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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Harvest's MSFT Position: Q1 2026 in Review

Financial Harvest increased its Microsoft (MSFT) stake by 51% in Q1 2026, buying an estimated $700K and bringing the position to 4,964 shares worth $1.84M. The position accounts for 1.08% of the portfolio, ranked #16.

Financial Harvest first reported a position in MSFT in Q4 2024 and has held it in 5 quarters since. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Financial Harvest held 4,964 shares of Microsoft worth $1.84M as of Q1 2026.
  • Financial Harvest bought 1,673 Microsoft shares in Q1 2026, an estimated $700K.
  • Microsoft made up 1.08% of Financial Harvest's portfolio in Q1 2026, its #16 holding.
  • Financial Harvest first reported a position in Microsoft in Q4 2024 and has held it in 5 quarters since.
  • 6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Financial Harvest's 13F filing for Q1 2026, filed 5 May 2026.