AFG Fiduciary Services
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AFG Fiduciary Services’s Microsoft MSFT Stock Holding History

AFG Fiduciary Services’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
Q3 		$540K Buy
993
+74
+8% +$34.2K 0.41% 41
2026
Q2 		$359K Buy
919
+3
+0.3% +$1.21K 0.28% 46
2026
Q1 		$342K Buy
916
+125
+16% +$52.3K 0.2% 64
2025
Q4 		$374K Hold
791
– – 0.22% 62
2025
Q3 		$411K Hold
791
– – 0.24% 60
2025
Q2 		$389K Sell
791
-18
-2% -$7.82K 0.25% 58
2025
Q1 		$316K Sell
809
-185
-19% -$75.4K 0.23% 57
2024
Q4 		$424K Buy
994
+32
+3% +$13.6K 0.3% 47
2024
Q3 		$400K Buy
962
+1
+0.1% +$427 0.27% 47
2024
Q2 		$426K Buy
961
+9
+0.9% +$3.8K 0.3% 45
2024
Q1 		$406K Sell
952
-62
-6% -$25.1K 0.3% 49
2023
Q4 		$380K Sell
1,014
-140
-12% -$49.8K 0.31% 52
2023
Q3 		$378K Hold
1,154
– – 0.34% 46
2023
Q2 		$398K Sell
1,154
-20
-2% -$6.27K 0.3% 54
2023
Q1 		$338K Hold
1,174
– – 0.31% 45
2022
Q4 		$282K Sell
1,174
-46
-4% -$11K 0.26% 55
2022
Q3 		$284K Buy
1,220
+96
+9% +$25.3K 0.27% 59
2022
Q2 		$289K Hold
1,124
– – 0.25% 66
2022
Q1 		$347K Sell
1,124
-20
-2% -$6.02K 0.24% 65
2021
Q4 		$385K Buy
+1,144
New +$371K 0.27% 53

Other funds holding MSFT

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BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

AFG Fiduciary Services's MSFT Position: Q3 2026 in Review

AFG Fiduciary Services increased its Microsoft (MSFT) stake by 8.1% in Q3 2026, buying an estimated $34.2K and bringing the position to 993 shares worth $540K. The position accounts for 0.41% of the portfolio, ranked #41.

AFG Fiduciary Services first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • AFG Fiduciary Services held 993 shares of Microsoft worth $540K as of Q3 2026.
  • AFG Fiduciary Services bought 74 Microsoft shares in Q3 2026, an estimated $34.2K.
  • Microsoft made up 0.41% of AFG Fiduciary Services's portfolio in Q3 2026, its #41 holding.
  • AFG Fiduciary Services first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on AFG Fiduciary Services's 13F filing for Q3 2026, filed 21 Oct 2026.