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Vickerman Investment Advisors’s Microsoft MSFT Stock Holding History

Vickerman Investment 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 		$5.21M Buy
14,079
+740
+6% +$310K 1.1% 20
2025
Q4 		$6.45M Sell
13,339
-1,270
-9% -$636K 1.29% 17
2025
Q3 		$7.57M Sell
14,609
-237
-2% -$121K 1.53% 16
2025
Q2 		$7.38M Sell
14,846
-104
-0.7% -$45.2K 1.59% 15
2025
Q1 		$5.61M Buy
14,950
+2,878
+24% +$1.17M 1.27% 17
2024
Q4 		$5.09M Sell
12,072
-436
-3% -$186K 1.38% 16
2024
Q3 		$5.38M Buy
12,508
+533
+4% +$228K 1.58% 15
2024
Q2 		$5.35M Sell
11,975
-149
-1% -$62.9K 1.72% 14
2024
Q1 		$5.1M Sell
12,124
-215
-2% -$87K 1.65% 12
2023
Q4 		$4.64M Sell
12,339
-1,914
-13% -$681K 1.58% 13
2023
Q3 		$4.5M Sell
14,253
-278
-2% -$91.9K 1.84% 14
2023
Q2 		$4.95M Sell
14,531
-191
-1% -$59.9K 1.93% 13
2023
Q1 		$4.24M Buy
14,722
+85
+0.6% +$21.7K 1.67% 14
2022
Q4 		$3.51M Buy
14,637
+112
+0.8% +$26.9K 1.59% 18
2022
Q3 		$3.38M Buy
14,525
+813
+6% +$215K 1.63% 17
2022
Q2 		$3.52M Buy
13,712
+986
+8% +$268K 1.67% 16
2022
Q1 		$3.5M Buy
12,726
+1,749
+16% +$526K 1.55% 20
2021
Q4 		$3.69M Sell
10,977
-2,112
-16% -$685K 1.49% 20
2021
Q3 		$3.69M Buy
+13,089
New +$3.81M 1.48% 19

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

Vickerman Investment Advisors's MSFT Position: Q1 2026 in Review

Vickerman Investment Advisors increased its Microsoft (MSFT) stake by 5.5% in Q1 2026, buying an estimated $310K and bringing the position to 14,079 shares worth $5.21M. The position accounts for 1.1% of the portfolio, ranked #20.

Vickerman Investment Advisors first reported a position in MSFT in Q3 2021 and has held it in 19 quarters since. The position peaked at $7.57M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Vickerman Investment Advisors held 14,079 shares of Microsoft worth $5.21M as of Q1 2026.
  • Vickerman Investment Advisors bought 740 Microsoft shares in Q1 2026, an estimated $310K.
  • Microsoft made up 1.1% of Vickerman Investment Advisors's portfolio in Q1 2026, its #20 holding.
  • Vickerman Investment Advisors first reported a position in Microsoft in Q3 2021 and has held it in 19 quarters since.
  • Vickerman Investment Advisors's Microsoft position peaked at $7.57M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Vickerman Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.