AmeriFlex Group’s Microsoft MSFT Stock Holding History

AmeriFlex 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	$3.53M	Buy	9,529 +1,428	+18%	+$598K	1.79%	6
2025 Q4	$3.92M	Sell	8,101 -4,423	-35%	-$2.22M	2.03%	5
2025 Q3	$6.49M	Buy	12,524 +600	+5%	+$306K	2.43%	4
2025 Q2	$5.93M	Sell	11,924 -3,292	-22%	-$1.43M	3.12%	4
2025 Q1	$5.71M	Buy	15,216 +705	+5%	+$287K	2.34%	4
2024 Q4	$6.02M	Buy	+14,511	New	+$6.18M	2.76%	4

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

AmeriFlex Group's MSFT Position: Q1 2026 in Review

AmeriFlex Group increased its Microsoft (MSFT) stake by 18% in Q1 2026, buying an estimated $598K and bringing the position to 9,529 shares worth $3.53M. The position accounts for 1.79% of the portfolio, ranked #6.

AmeriFlex Group first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.49M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

AmeriFlex Group held 9,529 shares of Microsoft worth $3.53M as of Q1 2026.
AmeriFlex Group bought 1,428 Microsoft shares in Q1 2026, an estimated $598K.
Microsoft made up 1.79% of AmeriFlex Group's portfolio in Q1 2026, its #6 holding.
AmeriFlex Group first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's Microsoft position peaked at $6.49M in Q3 2025.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.