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Cannon Financial Strategists’s Microsoft MSFT Stock Holding History

Cannon Financial Strategists’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 		$939K Buy
2,537
+129
+5% +$54K 0.12% 53
2025
Q4 		$1.16M Buy
2,408
+100
+4% +$50.1K 0.16% 44
2025
Q3 		$1.2M Buy
2,308
+94
+4% +$48K 0.17% 44
2025
Q2 		$1.1M Sell
2,214
-14
-0.6% -$6.08K 0.17% 46
2025
Q1 		$836K Hold
2,228
– – 0.14% 50
2024
Q4 		$939K Buy
2,228
+104
+5% +$44.3K 0.16% 48
2024
Q3 		$914K Sell
2,124
-12
-0.6% -$5.13K 0.16% 50
2024
Q2 		$955K Sell
2,136
-243
-10% -$103K 0.18% 42
2024
Q1 		$1M Buy
2,379
+418
+21% +$169K 0.2% 39
2023
Q4 		$738K Buy
1,961
+23
+1% +$8.19K 0.16% 46
2023
Q3 		$612K Buy
1,938
+31
+2% +$10.2K 0.16% 46
2023
Q2 		$650K Sell
1,907
-123
-6% -$38.5K 0.18% 49
2023
Q1 		$585K Buy
2,030
+195
+11% +$49.7K 0.2% 42
2022
Q4 		$440K Hold
1,835
– – 0.16% 48
2022
Q3 		$427K Sell
1,835
-190
-9% -$50.2K 0.17% 44
2022
Q2 		$520K Buy
2,025
+52
+3% +$14.1K 0.2% 46
2022
Q1 		$608K Buy
1,973
+256
+15% +$77K 0.22% 36
2021
Q4 		$578K Hold
1,717
– – 0.21% 39
2021
Q3 		$484K Buy
1,717
+354
+26% +$103K 0.19% 41
2021
Q2 		$369K Buy
1,363
+261
+24% +$66.3K 0.15% 45
2021
Q1 		$260K Sell
1,102
-6
-0.5% -$1.39K 0.11% 53
2020
Q4 		$246K Hold
1,108
– – 0.12% 53
2020
Q3 		$233K Sell
1,108
-200
-15% -$42K 0.13% 51
2020
Q2 		$266K Buy
+1,308
New +$237K 0.16% 46
2020
Q1 		– Sell
-1,346
Closed -$212K – 49
2019
Q4 		$212K Buy
+1,346
New +$198K 0.14% 49

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

Cannon Financial Strategists's MSFT Position: Q1 2026 in Review

Cannon Financial Strategists increased its Microsoft (MSFT) stake by 5.4% in Q1 2026, buying an estimated $54K and bringing the position to 2,537 shares worth $939K. The position accounts for 0.12% of the portfolio, ranked #53.

Cannon Financial Strategists first reported a position in MSFT in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.2M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Cannon Financial Strategists held 2,537 shares of Microsoft worth $939K as of Q1 2026.
  • Cannon Financial Strategists bought 129 Microsoft shares in Q1 2026, an estimated $54K.
  • Microsoft made up 0.12% of Cannon Financial Strategists's portfolio in Q1 2026, its #53 holding.
  • Cannon Financial Strategists first reported a position in Microsoft in Q4 2019 and has held it in 25 quarters since.
  • Cannon Financial Strategists's Microsoft position peaked at $1.2M in Q3 2025.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Cannon Financial Strategists's 13F filing for Q1 2026, filed 12 May 2026.