BFF
MSFT icon

Byrne Financial Freedom’s Microsoft MSFT Stock Holding History

Byrne Financial Freedom’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
Q2 		$8.21M Buy
22,012
+1,148
+6% +$464K 3.21% 6
2026
Q1 		$7.72M Buy
20,864
+2,039
+11% +$853K 3.7% 4
2025
Q4 		$9.1M Sell
18,825
-247
-1% -$124K 4.18% 3
2025
Q3 		$9.88M Buy
19,072
+108
+0.6% +$55.1K 4.92% 3
2025
Q2 		$9.43M Buy
18,964
+216
+1% +$93.8K 4.72% 4
2025
Q1 		$7.04M Sell
18,748
-163
-0.9% -$66.5K 4% 6
2024
Q4 		$7.97M Buy
+18,911
New +$8.06M 3.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Byrne Financial Freedom's MSFT Position: Q2 2026 in Review

Byrne Financial Freedom increased its Microsoft (MSFT) stake by 5.5% in Q2 2026, buying an estimated $464K and bringing the position to 22,012 shares worth $8.21M. The position accounts for 3.21% of the portfolio, ranked #6.

Byrne Financial Freedom first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.88M in Q3 2025. 6,229 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Byrne Financial Freedom held 22,012 shares of Microsoft worth $8.21M as of Q2 2026.
  • Byrne Financial Freedom bought 1,148 Microsoft shares in Q2 2026, an estimated $464K.
  • Microsoft made up 3.21% of Byrne Financial Freedom's portfolio in Q2 2026, its #6 holding.
  • Byrne Financial Freedom first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Byrne Financial Freedom's Microsoft position peaked at $9.88M in Q3 2025.
  • 6,229 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Byrne Financial Freedom's 13F filing for Q2 2026, filed 30 Jul 2026.