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Family Investment Center’s Microsoft MSFT Stock Holding History

Family Investment Center’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 		$348K Sell
933
-900
-49% -$364K 0.06% 78
2026
Q1 		$679K Buy
1,833
+719
+65% +$301K 0.13% 45
2025
Q4 		$539K Buy
1,114
+34
+3% +$17K 0.11% 48
2025
Q3 		$559K Sell
1,080
-315
-23% -$161K 0.12% 48
2025
Q2 		$694K Buy
1,395
+852
+157% +$370K 0.16% 40
2025
Q1 		$204K Sell
543
-1,816
-77% -$740K 0.05% 77
2024
Q4 		$994K Buy
2,359
+135
+6% +$57.5K 0.25% 38
2024
Q3 		$957K Buy
2,224
+412
+23% +$176K 0.24% 36
2024
Q2 		$810K Buy
1,812
+56
+3% +$23.6K 0.24% 37
2024
Q1 		$739K Buy
1,756
+124
+8% +$50.2K 0.24% 38
2023
Q4 		$614K Buy
1,632
+395
+32% +$141K 0.31% 30
2023
Q3 		$391K Sell
1,237
-94
-7% -$31.1K 0.24% 34
2023
Q2 		$453K Buy
1,331
+1
+0.1% +$313 0.29% 30
2023
Q1 		$383K Buy
1,330
+179
+16% +$45.7K 0.26% 31
2022
Q4 		$276K Buy
+1,151
New +$276K 0.2% 38

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

Family Investment Center's MSFT Position: Q2 2026 in Review

Family Investment Center reduced its Microsoft (MSFT) stake by 49% in Q2 2026, selling an estimated $364K and leaving 933 shares worth $348K. The position accounts for 0.06% of the portfolio, ranked #78.

Family Investment Center first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $994K in Q4 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Family Investment Center held 933 shares of Microsoft worth $348K as of Q2 2026.
  • Family Investment Center sold 900 Microsoft shares in Q2 2026, an estimated $364K.
  • Microsoft made up 0.06% of Family Investment Center's portfolio in Q2 2026, its #78 holding.
  • Family Investment Center first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Family Investment Center's Microsoft position peaked at $994K in Q4 2024.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.