J.P. Marvel Investment Advisors LLC lowered its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 41,694 shares of the software giant's stock after selling 2,191 shares during the period. Microsoft accounts for about 2.8% o...
J.P. Marvel Investment Advisors LLC lowered its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 41,694 shares of the software giant's stock after selling 2,191 shares during the period. Microsoft accounts for about 2.8% of J.P. Marvel Investment Advisors LLC's investment portfolio, making the stock its 12th largest position. J.P. Marvel Investment Advisors LLC's holdings in Microsoft were worth $20,164,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Several other institutional investors and hedge funds have also recently modified their holdings of the stock. BLVD Private Wealth LLC raised its position in shares of Microsoft by 0.6% during the third quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant's stock valued at $1,641,000 after buying an additional 19 shares during the last quarter. Magnolia Capital Management Ltd. raised its position in shares of Microsoft by 0.3% during the third quarter. Magnolia Capital Management Ltd. now owns 6,509 shares of the software giant's stock valued at $3,371,000 after buying an additional 20 shares during the last quarter. ARK & TLK Investments LLC raised its position in shares of Microsoft by 1.0% during the third quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant's stock valued at $1,002,000 after buying an additional 20 shares during the last quarter. Rochester Wealth Strategies LLC raised its position in shares of Microsoft by 2.9% during the third quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant's stock valued at $363,000 after buying an additional 20 shares during the last quarter. Finally, Longfellow Investment Management Co. LLC raised its position in shares of Microsoft by 51.3% during the second quarter. Longfellow Invest...
Fund Advisors of America Inc FL purchased a new stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 5,070 shares of the software giant's stock, valued at approximately $2,452,000. Microsoft makes up approximately 2.2% of Fund Advisors of America Inc FL's investment po...
Fund Advisors of America Inc FL purchased a new stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 5,070 shares of the software giant's stock, valued at approximately $2,452,000. Microsoft makes up approximately 2.2% of Fund Advisors of America Inc FL's investment portfolio, making the stock its 8th biggest holding. Get Microsoft alerts: Sign Up A number of other hedge funds have also recently bought and sold shares of the stock. Longfellow Investment Management Co. LLC lifted its position in shares of Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after buying an additional 20 shares during the last quarter. Bernzott Capital Advisors acquired a new stake in shares of Microsoft in the fourth quarter valued at approximately $34,000. Timmons Wealth Management LLC acquired a new stake in shares of Microsoft in the fourth quarter valued at approximately $36,000. Bayforest Capital Ltd acquired a new stake in shares of Microsoft in the third quarter valued at approximately $38,000. Finally, Fairway Wealth LLC lifted its position in shares of Microsoft by 287.0% in the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock valued at $43,000 after buying an additional 66 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors. Key Microsoft News Here are the key news stories impacting Microsoft this week: Insiders Place Their Bets In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the firm's 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 transaction, the executive vice president owned 46,003 shares in the company, valued at $18,922,874.02. This trade represent...
Solidarity Wealth LLC boosted its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 16.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 62,873 shares of the software giant's stock after acquiring an additional 8,976 shares during the period. Microsoft accounts for 6.2% of Solidarity Wealth LLC'...
Solidarity Wealth LLC boosted its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 16.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 62,873 shares of the software giant's stock after acquiring an additional 8,976 shares during the period. Microsoft accounts for 6.2% of Solidarity Wealth LLC's holdings, making the stock its 4th biggest position. Solidarity Wealth LLC's holdings in Microsoft were worth $30,407,000 at the end of the most recent quarter. Get Microsoft alerts: Sign Up Other hedge funds and other institutional investors also recently bought and sold shares of the company. BLVD Private Wealth LLC boosted its position in shares of Microsoft by 0.6% in the 3rd quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant's stock worth $1,641,000 after purchasing an additional 19 shares in the last quarter. Magnolia Capital Management Ltd. boosted its position in shares of Microsoft by 0.3% in the 3rd quarter. Magnolia Capital Management Ltd. now owns 6,509 shares of the software giant's stock worth $3,371,000 after purchasing an additional 20 shares in the last quarter. ARK & TLK Investments LLC boosted its position in shares of Microsoft by 1.0% in the 3rd quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant's stock worth $1,002,000 after purchasing an additional 20 shares in the last quarter. Rochester Wealth Strategies LLC boosted its position in shares of Microsoft by 2.9% in the 3rd quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant's stock worth $363,000 after purchasing an additional 20 shares in the last quarter. Finally, Longfellow Investment Management Co. LLC boosted its position in shares of Microsoft by 51.3% in 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 sha...
Impax Asset Management Group plc lifted its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,591,543 shares of the software giant's stock after purchasing an additional 33,535 shares during the period. Microsoft accounts for 4.8% of Impax As...
