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Birch Financial Group’s Microsoft MSFT Stock Holding History

Birch 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
Q2 		$3.68M Sell
9,875
-453
-4% -$183K 1.89% 14
2026
Q1 		$3.82M Buy
10,328
+739
+8% +$309K 2.23% 9
2025
Q4 		$4.64M Buy
9,589
+315
+3% +$158K 2.64% 8
2025
Q3 		$4.8M Buy
9,274
+487
+6% +$248K 2.83% 8
2025
Q2 		$4.37M Sell
8,787
-906
-9% -$393K 3.5% 7
2025
Q1 		$3.64M Buy
9,693
+1,571
+19% +$641K 3.24% 7
2024
Q4 		$3.42M Buy
+8,122
New +$3.46M 3.85% 6

Other funds holding MSFT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Birch Financial Group's MSFT Position: Q2 2026 in Review

Birch Financial Group reduced its Microsoft (MSFT) stake by 4.4% in Q2 2026, selling an estimated $183K and leaving 9,875 shares worth $3.68M. The position accounts for 1.89% of the portfolio, ranked #14.

Birch Financial Group first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.8M in Q3 2025. 3,173 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Birch Financial Group held 9,875 shares of Microsoft worth $3.68M as of Q2 2026.
  • Birch Financial Group sold 453 Microsoft shares in Q2 2026, an estimated $183K.
  • Microsoft made up 1.89% of Birch Financial Group's portfolio in Q2 2026, its #14 holding.
  • Birch Financial Group first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Birch Financial Group's Microsoft position peaked at $4.8M in Q3 2025.
  • 3,173 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.