Fiduciary Advisors Inc’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$78.4K Buy
153
+28
+22% +$12.9K 0.05% 54
2026
Q2
$46.5K Buy
125
+34
+37% +$13.8K 0.03% 65
2026
Q1
$33.5K Hold
91
– – 0.03% 70
2025
Q4
$43.8K Buy
91
+1
+1% +$501 0.03% 64
2025
Q3
$46.9K Hold
90
– – 0.04% 56
2025
Q2
$45K Hold
90
– – 0.04% 55
2025
Q1
$33.9K Hold
90
– – 0.03% 56
2024
Q4
$38K Buy
+90
New +$38.3K 0.04% 56

Other funds holding MSFT

Fiduciary Advisors Inc's MSFT Position: Q3 2026 in Review

Fiduciary Advisors Inc increased its Microsoft (MSFT) stake by 22% in Q3 2026, buying an estimated $12.9K and bringing the position to 153 shares worth $78.4K. The position accounts for 0.05% of the portfolio, ranked #54.

Fiduciary Advisors Inc first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 2,929 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Fiduciary Advisors Inc held 153 shares of Microsoft worth $78.4K as of Q3 2026.
  • Fiduciary Advisors Inc bought 28 Microsoft shares in Q3 2026, an estimated $12.9K.
  • Microsoft made up 0.05% of Fiduciary Advisors Inc's portfolio in Q3 2026, its #54 holding.
  • Fiduciary Advisors Inc first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 2,929 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q3 2026, filed 16 Oct 2026.