67,074 Shares in Microsoft Corporation $MSFT Acquired by Asset One Wealth Management LLC

Posted by Francis Steltz on Jun 18th, 2026

Asset One Wealth Management LLC acquired a new position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund acquired 67,074 shares of the software giant’s stock, valued at approximately $32,438,000. Microsoft makes up 4.5% of Asset One Wealth Management LLC’s portfolio, making the stock its 2nd biggest position.

Several other large investors have also recently modified their holdings of the company. Longfellow Investment Management Co. LLC grew its position in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after purchasing an additional 20 shares during the last quarter. Bernzott Capital Advisors purchased a new stake in Microsoft during the 4th quarter worth approximately $34,000. Timmons Wealth Management LLC purchased a new stake in Microsoft during the 4th quarter worth approximately $36,000. Fairway Wealth LLC grew its position in Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after purchasing an additional 66 shares during the last quarter. Finally, LSV Asset Management purchased a new stake in Microsoft during the 4th quarter worth approximately $44,000. Institutional investors own 71.13% of the company’s stock.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Microsoft continues to show strong long-term AI positioning, with articles noting robust AI revenue growth and that the company remains a compelling way to play the AI boom. Microsoft: Growth Outlook Still Robust Without OpenAI Exclusivity
Positive Sentiment: New products and platform integrations, including Microsoft Advertising’s Media Marketplace launch partner Dstillery and Copilot-related AI updates, suggest ongoing monetization opportunities. Dstillery Brings Predictive AI Audiences to Microsoft Media Marketplace as Launch Partner
Neutral Sentiment: Some commentary argued Microsoft remains undervalued relative to its AI growth, but these were mostly opinion pieces rather than new business developments. Microsoft in 2026: Still the Smartest Way to Play the AI Boom?
Negative Sentiment: Reports that Microsoft walked away from a potential $3 billion Oracle cloud deal due to security issues weighed on shares and raised concern about AI infrastructure availability. Microsoft’s cloud infrastructure talks with Oracle collapse, Business Insider reports
Negative Sentiment: Multiple law firms announced or reminded investors about class-action litigation tied to Microsoft’s Azure and AI disclosures, creating an added legal and reputational overhang. Law Offices of Howard G. Smith Encourages Microsoft Corporation (MSFT) Shareholders To Inquire About Securities Fraud Class Action
Negative Sentiment: Analyst commentary turned more cautious, with several pieces warning that Microsoft’s valuation may already reflect much of the AI optimism and recommending investors sell rallies. Why This Analyst Is Telling Investors to Dump Microsoft Stock (MSFT)

Insider Buying and Selling

In related news, EVP Takeshi Numoto sold 4,500 shares of the stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the sale, the executive vice president directly owned 47,468 shares of the company’s stock, valued at approximately $19,122,009.12. This represents a 8.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the sale, the executive vice president directly owned 46,003 shares in the company, valued at $18,922,874.02. This trade represents a 2.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 23,762 shares of company stock valued at $10,508,361. Corporate insiders own 0.03% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have weighed in on the stock. Mizuho dropped their target price on shares of Microsoft from $620.00 to $515.00 and set an “outperform” rating on the stock in a research report on Tuesday, April 14th. Oppenheimer reissued an “outperform” rating and set a $515.00 target price (down from $630.00) on shares of Microsoft in a research report on Monday, April 27th. DZ Bank reissued a “buy” rating on shares of Microsoft in a research report on Thursday, April 30th. Stifel Nicolaus boosted their target price on shares of Microsoft from $392.00 to $415.00 and gave the stock a “hold” rating in a research report on Thursday, April 30th. Finally, HSBC dropped their price objective on shares of Microsoft from $593.00 to $571.00 in a report on Thursday, April 30th. Forty-one research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $561.20.

Read Our Latest Research Report on MSFT

Microsoft Stock Down 3.8%

NASDAQ:MSFT opened at $378.91 on Thursday. The firm has a market capitalization of $2.81 trillion, a P/E ratio of 22.55, a PEG ratio of 1.42 and a beta of 1.11. Microsoft Corporation has a 1-year low of $356.28 and a 1-year high of $555.45. The company’s fifty day moving average price is $412.13 and its 200-day moving average price is $426.70. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27.

Microsoft (NASDAQ:MSFT – Get Free Report) last announced its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. During the same period in the prior year, the firm posted $3.46 earnings per share. The firm’s quarterly revenue was up 18.3% compared to the same quarter last year. As a group, equities research analysts anticipate that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be issued a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a yield of 1.0%. Microsoft’s dividend payout ratio is 21.67%.

Microsoft Company Profile

(Free Report)

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).

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Institutional Ownership by Quarter for Microsoft (NASDAQ:MSFT)

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