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Amara Financial’s Microsoft MSFT Stock Holding History

Amara Financial’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 		$300K Buy
811
+21
+3% +$8.79K 0.21% 39
2025
Q4 		$382K Buy
790
+2
+0.3% +$1K 0.26% 37
2025
Q3 		$408K Buy
788
+2
+0.3% +$1.02K 0.3% 33
2025
Q2 		$391K Buy
786
+21
+3% +$9.12K 0.34% 29
2025
Q1 		$287K Buy
765
+1
+0.1% +$408 0.27% 40
2024
Q4 		$322K Hold
764
– – 0.3% 38
2024
Q3 		$329K Buy
+764
New +$327K 0.31% 36

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

Amara Financial's MSFT Position: Q1 2026 in Review

Amara Financial increased its Microsoft (MSFT) stake by 2.7% in Q1 2026, buying an estimated $8.79K and bringing the position to 811 shares worth $300K. The position accounts for 0.21% of the portfolio, ranked #39.

Amara Financial first reported a position in MSFT in Q3 2024 and has held it in 7 quarters since. The position peaked at $408K in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Amara Financial held 811 shares of Microsoft worth $300K as of Q1 2026.
  • Amara Financial bought 21 Microsoft shares in Q1 2026, an estimated $8.79K.
  • Microsoft made up 0.21% of Amara Financial's portfolio in Q1 2026, its #39 holding.
  • Amara Financial first reported a position in Microsoft in Q3 2024 and has held it in 7 quarters since.
  • Amara Financial's Microsoft position peaked at $408K in Q3 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Amara Financial's 13F filing for Q1 2026, filed 7 May 2026.