Broussard Financial Group’s Microsoft MSFT Stock Holding History

Broussard 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	–	Sell	-504	Closed	-$244K	–	35
2025 Q4	$244K	Buy	+504	New	+$253K	0.2%	31

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Broussard Financial Group sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 504 shares — an estimated $244K sold.

Broussard Financial Group first reported a position in MSFT in Q4 2025 and held it in 1 quarter. The position peaked at $244K in Q4 2025. 6,209 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Broussard Financial Group reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
Broussard Financial Group sold 504 Microsoft shares in Q1 2026, an estimated $244K.
Broussard Financial Group first reported a position in Microsoft in Q4 2025 and held it in 1 quarter.
Broussard Financial Group's Microsoft position peaked at $244K in Q4 2025.
6,209 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Broussard Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.