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American Financial & Tax Strategies’s Microsoft MSFT Stock Holding History

American Financial & Tax Strategies’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 		$358K Sell
968
-4
-0.4% -$1.67K 0.17% 80
2025
Q4 		$470K Sell
972
-10
-1% -$5.01K 0.23% 72
2025
Q3 		$509K Sell
982
-240
-20% -$122K 0.25% 68
2025
Q2 		$608K Sell
1,222
-34
-3% -$14.8K 0.31% 63
2025
Q1 		$471K Buy
1,256
+49
+4% +$20K 0.25% 66
2024
Q4 		$509K Buy
1,207
+68
+6% +$29K 0.26% 65
2024
Q3 		$490K Buy
1,139
+10
+0.9% +$4.28K 0.25% 68
2024
Q2 		$505K Buy
1,129
+38
+3% +$16K 0.27% 67
2024
Q1 		$459K Sell
1,091
-41
-4% -$16.6K 0.25% 71
2023
Q4 		$426K Buy
+1,132
New +$403K 0.24% 70

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 $3.37T AUM 44.26% 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

American Financial & Tax Strategies's MSFT Position: Q1 2026 in Review

American Financial & Tax Strategies reduced its Microsoft (MSFT) stake by 0.41% in Q1 2026, selling an estimated $1.67K and leaving 968 shares worth $358K. The position accounts for 0.17% of the portfolio, ranked #80.

American Financial & Tax Strategies first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $608K in Q2 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • American Financial & Tax Strategies held 968 shares of Microsoft worth $358K as of Q1 2026.
  • American Financial & Tax Strategies sold 4 Microsoft shares in Q1 2026, an estimated $1.67K.
  • Microsoft made up 0.17% of American Financial & Tax Strategies's portfolio in Q1 2026, its #80 holding.
  • American Financial & Tax Strategies first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • American Financial & Tax Strategies's Microsoft position peaked at $608K in Q2 2025.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on American Financial & Tax Strategies's 13F filing for Q1 2026, filed 6 May 2026.