Fiduciary Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $33.4M | Buy |
90,095
+238
| +0.3% | +$99.6K | 2.85% | 5 |
|
|
2025
Q4 | $43.5M | Sell |
89,857
-1,245
| -1% | -$624K | 3.65% | 4 |
|
|
2025
Q3 | $47.2M | Sell |
91,102
-2,018
| -2% | -$1.03M | 4.14% | 3 |
|
|
2025
Q2 | $46.3M | Sell |
93,120
-308
| -0.3% | -$134K | 4.36% | 1 |
|
|
2025
Q1 | $35.1M | Sell |
93,428
-72
| -0.1% | -$29.4K | 3.51% | 3 |
|
|
2024
Q4 | $39.4M | Sell |
93,500
-1,102
| -1% | -$469K | 3.95% | 3 |
|
|
2024
Q3 | $40.7M | Sell |
94,602
-1,264
| -1% | -$540K | 4.12% | 2 |
|
|
2024
Q2 | $42.8M | Sell |
95,866
-571
| -0.6% | -$241K | 4.61% | 2 |
|
|
2024
Q1 | $40.6M | Sell |
96,437
-525
| -0.5% | -$213K | 4.42% | 2 |
|
|
2023
Q4 | $36.5M | Sell |
96,962
-4,321
| -4% | -$1.54M | 4.27% | 3 |
|
|
2023
Q3 | $32M | Sell |
101,283
-1,337
| -1% | -$442K | 4.08% | 3 |
|
|
2023
Q2 | $34.9M | Sell |
102,620
-1,442
| -1% | -$452K | 4.29% | 3 |
|
|
2023
Q1 | $30M | Sell |
104,062
-1,353
| -1% | -$345K | 3.9% | 3 |
|
|
2022
Q4 | $25.3M | Sell |
105,415
-2,764
| -3% | -$663K | 3.37% | 5 |
|
|
2022
Q3 | $26.3M | Buy |
108,179
+1,370
| +1% | +$362K | 3.41% | 5 |
|
|
2022
Q2 | $30.7M | Sell |
106,809
-1,945
| -2% | -$528K | 3.83% | 2 |
|
|
2022
Q1 | $28.3M | Sell |
108,754
-1,772
| -2% | -$533K | 3.74% | 3 |
|
|
2021
Q4 | $37.2M | Sell |
110,526
-480
| -0.4% | -$156K | 4.13% | 3 |
|
|
2021
Q3 | $34.4M | Sell |
111,006
-1,911
| -2% | -$556K | 3.91% | 3 |
|
|
2021
Q2 | $32.4M | Buy |
112,917
+596
| +0.5% | +$151K | 3.74% | 4 |
|
|
2021
Q1 | $28.3M | Buy |
112,321
+3,429
| +3% | +$796K | 3.45% | 5 |
|
|
2020
Q4 | $26.6M | Sell |
108,892
-3,351
| -3% | -$721K | 3.51% | 5 |
|
|
2020
Q3 | $23.6M | Sell |
112,243
-548
| -0.5% | -$115K | 3.57% | 5 |
|
|
2020
Q2 | $23M | Sell |
112,791
-2,319
| -2% | -$421K | 3.83% | 4 |
|
|
2020
Q1 | $18.2M | Buy |
115,110
+1,476
| +1% | +$243K | 3.56% | 3 |
|
|
2019
Q4 | $17.9M | Buy |
113,634
+1,238
| +1% | +$182K | 2.86% | 6 |
|
|
2019
Q3 | $15.6M | Buy |
112,396
+3,092
| +3% | +$425K | 2.73% | 6 |
|
|
2019
Q2 | $14.6M | Sell |
109,304
-1,465
| -1% | -$186K | 2.63% | 6 |
|
|
2019
Q1 | $13.1M | Buy |
110,769
+1,344
| +1% | +$147K | 2.43% | 8 |
|
|
2018
Q4 | $11.1M | Buy |
109,425
+1,903
| +2% | +$204K | 2.3% | 7 |
|
|
2018
Q3 | $12.3M | Sell |
107,522
-387
| -0.4% | -$42K | 2.41% | 6 |
|
|
2018
Q2 | $10.6M | Sell |
107,909
-1,272
| -1% | -$123K | 2.25% | 9 |
|
|
2018
Q1 | $9.96M | Buy |
109,181
+2,114
| +2% | +$193K | 2.16% | 10 |
|
|
2017
Q4 | $9.16M | Sell |
107,067
-143
| -0.1% | -$11.7K | 1.96% | 11 |
|
|
2017
Q3 | $7.99M | Sell |
107,210
-983
| -0.9% | -$71.8K | 1.8% | 13 |
|
|
2017
Q2 | $7.46M | Buy |
108,193
+2,002
| +2% | +$137K | 1.72% | 15 |
|
|
2017
Q1 | $6.99M | Buy |
106,191
+9,686
| +10% | +$621K | 1.66% | 15 |
|
|
2016
Q4 | $6M | Buy |
96,505
+17,857
| +23% | +$1.07M | 1.55% | 16 |
|
|
2016
Q3 | $4.53M | Buy |
78,648
+2,294
| +3% | +$129K | 1.23% | 25 |
|
|
2016
Q2 | $3.91M | Buy |
76,354
+1,614
| +2% | +$83.9K | 1.09% | 33 |
|
|
2016
Q1 | $4.13M | Sell |
74,740
-548
| -0.7% | -$28.7K | 1.2% | 28 |
|
|
2015
Q4 | $4.18M | Buy |
75,288
+2,521
| +3% | +$133K | 1.24% | 30 |
|
|
2015
Q3 | $3.22M | Sell |
72,767
-554
| -0.8% | -$24.9K | 1.07% | 29 |
|
|
2015
Q2 | $3.24M | Buy |
+73,321
| New | +$3.35M | 1.02% | 31 |
|
Other funds holding MSFT
VCM
VPM
Fiduciary Group's MSFT Position: Q1 2026 in Review
Fiduciary Group increased its Microsoft (MSFT) stake by 0.26% in Q1 2026, buying an estimated $99.6K and bringing the position to 90,095 shares worth $33.4M. The position accounts for 2.85% of the portfolio, ranked #5.
Fiduciary Group first reported a position in MSFT in Q2 2015 and has held it in 44 quarters since. The position peaked at $47.2M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Fiduciary Group held 90,095 shares of Microsoft worth $33.4M as of Q1 2026.
- Fiduciary Group bought 238 Microsoft shares in Q1 2026, an estimated $99.6K.
- Microsoft made up 2.85% of Fiduciary Group's portfolio in Q1 2026, its #5 holding.
- Fiduciary Group first reported a position in Microsoft in Q2 2015 and has held it in 44 quarters since.
- Fiduciary Group's Microsoft position peaked at $47.2M in Q3 2025.
- 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.