Impax Asset Management Group plc lifted its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,591,543 shares of the software giant's stock after purchasing an additional 33,535 shares during the period. Microsoft accounts for 4.8% of Impax Asset Management Group plc's portfolio, making the stock its 2nd largest holding. Impax Asset Management Group plc's holdings in Microsoft were worth $769,702,000 at the end of the most recent reporting period. Several other institutional investors also recently modified their holdings of the company. Longfellow Investment Management Co. LLC boosted its holdings in shares of Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after acquiring an additional 20 shares during the period. Bayforest Capital Ltd bought a new stake in shares of Microsoft during the third quarter worth approximately $38,000. Fairway Wealth LLC boosted its holdings in shares of Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock worth $43,000 after acquiring an additional 66 shares during the period. Sellwood Investment Partners LLC bought a new stake in shares of Microsoft during the third quarter worth approximately $49,000. Finally, University of Illinois Foundation bought a new stake in shares of Microsoft during the second quarter worth approximately $50,000. 71.13% of the stock is currently owned by institutional investors and hedge funds. Get Microsoft alerts: Sign Up Microsoft Stock Down 0.5% Shares of MSFT opened at $419.09 on Friday. Microsoft Corporation has a 12 month low of $356.28 and a 12 month high of $555.45. The firm's 50 day moving average is $399.10 and its 200-day moving average is $437.61. The stock has a market capitaliza...
Munich Reinsurance Co Stock Corp in Munich grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 10.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 319,747 shares of the software giant's stock after purchasing an additional 31,011 shares during the quarter. Microsoft makes up 3.8% of Munich R...
Munich Reinsurance Co Stock Corp in Munich grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 10.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 319,747 shares of the software giant's stock after purchasing an additional 31,011 shares during the quarter. Microsoft makes up 3.8% of Munich Reinsurance Co Stock Corp in Munich's portfolio, making the stock its 2nd largest holding. Munich Reinsurance Co Stock Corp in Munich's holdings in Microsoft were worth $155,870,000 as of its most recent filing with the Securities and Exchange Commission. Other institutional investors also recently made changes to their positions in the company. Longfellow Investment Management Co. LLC grew its holdings in Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after buying an additional 20 shares in the last quarter. Bayforest Capital Ltd bought a new position in Microsoft in the 3rd quarter worth approximately $38,000. Fairway Wealth LLC grew its holdings in Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock worth $43,000 after buying an additional 66 shares in the last quarter. Sellwood Investment Partners LLC bought a new position in Microsoft in the 3rd quarter worth approximately $49,000. Finally, University of Illinois Foundation bought a new position in Microsoft in the 2nd quarter worth approximately $50,000. 71.13% of the stock is owned by institutional investors. Get Microsoft alerts: Sign Up Insiders Place Their Bets In other news, 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 completion of the sale, the executive vice president owned 46,003 shares in the company, valued at appr...
BlackRock Chief Investment Strategist Wei Li says artificial intelligence is driving a lot of the major earnings upgrades in equity markets. "We can look at AI lifting the whole market, but identifying where the bottlenecks are is a good active play," Li tells Bloomberg Television. (Source: Bloomberg)
BlackRock Chief Investment Strategist Wei Li says artificial intelligence is driving a lot of the major earnings upgrades in equity markets. "We can look at AI lifting the whole market, but identifying where the bottlenecks are is a good active play," Li tells Bloomberg Television. (Source: Bloomberg)
Provident Investment Management Inc. trimmed its stake in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 4.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 226,338 shares of the information services provider's stock after selling 11,018 shares during the period. Alphabet accounts for about 6.5% of Provident Inve...
Provident Investment Management Inc. trimmed its stake in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 4.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 226,338 shares of the information services provider's stock after selling 11,018 shares during the period. Alphabet accounts for about 6.5% of Provident Investment Management Inc.'s investment portfolio, making the stock its 3rd biggest holding. Provident Investment Management Inc.'s holdings in Alphabet were worth $71,025,000 as of its most recent filing with the Securities and Exchange Commission. Several other institutional investors and hedge funds have also recently modified their holdings of GOOG. Tradewinds LLC. increased its stake in Alphabet by 2,134.8% during the 3rd quarter. Tradewinds LLC. now owns 45,098 shares of the information services provider's stock valued at $10,984,000 after purchasing an additional 43,080 shares in the last quarter. Kathmere Capital Management LLC increased its stake in Alphabet by 8.5% during the 4th quarter. Kathmere Capital Management LLC now owns 29,896 shares of the information services provider's stock valued at $9,381,000 after purchasing an additional 2,341 shares in the last quarter. Atlantic Union Bankshares Corp increased its stake in Alphabet by 31.3% during the 3rd quarter. Atlantic Union Bankshares Corp now owns 354,529 shares of the information services provider's stock valued at $86,345,000 after purchasing an additional 84,553 shares in the last quarter. Baltimore Washington Financial Advisors Inc. increased its stake in Alphabet by 0.9% during the 3rd quarter. Baltimore Washington Financial Advisors Inc. now owns 221,391 shares of the information services provider's stock valued at $53,920,000 after purchasing an additional 2,009 shares in the last quarter. Finally, Newbridge Financial Services Group Inc. increased its stake in Alphabet by 7.5% during the 4th quarter. New...
