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Bard Financial Services’s Microsoft MSFT Stock Holding History

Bard Financial Services’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
2025
Q3 		$79.5M Buy
153,584
+1,325
+0.9% +$676K 8.73% 2
2025
Q2 		$75.7M Sell
152,259
-2,025
-1% -$879K 9.04% 2
2025
Q1 		$57.9M Sell
154,284
-2,574
-2% -$1.05M 7.08% 2
2024
Q4 		$66.1M Sell
156,858
-2,400
-2% -$1.02M 7.93% 2
2024
Q3 		$68.5M Sell
159,258
-33,300
-17% -$14.2M 8.09% 2
2024
Q2 		$86.1M Sell
192,558
-1,575
-0.8% -$665K 8.9% 2
2024
Q1 		$81.7M Sell
194,133
-2,700
-1% -$1.09M 8.68% 2
2023
Q4 		$74M Buy
196,833
+3,485
+2% +$1.24M 8.3% 2
2023
Q3 		$61M Buy
193,348
+1,295
+0.7% +$428K 7.55% 2
2023
Q2 		$65.4M Sell
192,053
-2,575
-1% -$807K 4.95% 2
2023
Q1 		$56.1M Buy
194,628
+725
+0.4% +$185K 4.49% 2
2022
Q4 		$46.5M Sell
193,903
-1,570
-0.8% -$377K 3.95% 3
2022
Q3 		$45.5M Sell
195,473
-700
-0.4% -$185K 4.27% 2
2022
Q2 		$50.4M Sell
196,173
-900
-0.5% -$244K 4.6% 2
2022
Q1 		$60.8M Sell
197,073
-300
-0.2% -$90.3K 4.95% 2
2021
Q4 		$66.4M Sell
197,373
-1,675
-0.8% -$543K 5.35% 2
2021
Q3 		$56.1M Sell
199,048
-2,010
-1% -$585K 4.97% 2
2021
Q2 		$54.5M Buy
201,058
+700
+0.3% +$178K 4.85% 2
2021
Q1 		$47.2M Sell
200,358
-5,401
-3% -$1.25M 4.58% 2
2020
Q4 		$45.8M Buy
+205,759
New +$44.2M 4.58% 2

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bard Financial Services's MSFT Position: Q3 2025 in Review

Bard Financial Services increased its Microsoft (MSFT) stake by 0.87% in Q3 2025, buying an estimated $676K and bringing the position to 153,584 shares worth $79.5M. The position accounts for 8.73% of the portfolio, ranked #2.

Bard Financial Services first reported a position in MSFT in Q4 2020 and has held it in 20 quarters since. The position peaked at $86.1M in Q2 2024. 5,860 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

  • Bard Financial Services held 153,584 shares of Microsoft worth $79.5M as of Q3 2025.
  • Bard Financial Services bought 1,325 Microsoft shares in Q3 2025, an estimated $676K.
  • Microsoft made up 8.73% of Bard Financial Services's portfolio in Q3 2025, its #2 holding.
  • Bard Financial Services first reported a position in Microsoft in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Microsoft position peaked at $86.1M in Q2 2024.
  • 5,860 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.