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Financial Connections Group’s Microsoft MSFT Stock Holding History

Financial Connections 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
Q1 		$528K Buy
1,427
+19
+1% +$7.95K 0.18% 46
2025
Q4 		$680K Sell
1,408
-31
-2% -$15.5K 0.23% 44
2025
Q3 		$745K Hold
1,439
– – 0.29% 38
2025
Q2 		$716K Buy
1,439
+72
+5% +$31.3K 0.3% 37
2025
Q1 		$513K Sell
1,367
-35
-2% -$14.3K 0.23% 39
2024
Q4 		$591K Sell
1,402
-88
-6% -$37.5K 0.28% 32
2024
Q3 		$641K Sell
1,490
-106
-7% -$45.3K 0.32% 30
2024
Q2 		$713K Buy
+1,596
New +$674K 0.37% 30
2024
Q1 		– Sell
-3,519
Closed -$1.32M – 227
2023
Q4 		$1.32M Buy
+3,519
New +$1.25M 0.86% 24
2023
Q3 		– Sell
-4,549
Closed -$1.55M – 194
2023
Q2 		$1.55M Buy
4,549
+1,961
+76% +$615K 1.02% 24
2023
Q1 		$746K Sell
2,588
-512
-17% -$131K 0.53% 32
2022
Q4 		$743K Buy
3,100
+512
+20% +$123K 0.59% 31
2022
Q3 		$602K Sell
2,588
-1,129
-30% -$298K 0.51% 31
2022
Q2 		$954K Buy
3,717
+124
+3% +$33.7K 0.84% 27
2022
Q1 		$1.11M Hold
3,593
– – 1.11% 23
2021
Q4 		$1.21M Buy
+3,593
New +$1.16M 1.19% 20

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

Financial Connections Group's MSFT Position: Q1 2026 in Review

Financial Connections Group increased its Microsoft (MSFT) stake by 1.3% in Q1 2026, buying an estimated $7.95K and bringing the position to 1,427 shares worth $528K. The position accounts for 0.18% of the portfolio, ranked #46.

Financial Connections Group first reported a position in MSFT in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.55M in Q2 2023. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Financial Connections Group held 1,427 shares of Microsoft worth $528K as of Q1 2026.
  • Financial Connections Group bought 19 Microsoft shares in Q1 2026, an estimated $7.95K.
  • Microsoft made up 0.18% of Financial Connections Group's portfolio in Q1 2026, its #46 holding.
  • Financial Connections Group first reported a position in Microsoft in Q4 2021 and has held it in 16 quarters since.
  • Financial Connections Group's Microsoft position peaked at $1.55M in Q2 2023.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.