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Eley Financial Management’s Microsoft MSFT Stock Holding History

Eley Financial Management’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 		$6.05M Buy
16,332
+70
+0.4% +$29.3K 2.18% 12
2025
Q4 		$7.86M Sell
16,262
-55
-0.3% -$27.6K 2.83% 9
2025
Q3 		$8.45M Sell
16,317
-238
-1% -$121K 3.04% 7
2025
Q2 		$8.23M Sell
16,555
-77
-0.5% -$33.4K 3.16% 7
2025
Q1 		$6.36M Buy
16,632
+126
+0.8% +$51.4K 2.55% 9
2024
Q4 		$6.96M Buy
16,506
+122
+0.7% +$52K 2.71% 10
2024
Q3 		$7.05M Sell
16,384
-289
-2% -$124K 2.84% 8
2024
Q2 		$7.45M Sell
16,673
-198
-1% -$83.6K 3.16% 6
2024
Q1 		$7.1M Sell
16,871
-117
-0.7% -$47.4K 3.06% 6
2023
Q4 		$6.39M Sell
16,988
-759
-4% -$270K 2.99% 5
2023
Q3 		$5.57M Sell
17,747
-107
-0.6% -$35.4K 2.84% 8
2023
Q2 		$6.08M Sell
17,854
-184
-1% -$57.7K 2.96% 8
2023
Q1 		$5.2M Sell
18,038
-74
-0.4% -$18.9K 2.69% 8
2022
Q4 		$4.34M Buy
+18,112
New +$4.35M 2.34% 9

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

Eley Financial Management's MSFT Position: Q1 2026 in Review

Eley Financial Management increased its Microsoft (MSFT) stake by 0.43% in Q1 2026, buying an estimated $29.3K and bringing the position to 16,332 shares worth $6.05M. The position accounts for 2.18% of the portfolio, ranked #12.

Eley Financial Management first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.45M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Eley Financial Management held 16,332 shares of Microsoft worth $6.05M as of Q1 2026.
  • Eley Financial Management bought 70 Microsoft shares in Q1 2026, an estimated $29.3K.
  • Microsoft made up 2.18% of Eley Financial Management's portfolio in Q1 2026, its #12 holding.
  • Eley Financial Management first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Eley Financial Management's Microsoft position peaked at $8.45M in Q3 2025.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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