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Coyle Financial Counsel’s Microsoft MSFT Stock Holding History

Coyle Financial Counsel’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 		$3.32M Buy
8,980
+695
+8% +$291K 0.7% 21
2025
Q4 		$4.01M Buy
8,285
+1,677
+25% +$840K 0.86% 19
2025
Q3 		$3.42M Buy
6,608
+1,103
+20% +$563K 0.79% 21
2025
Q2 		$2.74M Buy
5,505
+471
+9% +$205K 0.73% 21
2025
Q1 		$1.89M Buy
5,034
+1,748
+53% +$713K 0.58% 27
2024
Q4 		$1.39M Buy
3,286
+491
+18% +$209K 0.44% 41
2024
Q3 		$1.25M Buy
2,795
+439
+19% +$188K 0.44% 40
2024
Q2 		$991K Hold
2,356
– – 0.35% 42
2024
Q1 		$991K Buy
2,356
+73
+3% +$29.6K 0.35% 42
2023
Q4 		$858K Sell
2,283
-18
-0.8% -$6.41K 0.33% 42
2023
Q3 		$727K Sell
2,301
-210
-8% -$69.4K 0.3% 44
2023
Q2 		$855K Buy
2,511
+110
+5% +$34.5K 0.38% 40
2023
Q1 		$692K Buy
2,401
+30
+1% +$7.65K 0.32% 42
2022
Q4 		$569K Buy
2,371
+105
+5% +$25.2K 0.27% 41
2022
Q3 		$528K Buy
2,266
+34
+2% +$8.98K 0.35% 39
2022
Q2 		$573K Sell
2,232
-88
-4% -$23.9K 0.31% 42
2022
Q1 		$715K Buy
2,320
+125
+6% +$37.6K 0.38% 42
2021
Q4 		$738K Buy
2,195
+95
+5% +$30.8K 0.43% 41
2021
Q3 		$592K Buy
2,100
+800
+62% +$233K 0.35% 42
2021
Q2 		$352K Sell
1,300
-125
-9% -$31.8K 0.21% 46
2021
Q1 		$336K Sell
1,425
-675
-32% -$157K 0.23% 44
2020
Q4 		$467K Buy
2,100
+800
+62% +$172K 0.34% 42
2020
Q3 		$273K Buy
1,300
+200
+18% +$42K 0.23% 46
2020
Q2 		$224K Buy
+1,100
New +$200K 0.21% 44
2018
Q3 		– Sell
-17,846
Closed -$1.76M – 206
2018
Q2 		$1.76M Buy
17,846
+17,126
+2,379% +$1.66M 1.65% 23
2018
Q1 		$66K Buy
+720
New +$65.8K 0.07% 52

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

Coyle Financial Counsel's MSFT Position: Q1 2026 in Review

Coyle Financial Counsel increased its Microsoft (MSFT) stake by 8.4% in Q1 2026, buying an estimated $291K and bringing the position to 8,980 shares worth $3.32M. The position accounts for 0.7% of the portfolio, ranked #21.

Coyle Financial Counsel first reported a position in MSFT in Q1 2018 and has held it in 26 quarters since. The position peaked at $4.01M in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Coyle Financial Counsel held 8,980 shares of Microsoft worth $3.32M as of Q1 2026.
  • Coyle Financial Counsel bought 695 Microsoft shares in Q1 2026, an estimated $291K.
  • Microsoft made up 0.7% of Coyle Financial Counsel's portfolio in Q1 2026, its #21 holding.
  • Coyle Financial Counsel first reported a position in Microsoft in Q1 2018 and has held it in 26 quarters since.
  • Coyle Financial Counsel's Microsoft position peaked at $4.01M in Q4 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Coyle Financial Counsel's 13F filing for Q1 2026, filed 12 May 2026.