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Bouchey Financial Group’s Microsoft MSFT Stock Holding History

Bouchey 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 		$5.33M Sell
14,285
-21
-0.1% -$8.79K 0.39% 27
2025
Q4 		$6.92M Buy
14,306
+434
+3% +$217K 0.52% 27
2025
Q3 		$7.18M Buy
13,872
+163
+1% +$83.2K 0.55% 24
2025
Q2 		$6.82M Buy
13,709
+438
+3% +$190K 0.57% 24
2025
Q1 		$4.98M Buy
13,271
+898
+7% +$366K 0.45% 26
2024
Q4 		$5.22M Buy
12,373
+531
+4% +$226K 0.46% 27
2024
Q3 		$5.1M Buy
11,842
+37
+0.3% +$15.8K 0.46% 27
2024
Q2 		$5.28M Buy
11,805
+391
+3% +$165K 0.5% 27
2024
Q1 		$4.8M Buy
11,414
+79
+0.7% +$32K 0.47% 28
2023
Q4 		$4.26M Buy
11,335
+292
+3% +$104K 0.46% 28
2023
Q3 		$3.49M Buy
11,043
+537
+5% +$177K 0.43% 26
2023
Q2 		$3.58M Buy
10,506
+168
+2% +$52.7K 0.43% 26
2023
Q1 		$2.98M Sell
10,338
-239
-2% -$61K 0.39% 27
2022
Q4 		$2.54M Buy
10,577
+412
+4% +$98.9K 0.37% 27
2022
Q3 		$2.37M Sell
10,165
-362
-3% -$95.6K 0.35% 28
2022
Q2 		$2.7M Buy
10,527
+38
+0.4% +$10.3K 0.43% 25
2022
Q1 		$3.23M Sell
10,489
-514
-5% -$155K 0.43% 24
2021
Q4 		$3.7M Buy
11,003
+39
+0.4% +$12.6K 0.5% 27
2021
Q3 		$3.09M Buy
10,964
+1,082
+11% +$315K 0.43% 28
2021
Q2 		$2.68M Sell
9,882
-510
-5% -$130K 0.43% 22
2021
Q1 		$2.45M Buy
10,392
+515
+5% +$119K 0.4% 24
2020
Q4 		$2.2M Buy
9,877
+55
+0.6% +$11.8K 0.38% 24
2020
Q3 		$2.07M Buy
9,822
+276
+3% +$58K 0.4% 24
2020
Q2 		$1.94M Buy
9,546
+1,686
+21% +$306K 0.41% 22
2020
Q1 		$1.24M Sell
7,860
-215
-3% -$35.4K 0.33% 27
2019
Q4 		$1.27M Buy
8,075
+317
+4% +$46.6K 0.29% 30
2019
Q3 		$1.08M Buy
7,758
+274
+4% +$37.7K 0.26% 33
2019
Q2 		$1M Buy
7,484
+400
+6% +$50.8K 0.25% 34
2019
Q1 		$836K Hold
7,084
– – 0.21% 36
2018
Q4 		$720K Buy
7,084
+674
+11% +$72.2K 0.2% 39
2018
Q3 		$733K Hold
6,410
– – 0.18% 36
2018
Q2 		$632K Buy
6,410
+104
+2% +$10.1K 0.17% 35
2018
Q1 		$576K Buy
6,306
+269
+4% +$24.6K 0.17% 35
2017
Q4 		$516K Sell
6,037
-131
-2% -$10.7K 0.15% 43
2017
Q3 		$459K Buy
6,168
+127
+2% +$9.28K 0.14% 42
2017
Q2 		$416K Buy
6,041
+201
+3% +$13.8K 0.13% 46
2017
Q1 		$385K Buy
5,840
+78
+1% +$5K 0.13% 47
2016
Q4 		$358K Sell
5,762
-282
-5% -$17K 0.15% 44
2016
Q3 		$348K Hold
6,044
– – 0.14% 44
2016
Q2 		$309K Buy
6,044
+200
+3% +$10.4K 0.12% 51
2016
Q1 		$323K Sell
5,844
-74
-1% -$3.88K 0.14% 47
2015
Q4 		$328K Buy
5,918
+1
+0% +$53 0.14% 48
2015
Q3 		$262K Buy
5,917
+1
+0% +$45 0.13% 47
2015
Q2 		$261K Buy
5,916
+119
+2% +$5.43K 0.11% 52
2015
Q1 		$236K Buy
+5,797
New +$252K 0.11% 54

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

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

Bouchey Financial Group reduced its Microsoft (MSFT) stake by 0.15% in Q1 2026, selling an estimated $8.79K and leaving 14,285 shares worth $5.33M. The position accounts for 0.39% of the portfolio, ranked #27.

Bouchey Financial Group first reported a position in MSFT in Q1 2015 and has held it in 45 quarters since. The position peaked at $7.18M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Bouchey Financial Group held 14,285 shares of Microsoft worth $5.33M as of Q1 2026.
  • Bouchey Financial Group sold 21 Microsoft shares in Q1 2026, an estimated $8.79K.
  • Microsoft made up 0.39% of Bouchey Financial Group's portfolio in Q1 2026, its #27 holding.
  • Bouchey Financial Group first reported a position in Microsoft in Q1 2015 and has held it in 45 quarters since.
  • Bouchey Financial Group's Microsoft position peaked at $7.18M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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