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Apollon Financial’s Microsoft MSFT Stock Holding History

Apollon 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 		$14.6M Sell
39,555
-72
-0.2% -$30.1K 2.02% 11
2025
Q4 		$19.2M Buy
39,627
+2,559
+7% +$1.28M 2.78% 6
2025
Q3 		$19.2M Buy
37,068
+1,533
+4% +$782K 3.19% 4
2025
Q2 		$17.7M Sell
35,535
-81
-0.2% -$35.2K 3.69% 2
2025
Q1 		$13.4M Buy
35,616
+670
+2% +$273K 3.14% 5
2024
Q4 		$14.7M Buy
34,946
+1,560
+5% +$664K 3.65% 5
2024
Q3 		$14.4M Buy
33,386
+1,246
+4% +$533K 4.23% 3
2024
Q2 		$14.4M Buy
32,140
+830
+3% +$351K 4.65% 2
2024
Q1 		$13.2M Buy
31,310
+1,329
+4% +$538K 4.55% 2
2023
Q4 		$11.3M Buy
+29,981
New +$10.7M 4.44% 2

Other funds holding MSFT

BlackRock
BlackRock New York $5.7T 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 $1.47T 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