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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Byrne Financial Freedom's MSFT Position: Q1 2026 in Review

Byrne Financial Freedom increased its Microsoft (MSFT) stake by 11% in Q1 2026, buying an estimated $853K and bringing the position to 20,864 shares worth $7.72M. The position accounts for 3.7% of the portfolio, ranked #4.

Byrne Financial Freedom first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.88M in Q3 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Byrne Financial Freedom held 20,864 shares of Microsoft worth $7.72M as of Q1 2026.
Byrne Financial Freedom bought 2,039 Microsoft shares in Q1 2026, an estimated $853K.
Microsoft made up 3.7% of Byrne Financial Freedom's portfolio in Q1 2026, its #4 holding.
Byrne Financial Freedom first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
Byrne Financial Freedom's Microsoft position peaked at $9.88M in Q3 2025.
6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Byrne Financial Freedom's 13F filing for Q1 2026, filed 27 Apr 2026.