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 Q2	$8.98M	Buy	24,078 +2,394	+11%	+$969K	2.25%	5
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fiduciary Family Office's MSFT Position: Q2 2026 in Review

Fiduciary Family Office increased its Microsoft (MSFT) stake by 11% in Q2 2026, buying an estimated $969K and bringing the position to 24,078 shares worth $8.98M. The position accounts for 2.25% of the portfolio, ranked #5.

Fiduciary Family Office first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.84M in Q3 2025. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Fiduciary Family Office held 24,078 shares of Microsoft worth $8.98M as of Q2 2026.
Fiduciary Family Office bought 2,394 Microsoft shares in Q2 2026, an estimated $969K.
Microsoft made up 2.25% of Fiduciary Family Office's portfolio in Q2 2026, its #5 holding.
Fiduciary Family Office first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Fiduciary Family Office's Microsoft position peaked at $9.84M in Q3 2025.
6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.