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MSFT VS AAPL 13F

MSFT Institutional Holdings

Institutional Ownership 71.10%

Increased Positions1,782144,865,953
Decreased Positions 1,953130,738,388
Held Positions 3335,062,853,975
In fact, when you see the first two consistently choose to increase positions again, you will understand that there is nothing left to say.
This also laid the financial foundation for $Microsoft(MSFT.US)$ to surpass $Apple(AAPL.US)$ to become the first stock.

Perhaps the situation of the supply chain was anticipated at that time,
Perhaps it was at that time that they admired msft's cloud business more. . .
perhaps..

It is worth noting that in the joint positions of blk and vanguard, including Fidelity,
For the first time, msft surpassed aapl to become the largest position.
I believe this trend is still expanding...

At the same time, what needs to be compared is the 13F of $Amazon(AMZN.US)$
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