Fairman Group’s Microsoft MSFT Stock Holding History

Fairman Group’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	$552K	Buy	1,076 +1	+0.1%	+$462	0.39%	32
2026 Q2	$401K	Buy	1,075 +163	+18%	+$66K	0.32%	43
2026 Q1	$337K	Buy	912 +1	+0.1%	+$418	0.29%	42
2025 Q4	$441K	Sell	911 -719	-44%	-$360K	0.35%	35
2025 Q3	$844K	Sell	1,630 -143	-8%	-$72.9K	0.68%	24
2025 Q2	$882K	Sell	1,773 -12	-0.7%	-$5.21K	0.73%	20
2025 Q1	$752K	Sell	1,785 -30	-2%	-$12.2K	0.69%	22
2024 Q4	$765K	Sell	1,815 -30	-2%	-$12.8K	0.63%	24
2024 Q3	$794K	Buy	1,845 +1	+0.1%	+$427	0.72%	20
2024 Q2	$824K	Hold	1,844	–	–	0.84%	19
2024 Q1	$776K	Sell	1,844 -288	-14%	-$117K	0.73%	19
2023 Q4	$802K	Buy	+2,132	New	+$759K	0.77%	18

Other funds holding MSFT

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Fairman Group's MSFT Position: Q3 2026 in Review

Fairman Group increased its Microsoft (MSFT) stake by 0.09% in Q3 2026, buying an estimated $462 and bringing the position to 1,076 shares worth $552K. The position accounts for 0.39% of the portfolio, ranked #32.

Fairman Group first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. The position peaked at $882K in Q2 2025. 3,489 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Fairman Group held 1,076 shares of Microsoft worth $552K as of Q3 2026.
Fairman Group bought 1 Microsoft share in Q3 2026, an estimated $462.
Microsoft made up 0.39% of Fairman Group's portfolio in Q3 2026, its #32 holding.
Fairman Group first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
Fairman Group's Microsoft position peaked at $882K in Q2 2025.
3,489 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.