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ABLE Financial Group’s Microsoft MSFT Stock Holding History

ABLE Financial Group’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 		$5.56M Sell
15,020
-14
-0.1% -$5.86K 1.09% 23
2025
Q4 		$7.27M Buy
15,034
+378
+3% +$189K 1.48% 21
2025
Q3 		$7.59M Sell
14,656
-393
-3% -$200K 1.65% 19
2025
Q2 		$7.49M Sell
15,049
-84
-0.6% -$36.5K 1.81% 13
2025
Q1 		$5.68M Buy
15,133
+131
+0.9% +$53.4K 1.59% 16
2024
Q4 		$6.32M Buy
15,002
+839
+6% +$357K 1.87% 13
2024
Q3 		$6.09M Buy
14,163
+212
+2% +$90.6K 1.88% 16
2024
Q2 		$6.24M Buy
13,951
+141
+1% +$59.5K 2.25% 14
2024
Q1 		$5.81M Sell
13,810
-1,457
-10% -$590K 2.28% 13
2023
Q4 		$5.74M Sell
15,267
-619
-4% -$220K 2.48% 13
2023
Q3 		$5.02M Buy
15,886
+669
+4% +$221K 2.51% 13
2023
Q2 		$5.18M Buy
15,217
+873
+6% +$274K 2.68% 12
2023
Q1 		$4.14M Buy
+14,344
New +$3.66M 2.7% 11

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ABLE Financial Group's MSFT Position: Q1 2026 in Review

ABLE Financial Group reduced its Microsoft (MSFT) stake by 0.09% in Q1 2026, selling an estimated $5.86K and leaving 15,020 shares worth $5.56M. The position accounts for 1.09% of the portfolio, ranked #23.

ABLE Financial Group first reported a position in MSFT in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.59M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • ABLE Financial Group held 15,020 shares of Microsoft worth $5.56M as of Q1 2026.
  • ABLE Financial Group sold 14 Microsoft shares in Q1 2026, an estimated $5.86K.
  • Microsoft made up 1.09% of ABLE Financial Group's portfolio in Q1 2026, its #23 holding.
  • ABLE Financial Group first reported a position in Microsoft in Q1 2023 and has held it in 13 quarters since.
  • ABLE Financial Group's Microsoft position peaked at $7.59M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on ABLE Financial Group's 13F filing for Q1 2026, filed 21 Apr 2026.