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Columbia River Financial Group’s Microsoft MSFT Stock Holding History

Columbia River Financial Group’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 		$1.47M Sell
3,960
-52
-1% -$21.8K 0.85% 24
2025
Q4 		$1.94M Buy
4,012
+6
+0.1% +$3.01K 1.19% 21
2025
Q3 		$2.03M Hold
4,006
– – 1.25% 20
2025
Q2 		$2.15M Hold
4,006
– – 1.39% 20
2025
Q1 		$1.5M Sell
4,006
-6
-0.1% -$2.45K 1.01% 23
2024
Q4 		$1.69M Buy
+4,012
New +$1.71M 1.16% 20

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

Columbia River Financial Group's MSFT Position: Q1 2026 in Review

Columbia River Financial Group reduced its Microsoft (MSFT) stake by 1.3% in Q1 2026, selling an estimated $21.8K and leaving 3,960 shares worth $1.47M. The position accounts for 0.85% of the portfolio, ranked #24.

Columbia River Financial Group first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.15M in Q2 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Columbia River Financial Group held 3,960 shares of Microsoft worth $1.47M as of Q1 2026.
  • Columbia River Financial Group sold 52 Microsoft shares in Q1 2026, an estimated $21.8K.
  • Microsoft made up 0.85% of Columbia River Financial Group's portfolio in Q1 2026, its #24 holding.
  • Columbia River Financial Group first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Columbia River Financial Group's Microsoft position peaked at $2.15M in Q2 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Columbia River Financial Group's 13F filing for Q1 2026, filed 12 May 2026.