Chancellor Financial Group WB’s Microsoft MSFT Stock Holding History

Chancellor Financial Group WB’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	$10.7M	Sell	28,870 -1,191	-4%	-$498K	7.56%	2
2025 Q4	$14.5M	Buy	30,061 +59	+0.2%	+$29.6K	9.85%	2
2025 Q3	$15.5M	Buy	30,002 +1,376	+5%	+$702K	10.96%	2
2025 Q2	$14.2M	Buy	28,626 +181	+0.6%	+$78.6K	11%	2
2025 Q1	$10.7M	Buy	28,445 +139	+0.5%	+$56.7K	8.82%	2
2024 Q4	$11.9M	Buy	+28,306	New	+$12.1M	9.61%	2

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

Chancellor Financial Group WB's MSFT Position: Q1 2026 in Review

Chancellor Financial Group WB reduced its Microsoft (MSFT) stake by 4% in Q1 2026, selling an estimated $498K and leaving 28,870 shares worth $10.7M. The position accounts for 7.56% of the portfolio, ranked #2.

Chancellor Financial Group WB first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.5M in Q3 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Chancellor Financial Group WB held 28,870 shares of Microsoft worth $10.7M as of Q1 2026.
Chancellor Financial Group WB sold 1,191 Microsoft shares in Q1 2026, an estimated $498K.
Microsoft made up 7.56% of Chancellor Financial Group WB's portfolio in Q1 2026, its #2 holding.
Chancellor Financial Group WB first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
Chancellor Financial Group WB's Microsoft position peaked at $15.5M in Q3 2025.
6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.