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BFI Wealth Solutions’s Microsoft MSFT Stock Holding History

BFI Wealth Solutions’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 		$396K Hold
1,066
– – 0.38% 55
2025
Q4 		$516K Buy
+1,066
New +$534K 0.49% 48

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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
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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
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BFI Wealth Solutions's MSFT Position: Q1 2026 in Review

BFI Wealth Solutions held its Microsoft (MSFT) position steady in Q1 2026 at 1,066 shares worth $396K. The position accounts for 0.38% of the portfolio, ranked #55.

BFI Wealth Solutions first reported a position in MSFT in Q4 2025 and has held it in 2 quarters since. The position peaked at $516K in Q4 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • BFI Wealth Solutions held 1,066 shares of Microsoft worth $396K as of Q1 2026.
  • BFI Wealth Solutions left its Microsoft share count unchanged in Q1 2026.
  • Microsoft made up 0.38% of BFI Wealth Solutions's portfolio in Q1 2026, its #55 holding.
  • BFI Wealth Solutions first reported a position in Microsoft in Q4 2025 and has held it in 2 quarters since.
  • BFI Wealth Solutions's Microsoft position peaked at $516K in Q4 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on BFI Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.