Financial Management Network’s Microsoft MSFT Stock Holding History

Financial Management Network’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	$6.57M	Buy	17,599 +742	+4%	+$310K	1.01%	28
2025 Q4	$7.97M	Buy	16,857 +72	+0.4%	+$36.1K	1.26%	20
2025 Q3	$8.87M	Buy	16,785 +278	+2%	+$142K	1.46%	14
2025 Q2	$8.23M	Buy	16,507 +463	+3%	+$201K	1.48%	15
2025 Q1	$5.74M	Buy	16,044 +82	+0.5%	+$33.4K	1.29%	20
2024 Q4	$6.76M	Sell	15,962 -735	-4%	-$313K	1.4%	17
2024 Q3	$6.95M	Buy	16,697 +209	+1%	+$89.3K	1.45%	18
2024 Q2	$7.71M	Sell	16,488 -473	-3%	-$200K	1.85%	16
2024 Q1	$7.09M	Buy	16,961 +5	+0%	+$2.02K	1.79%	14
2023 Q4	$6.24M	Buy	16,956 +2,481	+17%	+$883K	1.82%	13
2023 Q3	$4.62M	Buy	14,475 +388	+3%	+$128K	1.53%	16
2023 Q2	$4.76M	Sell	14,087 -291	-2%	-$91.2K	1.66%	14
2023 Q1	$4.13M	Sell	14,378 -115	-0.8%	-$29.3K	1.66%	15
2022 Q4	$3.32M	Buy	14,493 +329	+2%	+$79K	1.48%	14
2022 Q3	$3.52M	Buy	14,164 +289	+2%	+$76.3K	1.74%	11
2022 Q2	$3.6M	Sell	13,875 -107	-0.8%	-$29K	1.92%	10
2022 Q1	$4.4M	Buy	13,982 +532	+4%	+$160K	2.24%	11
2021 Q4	$4.42M	Sell	13,450 -292	-2%	-$94.7K	2.03%	12
2021 Q3	$3.89M	Sell	13,742 -954	-6%	-$278K	1.97%	11
2021 Q2	$4.08M	Sell	14,696 -251	-2%	-$63.8K	2.08%	10
2021 Q1	$3.77M	Buy	14,947 +2,436	+19%	+$565K	1.95%	12
2020 Q4	$2.81M	Buy	+12,511	New	+$2.69M	1.73%	14

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Management Network's MSFT Position: Q1 2026 in Review

Financial Management Network increased its Microsoft (MSFT) stake by 4.4% in Q1 2026, buying an estimated $310K and bringing the position to 17,599 shares worth $6.57M. The position accounts for 1.01% of the portfolio, ranked #28.

Financial Management Network first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.87M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Financial Management Network held 17,599 shares of Microsoft worth $6.57M as of Q1 2026.
Financial Management Network bought 742 Microsoft shares in Q1 2026, an estimated $310K.
Microsoft made up 1.01% of Financial Management Network's portfolio in Q1 2026, its #28 holding.
Financial Management Network first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
Financial Management Network's Microsoft position peaked at $8.87M in Q3 2025.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.