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Brown Financial Advisors’s Microsoft MSFT Stock Holding History

Brown Financial Advisors’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 		$5.74M Buy
15,510
+1,079
+7% +$452K 2.17% 6
2025
Q4 		$6.98M Sell
14,431
-11
-0.1% -$5.51K 2.55% 5
2025
Q3 		$7.48M Buy
14,442
+112
+0.8% +$57.1K 2.76% 4
2025
Q2 		$7.13M Sell
14,330
-929
-6% -$403K 2.78% 2
2025
Q1 		$5.73M Buy
15,259
+2,269
+17% +$925K 2.36% 5
2024
Q4 		$5.48M Buy
12,990
+1,768
+16% +$753K 2.2% 9
2024
Q3 		$4.83M Sell
11,222
-773
-6% -$330K 1.99% 8
2024
Q2 		$5.36M Buy
+11,995
New +$5.07M 2.4% 5

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

Brown Financial Advisors's MSFT Position: Q1 2026 in Review

Brown Financial Advisors increased its Microsoft (MSFT) stake by 7.5% in Q1 2026, buying an estimated $452K and bringing the position to 15,510 shares worth $5.74M. The position accounts for 2.17% of the portfolio, ranked #6.

Brown Financial Advisors first reported a position in MSFT in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.48M in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Brown Financial Advisors held 15,510 shares of Microsoft worth $5.74M as of Q1 2026.
  • Brown Financial Advisors bought 1,079 Microsoft shares in Q1 2026, an estimated $452K.
  • Microsoft made up 2.17% of Brown Financial Advisors's portfolio in Q1 2026, its #6 holding.
  • Brown Financial Advisors first reported a position in Microsoft in Q2 2024 and has held it in 8 quarters since.
  • Brown Financial Advisors's Microsoft position peaked at $7.48M in Q3 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.