Hartford Investment Management Co. reduced its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 1.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 268,661 shares of the information services provider's stock after selling 5,323 shares during the quarter. Alphabet comprises about 2.5% of Hartford Investment Management...
Hartford Investment Management Co. reduced its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 1.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 268,661 shares of the information services provider's stock after selling 5,323 shares during the quarter. Alphabet comprises about 2.5% of Hartford Investment Management Co.'s portfolio, making the stock its 7th biggest position. Hartford Investment Management Co.'s holdings in Alphabet were worth $84,306,000 at the end of the most recent reporting period. Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Nvest Wealth Strategies Inc. bought a new stake in Alphabet during the 4th quarter worth approximately $38,000. Imprint Wealth LLC bought a new stake in Alphabet during the 3rd quarter worth approximately $31,000. Towne Trust Company N.A increased its holdings in Alphabet by 34.0% during the 4th quarter. Towne Trust Company N.A now owns 134 shares of the information services provider's stock worth $42,000 after purchasing an additional 34 shares in the last quarter. Creative Capital Management Investments LLC increased its holdings in Alphabet by 1,438.5% during the 4th quarter. Creative Capital Management Investments LLC now owns 200 shares of the information services provider's stock worth $63,000 after purchasing an additional 187 shares in the last quarter. Finally, Optima Capital LLC bought a new stake in Alphabet during the 4th quarter worth approximately $79,000. 27.26% of the stock is owned by institutional investors. Get Alphabet alerts: Sign Up Key Headlines Impacting Alphabet Here are the key news stories impacting Alphabet this week: Positive Sentiment: Google I/O 2026 highlighted new AI products, smarter Search, Gemini upgrades, AI ad tools, and agentic features that could boost Alphabet’s monetization across ads, cloud, and consumer services. Google I/O 20...
Madison Asset Management LLC reduced its stake in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 8.4% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 769,985 shares of the information services provider's stock after selling 70,631 shares during the quarter. Alphabet accounts for approximately 2.8% of Madison Asset Management LLC's portfolio, making the sto...
Madison Asset Management LLC reduced its stake in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 8.4% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 769,985 shares of the information services provider's stock after selling 70,631 shares during the quarter. Alphabet accounts for approximately 2.8% of Madison Asset Management LLC's portfolio, making the stock its 4th largest holding. Madison Asset Management LLC's holdings in Alphabet were worth $241,621,000 as of its most recent SEC filing. A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Imprint Wealth LLC purchased a new stake in Alphabet during the third quarter valued at about $31,000. Nvest Wealth Strategies Inc. purchased a new stake in Alphabet during the fourth quarter valued at about $38,000. Towne Trust Company N.A lifted its holdings in Alphabet by 34.0% during the fourth quarter. Towne Trust Company N.A now owns 134 shares of the information services provider's stock valued at $42,000 after purchasing an additional 34 shares during the last quarter. Winnow Wealth LLC purchased a new stake in Alphabet during the third quarter valued at about $63,000. Finally, CBIZ Investment Advisory Services LLC lifted its holdings in Alphabet by 29.0% during the third quarter. CBIZ Investment Advisory Services LLC now owns 258 shares of the information services provider's stock valued at $63,000 after purchasing an additional 58 shares during the last quarter. 27.26% of the stock is owned by hedge funds and other institutional investors. Get Alphabet alerts: Sign Up Alphabet Trading Down 0.4% Shares of Alphabet stock opened at $383.47 on Friday. Alphabet Inc. has a 12-month low of $163.33 and a 12-month high of $404.47. The company has a market cap of $4.65 trillion, a price-to-earnings ratio of 29.25, a PEG ratio of 1.65 and a beta of 1.25. The company has a current ratio of 1.92, a quick ratio of 1.92 a...
Interchange Capital Partners LLC lifted its position in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 6.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 33,730 shares of the e-commerce giant's stock after acquiring an additional 2,041 shares during the quarter. Amazon.com accounts for approxima...
