Fiduciary Family Office’s Microsoft MSFT Stock Holding History

Fiduciary Family Office’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	$8.03M	Buy	21,684 +2,964	+16%	+$1.24M	2.29%	5
2025 Q4	$9.05M	Sell	18,720 -275	-1%	-$138K	2.6%	6
2025 Q3	$9.84M	Buy	18,995 +1,373	+8%	+$700K	2.8%	4
2025 Q2	$8.77M	Sell	17,622 -491	-3%	-$213K	2.87%	4
2025 Q1	$6.8M	Buy	18,113 +14,886	+461%	+$6.07M	2.26%	3
2024 Q4	$1.36M	Sell	3,227 -11,236	-78%	-$4.79M	0.4%	21
2024 Q3	$6.22M	Buy	14,463 +1,311	+10%	+$560K	2.05%	2
2024 Q2	$5.88M	Sell	13,152 -1,116	-8%	-$471K	2.32%	3
2024 Q1	$6M	Buy	14,268 +577	+4%	+$234K	2.35%	2
2023 Q4	$5.15M	Buy	+13,691	New	+$4.87M	2.25%	3

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fiduciary Family Office's MSFT Position: Q1 2026 in Review

Fiduciary Family Office increased its Microsoft (MSFT) stake by 16% in Q1 2026, buying an estimated $1.24M and bringing the position to 21,684 shares worth $8.03M. The position accounts for 2.29% of the portfolio, ranked #5.

Fiduciary Family Office first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.84M in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Fiduciary Family Office held 21,684 shares of Microsoft worth $8.03M as of Q1 2026.
Fiduciary Family Office bought 2,964 Microsoft shares in Q1 2026, an estimated $1.24M.
Microsoft made up 2.29% of Fiduciary Family Office's portfolio in Q1 2026, its #5 holding.
Fiduciary Family Office first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
Fiduciary Family Office's Microsoft position peaked at $9.84M in Q3 2025.
6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.