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BridgePort Financial Solutions’s Microsoft MSFT Stock Holding History

BridgePort Financial Solutions’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 		$4.85M Sell
13,092
-1,767
-12% -$739K 1.37% 17
2025
Q4 		$7.19M Sell
14,859
-2,030
-12% -$1.02M 1.93% 9
2025
Q3 		$8.75M Buy
16,889
+5,084
+43% +$2.59M 2.35% 8
2025
Q2 		$5.87M Buy
11,805
+250
+2% +$109K 1.95% 9
2025
Q1 		$4.34M Buy
11,555
+26
+0.2% +$10.6K 1.96% 9
2024
Q4 		$4.53M Buy
+11,529
New +$4.91M 2.05% 8

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

BridgePort Financial Solutions's MSFT Position: Q1 2026 in Review

BridgePort Financial Solutions reduced its Microsoft (MSFT) stake by 12% in Q1 2026, selling an estimated $739K and leaving 13,092 shares worth $4.85M. The position accounts for 1.37% of the portfolio, ranked #17.

BridgePort Financial Solutions first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.75M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • BridgePort Financial Solutions held 13,092 shares of Microsoft worth $4.85M as of Q1 2026.
  • BridgePort Financial Solutions sold 1,767 Microsoft shares in Q1 2026, an estimated $739K.
  • Microsoft made up 1.37% of BridgePort Financial Solutions's portfolio in Q1 2026, its #17 holding.
  • BridgePort Financial Solutions first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • BridgePort Financial Solutions's Microsoft position peaked at $8.75M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.