Financial Freedom LLC’s Microsoft MSFT Stock Holding History

Financial Freedom LLC’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	$2M	Buy	5,411 +117	+2%	+$49K	1%	29
2025 Q4	$2.56M	Sell	5,294 -128	-2%	-$64.1K	1.27%	24
2025 Q3	$2.81M	Buy	5,422 +759	+16%	+$387K	1.4%	21
2025 Q2	$2.32M	Sell	4,663 -98	-2%	-$42.6K	1.25%	22
2025 Q1	$1.79M	Sell	4,761 -98	-2%	-$40K	1.03%	27
2024 Q4	$2.05M	Sell	4,859 -56	-1%	-$23.9K	1.08%	28
2024 Q3	$2.11M	Buy	4,915 +6	+0.1%	+$2.56K	1.12%	27
2024 Q2	$2.19M	Buy	4,909 +226	+5%	+$95.4K	1.25%	23
2024 Q1	$1.97M	Buy	4,683 +6	+0.1%	+$2.43K	1.17%	23
2023 Q4	$1.76M	Sell	4,677 -92	-2%	-$32.7K	1.12%	22
2023 Q3	$1.51M	Sell	4,769 -13	-0.3%	-$4.3K	1.07%	23
2023 Q2	$1.63M	Buy	4,782 +16	+0.3%	+$5.01K	1.14%	21
2023 Q1	$1.37M	Sell	4,766 -441	-8%	-$112K	1%	23
2022 Q4	$1.25M	Buy	+5,207	New	+$1.25M	0.84%	22

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Freedom LLC's MSFT Position: Q1 2026 in Review

Financial Freedom LLC increased its Microsoft (MSFT) stake by 2.2% in Q1 2026, buying an estimated $49K and bringing the position to 5,411 shares worth $2M. The position accounts for 1% of the portfolio, ranked #29.

Financial Freedom LLC first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.81M in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Financial Freedom LLC held 5,411 shares of Microsoft worth $2M as of Q1 2026.
Financial Freedom LLC bought 117 Microsoft shares in Q1 2026, an estimated $49K.
Microsoft made up 1% of Financial Freedom LLC's portfolio in Q1 2026, its #29 holding.
Financial Freedom LLC first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's Microsoft position peaked at $2.81M in Q3 2025.
6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.