Financial Guidance Group’s Microsoft MSFT Stock Holding History

Financial Guidance Group’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 Q3	$1.49M	Sell	2,910 -42	-1%	-$19.4K	0.53%	40
2026 Q2	$1.1M	Hold	2,952	–	–	0.41%	45
2026 Q1	$1.09M	Sell	2,952 -213	-7%	-$89.1K	0.44%	42
2025 Q4	$1.53M	Buy	3,165 +205	+7%	+$103K	0.63%	39
2025 Q3	$1.53M	Hold	2,960	–	–	0.69%	38
2025 Q2	$1.47M	Sell	2,960 -315	-10%	-$137K	0.72%	37
2025 Q1	$1.23M	Buy	3,275 +182	+6%	+$74.2K	0.66%	35
2024 Q4	$1.3M	Sell	3,093 -25	-0.8%	-$10.6K	0.71%	33
2024 Q3	$1.34M	Hold	3,118	–	–	0.78%	33
2024 Q2	$1.39M	Hold	3,118	–	–	0.86%	30
2024 Q1	$1.31M	Sell	3,118 -120	-4%	-$48.6K	0.85%	24
2023 Q4	$1.22M	Hold	3,238	–	–	0.85%	24
2023 Q3	$1.02M	Sell	3,238 -200	-6%	-$66.1K	0.77%	23
2023 Q2	$1.17M	Hold	3,438	–	–	0.86%	24
2023 Q1	$991K	Hold	3,438	–	–	0.75%	24
2022 Q4	$825K	Sell	3,438 -97	-3%	-$23.3K	0.67%	26
2022 Q3	$823K	Sell	3,535 -30	-0.8%	-$7.92K	0.66%	25
2022 Q2	$916K	Hold	3,565	–	–	0.72%	24
2022 Q1	$1.1M	Buy	+3,565	New	+$1.07M	0.76%	22

Other funds holding MSFT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Financial Guidance Group's MSFT Position: Q3 2026 in Review

Financial Guidance Group reduced its Microsoft (MSFT) stake by 1.4% in Q3 2026, selling an estimated $19.4K and leaving 2,910 shares worth $1.49M. The position accounts for 0.53% of the portfolio, ranked #40.

Financial Guidance Group first reported a position in MSFT in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.53M in Q3 2025. 4,976 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Financial Guidance Group held 2,910 shares of Microsoft worth $1.49M as of Q3 2026.
Financial Guidance Group sold 42 Microsoft shares in Q3 2026, an estimated $19.4K.
Microsoft made up 0.53% of Financial Guidance Group's portfolio in Q3 2026, its #40 holding.
Financial Guidance Group first reported a position in Microsoft in Q1 2022 and has held it in 19 quarters since.
Financial Guidance Group's Microsoft position peaked at $1.53M in Q3 2025.
4,976 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Financial Guidance Group's 13F filing for Q3 2026, filed 21 Oct 2026.