Birch Financial Group
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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
Q3 		$5.31M Buy
10,344
+469
+5% +$217K 2.48% 6
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Birch Financial Group's MSFT Position: Q3 2026 in Review

Birch Financial Group increased its Microsoft (MSFT) stake by 4.7% in Q3 2026, buying an estimated $217K and bringing the position to 10,344 shares worth $5.31M. The position accounts for 2.48% of the portfolio, ranked #6.

Birch Financial Group first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 3,890 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Birch Financial Group held 10,344 shares of Microsoft worth $5.31M as of Q3 2026.
  • Birch Financial Group bought 469 Microsoft shares in Q3 2026, an estimated $217K.
  • Microsoft made up 2.48% of Birch Financial Group's portfolio in Q3 2026, its #6 holding.
  • Birch Financial Group first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 3,890 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.