Cornerstone Financial Group’s Microsoft MSFT Stock Holding History

Cornerstone 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 Q3	$682K	Sell	1,331 -41	-3%	-$19K	0.4%	44
2026 Q2	$512K	Sell	1,372 -44	-3%	-$17.8K	0.32%	50
2026 Q1	$587K	Buy	1,416 +3	+0.2%	+$1.26K	0.38%	45
2025 Q4	$683K	Sell	1,413 -345	-20%	-$173K	0.48%	42
2025 Q3	$911K	Sell	1,758 -23	-1%	-$11.7K	0.71%	34
2025 Q2	$886K	Buy	1,781 +5	+0.3%	+$2.17K	0.75%	33
2025 Q1	$798K	Buy	1,776 +4	+0.2%	+$1.63K	0.72%	32
2024 Q4	$747K	Buy	+1,772	New	+$755K	0.74%	35

Other funds holding MSFT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Cornerstone Financial Group's MSFT Position: Q3 2026 in Review

Cornerstone Financial Group reduced its Microsoft (MSFT) stake by 3% in Q3 2026, selling an estimated $19K and leaving 1,331 shares worth $682K. The position accounts for 0.4% of the portfolio, ranked #44.

Cornerstone Financial Group first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. The position peaked at $911K in Q3 2025. 5,072 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Cornerstone Financial Group held 1,331 shares of Microsoft worth $682K as of Q3 2026.
Cornerstone Financial Group sold 41 Microsoft shares in Q3 2026, an estimated $19K.
Microsoft made up 0.4% of Cornerstone Financial Group's portfolio in Q3 2026, its #44 holding.
Cornerstone Financial Group first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
Cornerstone Financial Group's Microsoft position peaked at $911K in Q3 2025.
5,072 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.