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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
Q3 		$8.73M Buy
17,025
+89
+0.5% +$41.2K 2.86% 8
2026
Q2 		$6.32M Buy
16,936
+604
+4% +$244K 2.05% 14
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Eley Financial Management's MSFT Position: Q3 2026 in Review

Eley Financial Management increased its Microsoft (MSFT) stake by 0.53% in Q3 2026, buying an estimated $41.2K and bringing the position to 17,025 shares worth $8.73M. The position accounts for 2.86% of the portfolio, ranked #8.

Eley Financial Management first reported a position in MSFT in Q4 2022 and has held it in 16 quarters since. 3,489 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Eley Financial Management held 17,025 shares of Microsoft worth $8.73M as of Q3 2026.
  • Eley Financial Management bought 89 Microsoft shares in Q3 2026, an estimated $41.2K.
  • Microsoft made up 2.86% of Eley Financial Management's portfolio in Q3 2026, its #8 holding.
  • Eley Financial Management first reported a position in Microsoft in Q4 2022 and has held it in 16 quarters since.
  • 3,489 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Eley Financial Management's 13F filing for Q3 2026, filed 3 Nov 2026.