BIS
MSFT icon

BG Investment Services’s Microsoft MSFT Stock Holding History

BG Investment 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
2026
Q1 		$1.03M Buy
2,771
+1,215
+78% +$508K 0.85% 23
2025
Q4 		$752K Sell
1,556
-15
-1% -$7.52K 0.67% 27
2025
Q3 		$814K Buy
1,571
+375
+31% +$191K 0.8% 24
2025
Q2 		$595K Buy
1,196
+169
+16% +$73.4K 0.74% 27
2025
Q1 		$386K Buy
1,027
+239
+30% +$97.4K 0.42% 28
2024
Q4 		$332K Buy
+788
New +$336K 0.33% 26

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

BG Investment Services's MSFT Position: Q1 2026 in Review

BG Investment Services increased its Microsoft (MSFT) stake by 78% in Q1 2026, buying an estimated $508K and bringing the position to 2,771 shares worth $1.03M. The position accounts for 0.85% of the portfolio, ranked #23.

BG Investment Services first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • BG Investment Services held 2,771 shares of Microsoft worth $1.03M as of Q1 2026.
  • BG Investment Services bought 1,215 Microsoft shares in Q1 2026, an estimated $508K.
  • Microsoft made up 0.85% of BG Investment Services's portfolio in Q1 2026, its #23 holding.
  • BG Investment Services first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on BG Investment Services's 13F filing for Q1 2026, filed 8 May 2026.