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Brian Low Financial Group’s Microsoft MSFT Stock Holding History

Brian Low 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 		$5.52M Buy
14,919
+3,607
+32% +$1.51M 3.75% 3
2025
Q4 		$5.47M Sell
11,312
-353
-3% -$177K 3.88% 3
2025
Q3 		$6.04M Buy
11,665
+1,634
+16% +$834K 4.69% 2
2025
Q2 		$4.99M Buy
+10,031
New +$4.36M 4.67% 2

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

Brian Low Financial Group's MSFT Position: Q1 2026 in Review

Brian Low Financial Group increased its Microsoft (MSFT) stake by 32% in Q1 2026, buying an estimated $1.51M and bringing the position to 14,919 shares worth $5.52M. The position accounts for 3.75% of the portfolio, ranked #3.

Brian Low Financial Group first reported a position in MSFT in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.04M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Brian Low Financial Group held 14,919 shares of Microsoft worth $5.52M as of Q1 2026.
  • Brian Low Financial Group bought 3,607 Microsoft shares in Q1 2026, an estimated $1.51M.
  • Microsoft made up 3.75% of Brian Low Financial Group's portfolio in Q1 2026, its #3 holding.
  • Brian Low Financial Group first reported a position in Microsoft in Q2 2025 and has held it in 4 quarters since.
  • Brian Low Financial Group's Microsoft position peaked at $6.04M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Brian Low Financial Group's 13F filing for Q1 2026, filed 20 Apr 2026.