares of Microsoft worth $1.63M as of Q1 2026.
  • Tranquilli Financial Advisor bought 970 Microsoft shares in Q1 2026, an estimated $406K.
  • Microsoft made up 0.95% of Tranquilli Financial Advisor's portfolio in Q1 2026, its #29 holding.
  • Tranquilli Financial Advisor first reported a position in Microsoft in Q1 2021 and has held it in 21 quarters since.
  • Tranquilli Financial Advisor's Microsoft position peaked at $1.73M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2026, filed 11 May 2026.