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Constant Guidance Financial’s Microsoft MSFT Stock Holding History

Constant Guidance Financial’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 		$978K Sell
2,643
-4,240
-62% -$1.77M 0.68% 17
2025
Q4 		$3.33M Buy
6,883
+487
+8% +$244K 2.34% 8
2025
Q3 		$3.31M Buy
6,396
+1,906
+42% +$972K 2.65% 10
2025
Q2 		$2.23M Sell
4,490
-725
-14% -$315K 2.25% 12
2025
Q1 		$1.96M Buy
5,215
+733
+16% +$299K 2.46% 10
2024
Q4 		$1.89M Sell
4,482
-381
-8% -$162K 1.63% 11
2024
Q3 		$2.09M Sell
4,863
-479
-9% -$205K 1.71% 15
2024
Q2 		$2.39M Sell
5,342
-616
-10% -$260K 2.48% 8
2024
Q1 		$2.51M Buy
5,958
+840
+16% +$340K 2.31% 10
2023
Q4 		$1.92M Buy
5,118
+3,126
+157% +$1.11M 1.96% 12
2023
Q3 		$633K Buy
+1,992
New +$658K 0.84% 7

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

Constant Guidance Financial's MSFT Position: Q1 2026 in Review

Constant Guidance Financial reduced its Microsoft (MSFT) stake by 62% in Q1 2026, selling an estimated $1.77M and leaving 2,643 shares worth $978K. The position accounts for 0.68% of the portfolio, ranked #17.

Constant Guidance Financial first reported a position in MSFT in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.33M in Q4 2025. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Constant Guidance Financial held 2,643 shares of Microsoft worth $978K as of Q1 2026.
  • Constant Guidance Financial sold 4,240 Microsoft shares in Q1 2026, an estimated $1.77M.
  • Microsoft made up 0.68% of Constant Guidance Financial's portfolio in Q1 2026, its #17 holding.
  • Constant Guidance Financial first reported a position in Microsoft in Q3 2023 and has held it in 11 quarters since.
  • Constant Guidance Financial's Microsoft position peaked at $3.33M in Q4 2025.
  • 6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Constant Guidance Financial's 13F filing for Q1 2026, filed 18 May 2026.