FFO
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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
2025
Q1 		– Sell
-3,200
Closed -$1.35M – 216
2024
Q4 		$1.35M Buy
+3,200
New +$1.36M 0.4% 22

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

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.