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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Eley Financial Management's MSFT Position: Q2 2026 in Review

Eley Financial Management increased its Microsoft (MSFT) stake by 3.7% in Q2 2026, buying an estimated $244K and bringing the position to 16,936 shares worth $6.32M. The position accounts for 2.05% of the portfolio, ranked #14.

Eley Financial Management first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.45M in Q3 2025. 6,241 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Eley Financial Management held 16,936 shares of Microsoft worth $6.32M as of Q2 2026.
  • Eley Financial Management bought 604 Microsoft shares in Q2 2026, an estimated $244K.
  • Microsoft made up 2.05% of Eley Financial Management's portfolio in Q2 2026, its #14 holding.
  • Eley Financial Management first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Eley Financial Management's Microsoft position peaked at $8.45M in Q3 2025.
  • 6,241 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Eley Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.