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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
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 $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 Council's MSFT Position: Q1 2026 in Review

Financial Council increased its Microsoft (MSFT) stake by 0.1% in Q1 2026, buying an estimated $4.6K and bringing the position to 10,724 shares worth $3.97M. The position accounts for 1.53% of the portfolio, ranked #15.

Financial Council first reported a position in MSFT in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.56M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Financial Council held 10,724 shares of Microsoft worth $3.97M as of Q1 2026.
  • Financial Council bought 11 Microsoft shares in Q1 2026, an estimated $4.6K.
  • Microsoft made up 1.53% of Financial Council's portfolio in Q1 2026, its #15 holding.
  • Financial Council first reported a position in Microsoft in Q3 2021 and has held it in 19 quarters since.
  • Financial Council's Microsoft position peaked at $5.56M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Financial Council's 13F filing for Q1 2026, filed 21 Apr 2026.