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Eight 31 Financial’s Microsoft MSFT Stock Holding History

Eight 31 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 		$2.52M Buy
6,800
+11
+0.2% +$4.6K 1.52% 17
2025
Q4 		$3.28M Buy
6,789
+9
+0.1% +$4.51K 1.8% 17
2025
Q3 		$3.51M Buy
6,780
+568
+9% +$290K 1.98% 17
2025
Q2 		$3.09M Sell
6,212
-439
-7% -$191K 2.04% 17
2025
Q1 		$2.5M Buy
6,651
+458
+7% +$187K 1.6% 18
2024
Q4 		$2.61M Buy
6,193
+9
+0.1% +$3.83K 1.96% 9
2024
Q3 		$2.66M Sell
6,184
-936
-13% -$400K 2.05% 9
2024
Q2 		$3.18M Sell
7,120
-26
-0.4% -$11K 2.43% 9
2024
Q1 		$3.01M Buy
7,146
+991
+16% +$401K 1.87% 8
2023
Q4 		$2.31M Buy
+6,155
New +$2.19M 1.42% 12

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

Eight 31 Financial's MSFT Position: Q1 2026 in Review

Eight 31 Financial increased its Microsoft (MSFT) stake by 0.16% in Q1 2026, buying an estimated $4.6K and bringing the position to 6,800 shares worth $2.52M. The position accounts for 1.52% of the portfolio, ranked #17.

Eight 31 Financial first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.51M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Eight 31 Financial held 6,800 shares of Microsoft worth $2.52M as of Q1 2026.
  • Eight 31 Financial bought 11 Microsoft shares in Q1 2026, an estimated $4.6K.
  • Microsoft made up 1.52% of Eight 31 Financial's portfolio in Q1 2026, its #17 holding.
  • Eight 31 Financial first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Eight 31 Financial's Microsoft position peaked at $3.51M in Q3 2025.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Eight 31 Financial's 13F filing for Q1 2026, filed 15 May 2026.