Nwam LLC Has $114.93 Million Stock Holdings in Microsoft Corporation $MSFT

Posted by on Jun 4th, 2026

Nwam LLC lessened its position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 1.3% in the 4th quarter, HoldingsChannel reports. The fund owned 242,776 shares of the software giant’s stock after selling 3,162 shares during the period. Microsoft makes up about 6.6% of Nwam LLC’s portfolio, making the stock its largest holding. Nwam LLC’s holdings in Microsoft were worth $114,931,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of the company. Altman Advisors Inc. raised its stake in shares of Microsoft by 2.5% during the 4th quarter. Altman Advisors Inc. now owns 15,695 shares of the software giant’s stock worth $7,591,000 after acquiring an additional 390 shares in the last quarter. Ballast Rock Private Wealth LLC bought a new position in shares of Microsoft during the 4th quarter worth approximately $3,788,000. Bryn Mawr Trust Advisors LLC raised its stake in shares of Microsoft by 0.6% during the 4th quarter. Bryn Mawr Trust Advisors LLC now owns 175,515 shares of the software giant’s stock worth $84,883,000 after acquiring an additional 1,131 shares in the last quarter. Garrett Wealth Advisory Group LLC increased its stake in Microsoft by 12.2% during the 4th quarter. Garrett Wealth Advisory Group LLC now owns 6,615 shares of the software giant’s stock valued at $3,199,000 after purchasing an additional 718 shares in the last quarter. Finally, Nan Fung Trinity HK Ltd. increased its stake in Microsoft by 49.8% during the 4th quarter. Nan Fung Trinity HK Ltd. now owns 65,192 shares of the software giant’s stock valued at $31,528,000 after purchasing an additional 21,680 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Microsoft Stock Down 3.2%

NASDAQ:MSFT opened at $427.34 on Thursday. The firm has a market capitalization of $3.17 trillion, a P/E ratio of 25.44, a PEG ratio of 1.59 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 $405.61 and its 200-day moving average price is $432.76. 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 released its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping analysts’ consensus estimates of $4.06 by $0.21. The firm had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The business’s quarterly revenue was up 18.3% compared to the same quarter last year. During the same quarter in the prior year, the business earned $3.46 earnings per share. As a group, equities research analysts anticipate that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be paid a $0.91 dividend. The ex-dividend date is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. Microsoft’s dividend payout ratio is presently 21.67%.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

  • Positive Sentiment: Microsoft’s Build announcements suggest it is broadening its AI platform with proprietary models and agentic tools, which could reduce reliance on OpenAI and improve margins over time.
  • Positive Sentiment: New partnerships and integrations with Nvidia, healthcare groups like Mayo Clinic, and third-party enterprise tools expand Microsoft’s ecosystem and may support future cloud demand.
  • Positive Sentiment: Analyst and investor commentary remains constructive, with several reports arguing that Microsoft’s AI opportunity and Azure growth still look underappreciated. Article Title
  • Neutral Sentiment: The company’s quantum-computing update and AI infrastructure ambitions are long-term catalysts, but they are not expected to contribute meaningfully to near-term earnings. Article Title
  • Negative Sentiment: Some investors appear to be taking profits after the Build rally and remain cautious about Microsoft’s heavy AI spending and execution risk.
  • Negative Sentiment: Judson Althoff’s disclosed share sale may add to short-term sentiment pressure, even though the transaction was relatively small compared with his remaining holdings. Article Title

Insider Transactions at Microsoft

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction on Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the sale, the executive vice president owned 137,933 shares in the company, valued at $56,486,322.16. This represents a 8.20% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Judson Althoff sold 15,500 shares of the stock in a transaction on Monday, June 1st. The stock was sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the completion of the sale, the chief executive officer owned 110,477 shares in the company, valued at $50,928,792.23. The trade was a 12.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 29,083 shares of company stock worth $12,710,152 over the last 90 days. 0.03% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on MSFT shares. Jefferies Financial Group restated a “buy” rating on shares of Microsoft in a research note on Monday, May 4th. The Goldman Sachs Group restated a “buy” rating on shares of Microsoft in a research note on Thursday, April 30th. HSBC cut their price target on shares of Microsoft from $593.00 to $571.00 in a research note on Thursday, April 30th. New Street Research cut their price target on shares of Microsoft from $675.00 to $600.00 and set a “buy” rating on the stock in a research note on Thursday, April 30th. Finally, Weiss Ratings lowered shares of Microsoft from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, March 24th. Forty research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $561.20.

Read Our Latest Research Report on MSFT

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).

Featured Stories

Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT – Free Report).

Institutional Ownership by Quarter for Microsoft (NASDAQ:MSFT)

Receive News & Ratings for Microsoft Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Microsoft and related companies with MarketBeat.com's FREE daily email newsletter.