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Farnam Financial’s Microsoft MSFT Stock Holding History

Farnam Financial’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 		$765K Sell
2,068
-201
-9% -$84.1K 0.63% 30
2025
Q4 		$1.1M Buy
2,269
+204
+10% +$102K 0.83% 28
2025
Q3 		$1.07M Buy
2,065
+15
+0.7% +$7.65K 0.83% 29
2025
Q2 		$1.02M Buy
2,050
+368
+22% +$160K 0.92% 29
2025
Q1 		$632K Buy
1,682
+605
+56% +$247K 0.64% 31
2024
Q4 		$454K Hold
1,077
– – 0.47% 33
2024
Q3 		$464K Buy
+1,077
New +$460K 0.51% 33

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Farnam Financial's MSFT Position: Q1 2026 in Review

Farnam Financial reduced its Microsoft (MSFT) stake by 8.9% in Q1 2026, selling an estimated $84.1K and leaving 2,068 shares worth $765K. The position accounts for 0.63% of the portfolio, ranked #30.

Farnam Financial first reported a position in MSFT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.1M in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Farnam Financial held 2,068 shares of Microsoft worth $765K as of Q1 2026.
  • Farnam Financial sold 201 Microsoft shares in Q1 2026, an estimated $84.1K.
  • Microsoft made up 0.63% of Farnam Financial's portfolio in Q1 2026, its #30 holding.
  • Farnam Financial first reported a position in Microsoft in Q3 2024 and has held it in 7 quarters since.
  • Farnam Financial's Microsoft position peaked at $1.1M in Q4 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Farnam Financial's 13F filing for Q1 2026, filed 28 Apr 2026.