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Financial Harvest’s Microsoft MSFT Stock Holding History

Financial Harvest’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 		$2.04M Buy
5,475
+511
+10% +$207K 0.84% 15
2026
Q1 		$1.84M Buy
4,964
+1,673
+51% +$700K 1.08% 16
2025
Q4 		$1.59M Buy
3,291
+221
+7% +$111K 0.98% 17
2025
Q3 		$1.59M Buy
3,070
+127
+4% +$64.8K 1.07% 15
2025
Q2 		$1.46M Buy
+2,943
New +$1.28M 1.09% 15
2025
Q1 		– Sell
-3,129
Closed -$1.32M – 88
2024
Q4 		$1.32M Buy
+3,129
New +$1.33M 1.11% 14

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 Harvest's MSFT Position: Q2 2026 in Review

Financial Harvest increased its Microsoft (MSFT) stake by 10% in Q2 2026, buying an estimated $207K and bringing the position to 5,475 shares worth $2.04M. The position accounts for 0.84% of the portfolio, ranked #15.

Financial Harvest first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Financial Harvest held 5,475 shares of Microsoft worth $2.04M as of Q2 2026.
  • Financial Harvest bought 511 Microsoft shares in Q2 2026, an estimated $207K.
  • Microsoft made up 0.84% of Financial Harvest's portfolio in Q2 2026, its #15 holding.
  • Financial Harvest first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • 6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Financial Harvest's 13F filing for Q2 2026, filed 10 Aug 2026.