Family CFO’s Microsoft MSFT Stock Holding History

Family CFO’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	–	Sell	-310	Closed	-$150K	–	71
2025 Q4	$150K	Buy	+310	New	+$155K	0.07%	44
2025 Q3	–	Sell	-310	Closed	-$154K	–	66
2025 Q2	$154K	Hold	310	–	–	0.08%	42
2025 Q1	$116K	Hold	310	–	–	0.06%	42
2024 Q4	$131K	Sell	310 -28	-8%	-$11.9K	0.07%	38
2024 Q3	$145K	Hold	338	–	–	0.08%	36
2024 Q2	$151K	Hold	338	–	–	0.09%	33
2024 Q1	$142K	Sell	338 -16	-5%	-$6.48K	0.09%	30
2023 Q4	$133K	Sell	354 -5	-1%	-$1.78K	0.09%	30
2023 Q3	$113K	Buy	359 +43	+14%	+$14.2K	0.08%	34
2023 Q2	$108K	Hold	316	–	–	0.08%	33
2023 Q1	$91.1K	Hold	316	–	–	0.07%	34
2022 Q4	$75.8K	Hold	316	–	–	0.07%	35
2022 Q3	$73.6K	Hold	316	–	–	0.08%	33
2022 Q2	$81.2K	Hold	316	–	–	0.09%	32
2022 Q1	$97K	Hold	316	–	–	0.1%	33
2021 Q4	$106K	Buy	+316	New	+$102K	0.1%	32

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Family CFO's MSFT Position: Q1 2026 in Review

Family CFO sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 310 shares — an estimated $150K sold.

Family CFO first reported a position in MSFT in Q4 2021 and held it in 16 quarters. The position peaked at $154K in Q2 2025. 6,210 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Family CFO reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
Family CFO sold 310 Microsoft shares in Q1 2026, an estimated $150K.
Family CFO first reported a position in Microsoft in Q4 2021 and held it in 16 quarters.
Family CFO's Microsoft position peaked at $154K in Q2 2025.
6,210 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Family CFO's 13F filing for Q1 2026, filed 28 Apr 2026.