Fiduciary Financial Group’s Microsoft MSFT Stock Holding History

Fiduciary Financial Group’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	$5.07M	Buy	13,587 +1,743	+15%	+$705K	0.57%	34
2026 Q1	$4.38M	Buy	11,844 +1,339	+13%	+$560K	0.58%	33
2025 Q4	$5.08M	Buy	10,505 +521	+5%	+$261K	0.72%	25
2025 Q3	$5.17M	Buy	9,984 +105	+1%	+$53.6K	0.82%	25
2025 Q2	$4.86M	Buy	9,879 +148	+2%	+$64.3K	0.88%	25
2025 Q1	$3.71M	Buy	9,731 +422	+5%	+$172K	0.81%	25
2024 Q4	$3.9M	Buy	9,309 +373	+4%	+$159K	0.85%	24
2024 Q3	$3.71M	Buy	8,936 +254	+3%	+$109K	0.85%	26
2024 Q2	$3.9M	Buy	+8,682	New	+$3.67M	0.94%	26

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Fiduciary Financial Group's MSFT Position: Q2 2026 in Review

Fiduciary Financial Group increased its Microsoft (MSFT) stake by 15% in Q2 2026, buying an estimated $705K and bringing the position to 13,587 shares worth $5.07M. The position accounts for 0.57% of the portfolio, ranked #34.

Fiduciary Financial Group first reported a position in MSFT in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.17M in Q3 2025. 3,008 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Fiduciary Financial Group held 13,587 shares of Microsoft worth $5.07M as of Q2 2026.
Fiduciary Financial Group bought 1,743 Microsoft shares in Q2 2026, an estimated $705K.
Microsoft made up 0.57% of Fiduciary Financial Group's portfolio in Q2 2026, its #34 holding.
Fiduciary Financial Group first reported a position in Microsoft in Q2 2024 and has held it in 9 quarters since.
Fiduciary Financial Group's Microsoft position peaked at $5.17M in Q3 2025.
3,008 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.