BFG
MSFT icon

Berger Financial Group’s Microsoft MSFT Stock Holding History

Berger Financial 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 		$14.8M Sell
40,059
-29
-0.1% -$12.1K 0.83% 27
2025
Q4 		$19.4M Sell
40,088
-449
-1% -$225K 1.12% 19
2025
Q3 		$21M Sell
40,537
-24
-0.1% -$12.2K 1.26% 15
2025
Q2 		$20.2M Sell
40,561
-549
-1% -$238K 1.3% 15
2025
Q1 		$15.4M Sell
41,110
-16,432
-29% -$6.7M 1.07% 17
2024
Q4 		$24.3M Sell
57,542
-1,169
-2% -$498K 1.67% 9
2024
Q3 		$25.3M Buy
58,711
+6,008
+11% +$2.57M 1.82% 9
2024
Q2 		$23.6M Buy
52,703
+758
+1% +$320K 1.88% 8
2024
Q1 		$21.9M Buy
51,945
+13,610
+36% +$5.51M 1.8% 12
2023
Q4 		$14.4M Buy
38,335
+359
+0.9% +$128K 1.49% 14
2023
Q3 		$12M Sell
37,976
-68
-0.2% -$22.5K 1.38% 15
2023
Q2 		$13M Buy
38,044
+222
+0.6% +$69.6K 1.47% 14
2023
Q1 		$10.9M Sell
37,822
-235
-0.6% -$59.9K 1.31% 15
2022
Q4 		$9.13M Sell
38,057
-2,644
-6% -$635K 1.2% 18
2022
Q3 		$9.48M Buy
40,701
+1,541
+4% +$407K 1.39% 17
2022
Q2 		$10.1M Buy
39,160
+721
+2% +$196K 1.47% 16
2022
Q1 		$11.9M Buy
38,439
+1,369
+4% +$412K 1.51% 16
2021
Q4 		$12.5M Buy
37,070
+12,760
+52% +$4.14M 1.65% 13
2021
Q3 		$6.85M Buy
24,310
+1,309
+6% +$381K 1.24% 20
2021
Q2 		$6.23M Buy
23,001
+70
+0.3% +$17.8K 1.13% 19
2021
Q1 		$5.41M Buy
22,931
+360
+2% +$83.5K 1.18% 19
2020
Q4 		$5.02M Buy
+22,571
New +$4.85M 0.88% 25

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

Berger Financial Group's MSFT Position: Q1 2026 in Review

Berger Financial Group reduced its Microsoft (MSFT) stake by 0.07% in Q1 2026, selling an estimated $12.1K and leaving 40,059 shares worth $14.8M. The position accounts for 0.83% of the portfolio, ranked #27.

Berger Financial Group first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $25.3M in Q3 2024. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Berger Financial Group held 40,059 shares of Microsoft worth $14.8M as of Q1 2026.
  • Berger Financial Group sold 29 Microsoft shares in Q1 2026, an estimated $12.1K.
  • Microsoft made up 0.83% of Berger Financial Group's portfolio in Q1 2026, its #27 holding.
  • Berger Financial Group first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's Microsoft position peaked at $25.3M in Q3 2024.
  • 6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.