DWM Financial Group
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DWM Financial Group’s Microsoft MSFT Stock Holding History

DWM 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 		$547K Buy
1,066
+222
+26% +$103K 0.43% 37
2026
Q2 		$408K Buy
+844
New +$341K 0.36% 26
2020
Q2 		– Sell
-4,944
Closed -$780K – 30
2020
Q1 		$780K Buy
+4,944
New +$813K 1.71% 10

Other funds holding MSFT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

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

DWM Financial Group increased its Microsoft (MSFT) stake by 26% in Q3 2026, buying an estimated $103K and bringing the position to 1,066 shares worth $547K. The position accounts for 0.43% of the portfolio, ranked #37.

DWM Financial Group first reported a position in MSFT in Q1 2020 and has held it in 3 quarters since. The position peaked at $780K in Q1 2020. 4,980 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • DWM Financial Group held 1,066 shares of Microsoft worth $547K as of Q3 2026.
  • DWM Financial Group bought 222 Microsoft shares in Q3 2026, an estimated $103K.
  • Microsoft made up 0.43% of DWM Financial Group's portfolio in Q3 2026, its #37 holding.
  • DWM Financial Group first reported a position in Microsoft in Q1 2020 and has held it in 3 quarters since.
  • DWM Financial Group's Microsoft position peaked at $780K in Q1 2020.
  • 4,980 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on DWM Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.