Financial Gravity Asset Management’s Microsoft MSFT Stock Holding History

Financial Gravity Asset Management’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	$6.36M	Buy	17,171 +957	+6%	+$400K	1.13%	23
2025 Q4	$7.84M	Buy	16,214 +592	+4%	+$297K	1.51%	21
2025 Q3	$8.09M	Buy	+15,622	New	+$7.97M	1.6%	18
2025 Q1	$4.99M	Buy	+13,289	New	+$5.42M	1.09%	23
2024 Q2	$5.85M	Buy	13,082 +295	+2%	+$125K	1.46%	19
2024 Q1	$4.81M	Sell	12,787 -3	-0%	-$1.21K	1.35%	19
2023 Q4	$4.81M	Buy	+12,790	New	+$4.55M	1.35%	19
2021 Q3	$1.58M	Sell	4,660 -5,747	-55%	-$1.67M	0.75%	26
2021 Q2	$3.08M	Buy	+10,407	New	+$2.65M	1.1%	21
2020 Q4	$1.19M	Buy	+5,367	New	+$1.15M	1.09%	28
2019 Q4	$406K	Sell	2,209 -781	-26%	-$115K	0.28%	31
2019 Q3	$416K	Sell	2,990 -1,420	-32%	-$195K	0.36%	61
2019 Q2	$591K	Buy	4,410 +2,191	+99%	+$278K	0.49%	52
2019 Q1	$264K	Buy	+2,219	New	+$242K	0.21%	99
2018 Q3	$237K	Buy	2,285 +530	+30%	+$57.5K	0.25%	89
2018 Q2	$191K	Sell	1,755 -605	-26%	-$58.6K	0.18%	125
2018 Q1	$221K	Buy	+2,360	New	+$216K	0.23%	80

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Gravity Asset Management's MSFT Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Microsoft (MSFT) stake by 5.9% in Q1 2026, buying an estimated $400K and bringing the position to 17,171 shares worth $6.36M. The position accounts for 1.13% of the portfolio, ranked #23.

Financial Gravity Asset Management first reported a position in MSFT in Q1 2018 and has held it in 17 quarters since. The position peaked at $8.09M in Q3 2025. 6,218 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Financial Gravity Asset Management held 17,171 shares of Microsoft worth $6.36M as of Q1 2026.
Financial Gravity Asset Management bought 957 Microsoft shares in Q1 2026, an estimated $400K.
Microsoft made up 1.13% of Financial Gravity Asset Management's portfolio in Q1 2026, its #23 holding.
Financial Gravity Asset Management first reported a position in Microsoft in Q1 2018 and has held it in 17 quarters since.
Financial Gravity Asset Management's Microsoft position peaked at $8.09M in Q3 2025.
6,218 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.