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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
Q2 		$5.61M Buy
15,050
+971
+7% +$393K 1.09% 21
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vickerman Investment Advisors's MSFT Position: Q2 2026 in Review

Vickerman Investment Advisors increased its Microsoft (MSFT) stake by 6.9% in Q2 2026, buying an estimated $393K and bringing the position to 15,050 shares worth $5.61M. The position accounts for 1.09% of the portfolio, ranked #21.

Vickerman Investment Advisors first reported a position in MSFT in Q3 2021 and has held it in 20 quarters since. The position peaked at $7.57M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Vickerman Investment Advisors held 15,050 shares of Microsoft worth $5.61M as of Q2 2026.
  • Vickerman Investment Advisors bought 971 Microsoft shares in Q2 2026, an estimated $393K.
  • Microsoft made up 1.09% of Vickerman Investment Advisors's portfolio in Q2 2026, its #21 holding.
  • Vickerman Investment Advisors first reported a position in Microsoft in Q3 2021 and has held it in 20 quarters since.
  • Vickerman Investment Advisors's Microsoft position peaked at $7.57M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Vickerman Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.