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Warm Springs Advisors’s Microsoft MSFT Stock Holding History

Warm Springs 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 		$5.86M Hold
15,835
– – 4.98% 5
2025
Q4 		$7.66M Sell
15,835
-422
-3% -$211K 5.93% 4
2025
Q3 		$8.42M Hold
16,257
– – 6.4% 3
2025
Q2 		$8.09M Buy
16,257
+2,552
+19% +$1.11M 6.94% 3
2025
Q1 		$5.14M Sell
13,705
-172
-1% -$70.1K 5.17% 4
2024
Q4 		$5.85M Buy
+13,877
New +$5.91M 5.43% 3

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Warm Springs Advisors's MSFT Position: Q1 2026 in Review

Warm Springs Advisors held its Microsoft (MSFT) position steady in Q1 2026 at 15,835 shares worth $5.86M. The position accounts for 4.98% of the portfolio, ranked #5.

Warm Springs Advisors first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.42M in Q3 2025. 6,195 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Warm Springs Advisors held 15,835 shares of Microsoft worth $5.86M as of Q1 2026.
  • Warm Springs Advisors left its Microsoft share count unchanged in Q1 2026.
  • Microsoft made up 4.98% of Warm Springs Advisors's portfolio in Q1 2026, its #5 holding.
  • Warm Springs Advisors first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Warm Springs Advisors's Microsoft position peaked at $8.42M in Q3 2025.
  • 6,195 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Warm Springs Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.