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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
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.