Farnam Financial
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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
Q3 		$1.11M Buy
2,091
+31
+2% +$14.3K 0.82% 27
2026
Q2 		$768K Sell
2,060
-8
-0.4% -$3.24K 0.56% 31
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Farnam Financial's MSFT Position: Q3 2026 in Review

Farnam Financial increased its Microsoft (MSFT) stake by 1.5% in Q3 2026, buying an estimated $14.3K and bringing the position to 2,091 shares worth $1.11M. The position accounts for 0.82% of the portfolio, ranked #27.

Farnam Financial first reported a position in MSFT in Q3 2024 and has held it in 9 quarters since. 1,943 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Farnam Financial held 2,091 shares of Microsoft worth $1.11M as of Q3 2026.
  • Farnam Financial bought 31 Microsoft shares in Q3 2026, an estimated $14.3K.
  • Microsoft made up 0.82% of Farnam Financial's portfolio in Q3 2026, its #27 holding.
  • Farnam Financial first reported a position in Microsoft in Q3 2024 and has held it in 9 quarters since.
  • 1,943 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Farnam Financial's 13F filing for Q3 2026, filed 21 Oct 2026.