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Burr Financial Services’s Microsoft MSFT Stock Holding History

Burr Financial Services’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
-5,123
Closed -$2.48M – 27
2025
Q4 		$2.48M Sell
5,123
-319
-6% -$160K 1.85% 12
2025
Q3 		$2.82M Buy
5,442
+2,485
+84% +$1.27M 2.09% 11
2025
Q2 		$1.47M Sell
2,957
-989
-25% -$429K 1.24% 17
2025
Q1 		$1.48M Sell
3,946
-1,300
-25% -$530K 1.16% 12
2024
Q4 		$2.21M Sell
5,246
-7,921
-60% -$3.37M 1.49% 12
2024
Q3 		$5.67M Sell
13,167
-2,671
-17% -$1.14M 4.01% 7
2024
Q2 		$7.08M Sell
15,838
-1,849
-10% -$781K 4.94% 6
2024
Q1 		$7.24M Buy
17,687
+364
+2% +$147K 5.65% 7
2023
Q4 		$7.37M Buy
+17,323
New +$6.17M 5.63% 7

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Burr Financial Services's MSFT Position: Q1 2026 in Review

Burr Financial Services sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 5,123 shares — an estimated $2.48M sold.

Burr Financial Services first reported a position in MSFT in Q4 2023 and held it in 9 quarters. The position peaked at $7.37M in Q4 2023. 6,207 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Burr Financial Services reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • Burr Financial Services sold 5,123 Microsoft shares in Q1 2026, an estimated $2.48M.
  • Burr Financial Services first reported a position in Microsoft in Q4 2023 and held it in 9 quarters.
  • Burr Financial Services's Microsoft position peaked at $7.37M in Q4 2023.
  • 6,207 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Burr Financial Services's 13F filing for Q1 2026, filed 13 Apr 2026.