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Axiom Financial Strategies’s Microsoft MSFT Stock Holding History

Axiom Financial 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 		$366K Hold
990
– – 0.13% 21
2025
Q4 		$479K Sell
990
-95
-9% -$47.6K 0.2% 33
2025
Q3 		$562K Sell
1,085
-370
-25% -$189K 0.24% 32
2025
Q2 		$724K Sell
1,455
-1,169
-45% -$508K 0.4% 22
2025
Q1 		$985K Buy
2,624
+48
+2% +$19.6K 0.58% 21
2024
Q4 		$1.09M Buy
2,576
+53
+2% +$22.6K 0.61% 23
2024
Q3 		$1.09M Buy
2,523
+1,919
+318% +$820K 0.57% 23
2024
Q2 		$270K Sell
604
-1,608
-73% -$679K 0.18% 25
2024
Q1 		$931K Sell
2,212
-79
-3% -$32K 0.59% 23
2023
Q4 		$862K Sell
2,291
-532
-19% -$189K 0.56% 24
2023
Q3 		$891K Sell
2,823
-70
-2% -$23.1K 0.6% 24
2023
Q2 		$985K Sell
2,893
-76
-3% -$23.8K 0.57% 26
2023
Q1 		$856K Sell
2,969
-27
-0.9% -$6.89K 0.48% 25
2022
Q4 		$719K Sell
2,996
-1,989
-40% -$477K 0.45% 27
2022
Q3 		$1.16M Buy
4,985
+199
+4% +$52.5K 0.62% 26
2022
Q2 		$1.23M Sell
4,786
-12
-0.3% -$3.26K 0.65% 26
2022
Q1 		$1.33M Buy
4,798
+33
+0.7% +$9.93K 0.67% 26
2021
Q4 		$1.6M Sell
4,765
-35
-0.7% -$11.3K 0.73% 24
2021
Q3 		$1.35M Hold
4,800
– – 0.64% 29
2021
Q2 		$1.3M Buy
4,800
+46
+1% +$11.7K 0.6% 25
2021
Q1 		$1.12M Buy
4,754
+137
+3% +$31.8K 0.55% 28
2020
Q4 		$971K Hold
4,617
– – 0.58% 27
2020
Q3 		$971K Sell
4,617
-519
-10% -$109K 0.58% 27
2020
Q2 		$1.04M Buy
5,136
+124
+2% +$22.5K 0.68% 27
2020
Q1 		$790K Buy
+5,012
New +$824K 0.64% 28

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

Axiom Financial Strategies's MSFT Position: Q1 2026 in Review

Axiom Financial Strategies held its Microsoft (MSFT) position steady in Q1 2026 at 990 shares worth $366K. The position accounts for 0.13% of the portfolio, ranked #21.

Axiom Financial Strategies first reported a position in MSFT in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.6M in Q4 2021. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Axiom Financial Strategies held 990 shares of Microsoft worth $366K as of Q1 2026.
  • Axiom Financial Strategies left its Microsoft share count unchanged in Q1 2026.
  • Microsoft made up 0.13% of Axiom Financial Strategies's portfolio in Q1 2026, its #21 holding.
  • Axiom Financial Strategies first reported a position in Microsoft in Q1 2020 and has held it in 25 quarters since.
  • Axiom Financial Strategies's Microsoft position peaked at $1.6M in Q4 2021.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Axiom Financial Strategies's 13F filing for Q1 2026, filed 21 Apr 2026.