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Copley Financial Group’s Microsoft MSFT Stock Holding History

Copley 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 		$1.19M Buy
3,215
+467
+17% +$195K 0.72% 21
2025
Q4 		$1.33M Sell
2,748
-49
-2% -$24.6K 0.82% 20
2025
Q3 		$1.45M Sell
2,797
-197
-7% -$100K 0.99% 19
2025
Q2 		$1.49M Sell
2,994
-208
-6% -$90.3K 1.1% 16
2025
Q1 		$1.2M Buy
3,202
+136
+4% +$55.4K 0.92% 17
2024
Q4 		$1.29M Buy
3,066
+1,133
+59% +$483K 0.99% 17
2024
Q3 		$832K Buy
+1,933
New +$826K 0.76% 17

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

Copley Financial Group's MSFT Position: Q1 2026 in Review

Copley Financial Group increased its Microsoft (MSFT) stake by 17% in Q1 2026, buying an estimated $195K and bringing the position to 3,215 shares worth $1.19M. The position accounts for 0.72% of the portfolio, ranked #21.

Copley Financial Group first reported a position in MSFT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.49M in Q2 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Copley Financial Group held 3,215 shares of Microsoft worth $1.19M as of Q1 2026.
  • Copley Financial Group bought 467 Microsoft shares in Q1 2026, an estimated $195K.
  • Microsoft made up 0.72% of Copley Financial Group's portfolio in Q1 2026, its #21 holding.
  • Copley Financial Group first reported a position in Microsoft in Q3 2024 and has held it in 7 quarters since.
  • Copley Financial Group's Microsoft position peaked at $1.49M in Q2 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.