WIA
MSFT icon

World Investment Advisors’s Microsoft MSFT Stock Holding History

World 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 		$104M Buy
280,488
+8,064
+3% +$3.37M 1.67% 3
2025
Q4 		$132M Buy
272,424
+49,371
+22% +$24.7M 2.14% 3
2025
Q3 		$116M Buy
223,053
+76
+0% +$38.8K 2.36% 3
2025
Q2 		$111M Buy
222,977
+34,808
+18% +$15.1M 2.52% 3
2025
Q1 		$70.6M Buy
188,169
+8,256
+5% +$3.37M 1.83% 4
2024
Q4 		$75.8M Buy
179,913
+26,230
+17% +$11.2M 2.08% 3
2024
Q3 		$66.1M Buy
153,683
+98,820
+180% +$42.2M 2.07% 3
2024
Q2 		$24.5M Buy
54,863
+39,841
+265% +$16.8M 1.53% 8
2024
Q1 		$9.26M Sell
15,022
-9,709
-39% -$3.93M 1.32% 11
2023
Q4 		$9.3M Buy
24,731
+20,758
+522% +$7.39M 1.21% 18
2023
Q3 		$1.25M Buy
3,973
+118
+3% +$39K 0.25% 78
2023
Q2 		$1.31M Buy
3,855
+579
+18% +$181K 0.25% 71
2023
Q1 		$945K Buy
3,276
+224
+7% +$57.1K 0.2% 87
2022
Q4 		$732K Sell
3,052
-1,659
-35% -$398K 0.17% 94
2022
Q3 		$1.1M Sell
4,711
-11
-0.2% -$2.9K 0.26% 62
2022
Q2 		$1.33M Sell
4,722
-11
-0.2% -$2.98K 0.28% 57
2022
Q1 		$1.46M Buy
4,733
+143
+3% +$43K 0.3% 58
2021
Q4 		$1.39M Buy
4,590
+96
+2% +$31.1K 0.29% 63
2021
Q3 		$1.27M Sell
4,494
-143
-3% -$41.6K 0.29% 63
2021
Q2 		$1.26M Buy
4,637
+20
+0.4% +$5.08K 0.29% 59
2021
Q1 		$1.12M Buy
4,617
+78
+2% +$18.1K 0.27% 66
2020
Q4 		$1.11M Buy
4,539
+1,437
+46% +$309K 0.28% 64
2020
Q3 		$652K Sell
3,102
-17
-0.5% -$3.57K 0.22% 71
2020
Q2 		$652K Sell
3,119
-718
-19% -$130K 0.23% 67
2020
Q1 		$605K Buy
3,837
+653
+21% +$107K 0.28% 57
2019
Q4 		$502K Sell
3,184
-1,917
-38% -$282K 0.2% 73
2019
Q3 		$709K Sell
5,101
-15
-0.3% -$2.06K 0.3% 47
2019
Q2 		$700K Sell
5,116
-90
-2% -$11.4K 0.31% 43
2019
Q1 		$614K Sell
5,206
-4,087
-44% -$446K 0.28% 52
2018
Q4 		$988K Buy
+9,293
New +$995K 0.44% 37

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

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

World Investment Advisors increased its Microsoft (MSFT) stake by 3% in Q1 2026, buying an estimated $3.37M and bringing the position to 280,488 shares worth $104M. The position accounts for 1.67% of the portfolio, ranked #3.

World Investment Advisors first reported a position in MSFT in Q4 2018 and has held it in 30 quarters since. The position peaked at $132M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • World Investment Advisors held 280,488 shares of Microsoft worth $104M as of Q1 2026.
  • World Investment Advisors bought 8,064 Microsoft shares in Q1 2026, an estimated $3.37M.
  • Microsoft made up 1.67% of World Investment Advisors's portfolio in Q1 2026, its #3 holding.
  • World Investment Advisors first reported a position in Microsoft in Q4 2018 and has held it in 30 quarters since.
  • World Investment Advisors's Microsoft position peaked at $132M in Q4 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.