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Financial Council’s Microsoft MSFT Stock Holding History

Financial Council’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 		$4.01M Buy
10,741
+17
+0.2% +$6.88K 1.3% 16
2026
Q1 		$3.97M Buy
10,724
+11
+0.1% +$4.6K 1.53% 15
2025
Q4 		$5.18M Sell
10,713
-27
-0.3% -$13.5K 2.07% 14
2025
Q3 		$5.56M Buy
10,740
+39
+0.4% +$19.9K 2.47% 10
2025
Q2 		$5.32M Sell
10,701
-12
-0.1% -$5.21K 2.57% 10
2025
Q1 		$4.02M Sell
10,713
-23
-0.2% -$9.38K 2.17% 13
2024
Q4 		$4.53M Sell
10,736
-29
-0.3% -$12.4K 2.33% 13
2024
Q3 		$4.63M Sell
10,765
-157
-1% -$67.1K 2.41% 14
2024
Q2 		$4.88M Sell
10,922
-108
-1% -$45.6K 2.73% 10
2024
Q1 		$4.64M Buy
11,030
+1,169
+12% +$473K 2.74% 11
2023
Q4 		$3.71M Buy
9,861
+326
+3% +$116K 2.49% 14
2023
Q3 		$3.01M Sell
9,535
-617
-6% -$204K 2.4% 13
2023
Q2 		$3.46M Sell
10,152
-131
-1% -$41.1K 2.64% 11
2023
Q1 		$2.96M Buy
10,283
+1
+0% +$255 2.42% 11
2022
Q4 		$2.47M Hold
10,282
– – 1.54% 16
2022
Q3 		$2.4M Buy
10,282
+6,489
+171% +$1.71M 2.77% 11
2022
Q2 		$974K Buy
3,793
+33
+0.9% +$8.96K 1.22% 19
2022
Q1 		$1.16M Hold
3,760
– – 1.4% 18
2021
Q4 		$1.26M Buy
3,760
+109
+3% +$35.3K 1.51% 15
2021
Q3 		$1.03M Buy
+3,651
New +$1.06M 1.45% 16

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

Financial Council's MSFT Position: Q2 2026 in Review

Financial Council increased its Microsoft (MSFT) stake by 0.16% in Q2 2026, buying an estimated $6.88K and bringing the position to 10,741 shares worth $4.01M. The position accounts for 1.3% of the portfolio, ranked #16.

Financial Council first reported a position in MSFT in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.56M in Q3 2025. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Financial Council held 10,741 shares of Microsoft worth $4.01M as of Q2 2026.
  • Financial Council bought 17 Microsoft shares in Q2 2026, an estimated $6.88K.
  • Microsoft made up 1.3% of Financial Council's portfolio in Q2 2026, its #16 holding.
  • Financial Council first reported a position in Microsoft in Q3 2021 and has held it in 20 quarters since.
  • Financial Council's Microsoft position peaked at $5.56M in Q3 2025.
  • 6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Financial Council's 13F filing for Q2 2026, filed 4 Aug 2026.