CFCS
MSFT icon

CDM Financial Counseling Services’s Microsoft MSFT Stock Holding History

CDM Financial Counseling 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
Q2 		$3.4M Sell
9,123
-357
-4% -$144K 2.93% 8
2026
Q1 		$3.51M Buy
9,480
+606
+7% +$254K 3.36% 8
2025
Q4 		$4.29M Buy
+8,874
New +$4.45M 4.02% 5

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

CDM Financial Counseling Services's MSFT Position: Q2 2026 in Review

CDM Financial Counseling Services reduced its Microsoft (MSFT) stake by 3.8% in Q2 2026, selling an estimated $144K and leaving 9,123 shares worth $3.4M. The position accounts for 2.93% of the portfolio, ranked #8.

CDM Financial Counseling Services first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.29M in Q4 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • CDM Financial Counseling Services held 9,123 shares of Microsoft worth $3.4M as of Q2 2026.
  • CDM Financial Counseling Services sold 357 Microsoft shares in Q2 2026, an estimated $144K.
  • Microsoft made up 2.93% of CDM Financial Counseling Services's portfolio in Q2 2026, its #8 holding.
  • CDM Financial Counseling Services first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • CDM Financial Counseling Services's Microsoft position peaked at $4.29M in Q4 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on CDM Financial Counseling Services's 13F filing for Q2 2026, filed 14 Jul 2026.