Patrick Mauro Investment Advisor INC. Sells 1,504 Shares of Microsoft Corporation

The institutional investor reduced its stake in the software giant by 7% during the 3rd quarter.

Mar. 14, 2026 at 9:06am

Patrick Mauro Investment Advisor INC. reduced its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 7.0% during the 3rd quarter, according to the company's most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,977 shares of the software giant's stock after selling 1,504 shares during the period.

Why it matters

This filing provides insight into the investment strategy and portfolio adjustments of Patrick Mauro Investment Advisor INC., a firm that holds a significant position in Microsoft stock. Tracking institutional investor activity can help identify trends and potential market signals around major technology companies like Microsoft.

The details

According to the 13F filing, Patrick Mauro Investment Advisor INC. held 19,977 shares of Microsoft as of the end of the 3rd quarter, down from 21,481 shares held previously. This 7% reduction in the firm's Microsoft position was likely made as part of broader portfolio rebalancing or risk management efforts.

  • The 13F filing covers the 3rd quarter of the year.

The players

Patrick Mauro Investment Advisor INC.

An institutional investment firm that held a $10.3 million position in Microsoft as of its latest 13F filing.

Microsoft Corporation

A global technology company and the developer of the Windows operating system, Microsoft 365 productivity suite, and other enterprise software products.

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The takeaway

This filing highlights the ongoing portfolio adjustments of institutional investors like Patrick Mauro Investment Advisor INC. as they manage their exposure to major tech stocks like Microsoft. While the 7% reduction was relatively modest, it provides a data point on how some professional investors are positioning their Microsoft holdings.