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Tucker Asset Management’s Microsoft MSFT Stock Holding History

Tucker Asset Management’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
2025
Q4 		$1.63M Sell
3,378
-11
-0.3% -$5.51K 0.48% 18
2025
Q3 		$1.76M Sell
3,389
-186
-5% -$94.9K 0.53% 19
2025
Q2 		$1.78M Sell
3,575
-43
-1% -$18.7K 0.57% 16
2025
Q1 		$1.36M Sell
3,618
-330
-8% -$135K 0.44% 17
2024
Q4 		$1.66M Sell
3,948
-335
-8% -$143K 0.18% 22
2024
Q3 		$1.84M Buy
4,283
+495
+13% +$212K 0.43% 19
2024
Q2 		$1.69M Sell
3,788
-354
-9% -$150K 0.37% 22
2024
Q1 		$1.74M Buy
4,142
+280
+7% +$113K 0.4% 24
2023
Q4 		$1.45M Sell
3,862
-43
-1% -$15.3K 0.36% 27
2023
Q3 		$1.23M Buy
3,905
+780
+25% +$258K 0.33% 25
2023
Q2 		$1.06M Buy
3,125
+700
+29% +$219K 0.31% 24
2023
Q1 		$699K Buy
2,425
+231
+11% +$58.9K 0.21% 25
2022
Q4 		$529K Buy
2,194
+309
+16% +$74.2K 0.17% 20
2022
Q3 		$438K Buy
1,885
+300
+19% +$79.2K 0.14% 15
2022
Q2 		$407K Buy
1,585
+660
+71% +$179K 0.13% 10
2022
Q1 		$285K Buy
925
+32
+4% +$9.63K 0.09% 14
2021
Q4 		$303K Buy
893
+71
+9% +$23K 0.1% 14
2021
Q3 		$273K Buy
822
+325
+65% +$94.6K 0.1% 17
2021
Q2 		$135K Sell
497
-162
-25% -$41.2K 0.06% 26
2021
Q1 		$155K Sell
659
-28
-4% -$6.5K 0.08% 29
2020
Q4 		$153K Buy
+687
New +$148K 0.09% 27

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Tucker Asset Management's MSFT Position: Q4 2025 in Review

Tucker Asset Management reduced its Microsoft (MSFT) stake by 0.32% in Q4 2025, selling an estimated $5.51K and leaving 3,378 shares worth $1.63M. The position accounts for 0.48% of the portfolio, ranked #18.

Tucker Asset Management first reported a position in MSFT in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.84M in Q3 2024. 6,290 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Tucker Asset Management held 3,378 shares of Microsoft worth $1.63M as of Q4 2025.
  • Tucker Asset Management sold 11 Microsoft shares in Q4 2025, an estimated $5.51K.
  • Microsoft made up 0.48% of Tucker Asset Management's portfolio in Q4 2025, its #18 holding.
  • Tucker Asset Management first reported a position in Microsoft in Q4 2020 and has held it in 21 quarters since.
  • Tucker Asset Management's Microsoft position peaked at $1.84M in Q3 2024.
  • 6,290 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.