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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
Q2 		$2.01M Sell
5,393
-18
-0.3% -$7.28K 0.92% 29
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
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 Freedom LLC's MSFT Position: Q2 2026 in Review

Financial Freedom LLC reduced its Microsoft (MSFT) stake by 0.33% in Q2 2026, selling an estimated $7.28K and leaving 5,393 shares worth $2.01M. The position accounts for 0.92% of the portfolio, ranked #29.

Financial Freedom LLC first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.81M in Q3 2025. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Financial Freedom LLC held 5,393 shares of Microsoft worth $2.01M as of Q2 2026.
  • Financial Freedom LLC sold 18 Microsoft shares in Q2 2026, an estimated $7.28K.
  • Microsoft made up 0.92% of Financial Freedom LLC's portfolio in Q2 2026, its #29 holding.
  • Financial Freedom LLC first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Financial Freedom LLC's Microsoft position peaked at $2.81M in Q3 2025.
  • 6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.