Interchange Capital Partners LLC lifted its position in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 6.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 33,730 shares of the e-commerce giant's stock after acquiring an additional 2,041 shares during the quarter. Amazon.com accounts for approximately 1.4% of Interchange Capital Partners LLC's investment portfolio, making the stock its 13th largest holding. Interchange Capital Partners LLC's holdings in Amazon.com were worth $7,785,000 at the end of the most recent quarter. Several other institutional investors and hedge funds have also recently made changes to their positions in AMZN. Fairway Wealth LLC raised its holdings in shares of Amazon.com by 113.2% in the third quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant's stock valued at $25,000 after acquiring an additional 60 shares in the last quarter. Sellwood Investment Partners LLC bought a new position in Amazon.com in the third quarter worth about $27,000. Bridge Generations Wealth Management LLC lifted its position in shares of Amazon.com by 2,330.0% during the third quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant's stock valued at $53,000 after buying an additional 233 shares during the last quarter. Cooksen Wealth LLC lifted its position in shares of Amazon.com by 23.5% during the second quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant's stock valued at $54,000 after buying an additional 47 shares during the last quarter. Finally, Harbor Investment Advisory LLC lifted its position in shares of Amazon.com by 2.4% during the fourth quarter. Harbor Investment Advisory LLC now owns 309,697 shares of the e-commerce giant's stock valued at $71,000 after buying an additional 7,329 shares during the last quarter. 72.20% of the stock is currently owned by institutional invest...
What Happened? A number of stocks jumped in the afternoon session after traders positioned ahead of Nvidia's fiscal Q1 earnings. Nvidia accounted for a significant percentage of the S&P 500's gains heading into the announcement, making the print the binary catalyst for the entire AI-infrastructure complex — networking ASICs, connectivity silicon, memory, and packaging all move together on the read...
What Happened? A number of stocks jumped in the afternoon session after traders positioned ahead of Nvidia's fiscal Q1 earnings. Nvidia accounted for a significant percentage of the S&P 500's gains heading into the announcement, making the print the binary catalyst for the entire AI-infrastructure complex — networking ASICs, connectivity silicon, memory, and packaging all move together on the read-through. Falling oil prices also supported the bullish sentiment. Semis carry arguably the longest-dated cash flows in the equity market because most of their value sits in 2027–2030 AI capex, not in the current quarter. When Brent crude drops 5.21% (like it did during the session), expected inflation falls, the Fed gets more room to cut, and the discount rate applied to those distant cash flows compresses. A small rate move produces an outsized stock move, which is why a 5% oil decline can power 8%+ chip rallies on the same day. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Zooming In On Photronics (PLAB) Photronics’s shares are extremely volatile and have had 38 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 1 day ago when the stock dropped 3.8% on the news that a broader selloff hit the semiconductor sector amid valuation concerns and investor nervousness ahead of Nvidia's earnings report. The decline was part of an industry-wide trend where investors retreat from richly valued chip stocks. These stocks were a primary force behind the U.S. market's climb to record highs. Earnings from Nvidia, a key player in the artificial intelligence space, were viewed as a significant test for the AI boom narrative that powered the market. This uncertainty contributed t...
What Happened? A number of stocks jumped in the afternoon session after traders positioned ahead of Nvidia's fiscal Q1 earnings. Nvidia accounted for a significant percentage of the S&P 500's gains heading into the announcement, making the print the binary catalyst for the entire AI-infrastructure complex — networking ASICs, connectivity silicon, memory, and packaging all move together on the read...
What Happened? A number of stocks jumped in the afternoon session after traders positioned ahead of Nvidia's fiscal Q1 earnings. Nvidia accounted for a significant percentage of the S&P 500's gains heading into the announcement, making the print the binary catalyst for the entire AI-infrastructure complex — networking ASICs, connectivity silicon, memory, and packaging all move together on the read-through. Falling oil prices also supported the bullish sentiment. Semis carry arguably the longest-dated cash flows in the equity market because most of their value sits in 2027–2030 AI capex, not in the current quarter. When Brent crude drops 5.21% (like it did during the session), expected inflation falls, the Fed gets more room to cut, and the discount rate applied to those distant cash flows compresses. A small rate move produces an outsized stock move, which is why a 5% oil decline can power 8%+ chip rallies on the same day. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Zooming In On Photronics (PLAB) Photronics’s shares are extremely volatile and have had 38 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 1 day ago when the stock dropped 3.8% on the news that a broader selloff hit the semiconductor sector amid valuation concerns and investor nervousness ahead of Nvidia's earnings report. The decline was part of an industry-wide trend where investors retreat from richly valued chip stocks. These stocks were a primary force behind the U.S. market's climb to record highs. Earnings from Nvidia, a key player in the artificial intelligence space, were viewed as a significant test for the AI boom narrative that powered the market. This uncertainty contributed t...