Abbot Financial Management’s Microsoft MSFT Stock Holding History

Abbot Financial Management’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$427K	Buy	+1,300	New	+$544K	0.18%	107
2021 Q1	–	Sell	-2,300	Closed	-$101K	–	145
2020 Q4	$101K	Buy	2,300 +1,500	+188%	+$323K	0.06%	131
2020 Q3	$35K	Sell	800 -200	-20%	-$42K	0.02%	126
2020 Q2	$44K	Sell	1,000 -600	-38%	-$109K	0.03%	124
2020 Q1	$72K	Sell	1,600 -1,800	-53%	-$296K	0.06%	113
2019 Q4	$152K	Sell	3,400 -400	-11%	-$58.8K	0.1%	125
2019 Q3	$170K	Buy	3,800 +1,800	+90%	+$248K	0.12%	118
2019 Q2	$90K	Hold	2,000	–	–	0.07%	117
2019 Q1	$90K	Hold	2,000	–	–	0.07%	105
2018 Q4	$90K	Buy	2,000 +800	+67%	+$85.7K	0.08%	100
2018 Q3	$54K	Buy	1,200 +200	+20%	+$21.7K	0.04%	109
2018 Q2	$45K	Hold	1,000	–	–	0.04%	108
2018 Q1	$45K	Sell	1,000 -2,100	-68%	-$192K	0.04%	105
2017 Q4	$138K	Buy	+3,100	New	+$254K	0.11%	97

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Abbot Financial Management's MSFT Position: Q1 2026 in Review

Abbot Financial Management increased its Microsoft (MSFT) stake by 2.6% in Q1 2026, buying an estimated $364K and bringing the position to 34,370 shares worth $12.7M. The position accounts for 5.31% of the portfolio, ranked #2.

Abbot Financial Management first reported a position in MSFT in Q2 2017 and has held it in 36 quarters since. The position peaked at $17.6M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Abbot Financial Management held 34,370 shares of Microsoft worth $12.7M as of Q1 2026.
Abbot Financial Management bought 870 Microsoft shares in Q1 2026, an estimated $364K.
Microsoft made up 5.31% of Abbot Financial Management's portfolio in Q1 2026, its #2 holding.
Abbot Financial Management first reported a position in Microsoft in Q2 2017 and has held it in 36 quarters since.
Abbot Financial Management's Microsoft position peaked at $17.6M in Q3 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Abbot Financial Management's 13F filing for Q1 2026, filed 13 May 2026.