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Empire Financial Management Company’s Microsoft MSFT Stock Holding History

Empire Financial Management Company’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 		$3.17M Sell
8,504
-16,712
-66% -$6.76M 1.26% 26
2026
Q1 		$9.33M Sell
25,216
-1,874
-7% -$784K 2.11% 7
2025
Q4 		$13.1M Sell
27,090
-145
-0.5% -$72.7K 2.85% 5
2025
Q3 		$14.1M Sell
27,235
-79
-0.3% -$40.3K 3.23% 3
2025
Q2 		$13.6M Buy
27,314
+32
+0.1% +$13.9K 3.92% 2
2025
Q1 		$10.2M Sell
27,282
-25
-0.1% -$10.2K 3.17% 2
2024
Q4 		$11.5M Sell
27,307
-540
-2% -$230K 3.59% 2
2024
Q3 		$12M Sell
27,847
-1,545
-5% -$660K 3.69% 2
2024
Q2 		$13.1M Sell
29,392
-665
-2% -$281K 4.35% 1
2024
Q1 		$12.6M Buy
30,057
+84
+0.3% +$34K 4.18% 2
2023
Q4 		$11.3M Sell
29,973
-534
-2% -$190K 4.41% 2
2023
Q3 		$9.63M Sell
30,507
-13
-0% -$4.3K 4.2% 2
2023
Q2 		$10.4M Sell
30,520
-1,015
-3% -$318K 4.14% 2
2023
Q1 		$9.09M Buy
+31,535
New +$8.04M 3.71% 2

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

Empire Financial Management Company's MSFT Position: Q2 2026 in Review

Empire Financial Management Company reduced its Microsoft (MSFT) stake by 66% in Q2 2026, selling an estimated $6.76M and leaving 8,504 shares worth $3.17M. The position accounts for 1.26% of the portfolio, ranked #26.

Empire Financial Management Company first reported a position in MSFT in Q1 2023 and has held it in 14 quarters since. The position peaked at $14.1M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Empire Financial Management Company held 8,504 shares of Microsoft worth $3.17M as of Q2 2026.
  • Empire Financial Management Company sold 16,712 Microsoft shares in Q2 2026, an estimated $6.76M.
  • Microsoft made up 1.26% of Empire Financial Management Company's portfolio in Q2 2026, its #26 holding.
  • Empire Financial Management Company first reported a position in Microsoft in Q1 2023 and has held it in 14 quarters since.
  • Empire Financial Management Company's Microsoft position peaked at $14.1M in Q3 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.