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Financial Perspectives’s Microsoft MSFT Stock Holding History

Financial Perspectives’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 		$12.4M Buy
33,429
+204
+0.6% +$85.4K 3.45% 6
2025
Q4 		$16.1M Sell
33,225
-25
-0.1% -$12.5K 4.33% 5
2025
Q3 		$17.2M Sell
33,250
-409
-1% -$209K 4.78% 4
2025
Q2 		$16.7M Buy
33,659
+549
+2% +$238K 5.06% 4
2025
Q1 		$12.4M Sell
33,110
-427
-1% -$174K 4.26% 6
2024
Q4 		$14.1M Buy
33,537
+541
+2% +$230K 4.75% 5
2024
Q3 		$14.2M Sell
32,996
-22
-0.1% -$9.4K 4.92% 4
2024
Q2 		$14.8M Buy
33,018
+4
+0% +$1.69K 5.45% 3
2024
Q1 		$13.9M Sell
33,014
-55
-0.2% -$22.3K 5.26% 3
2023
Q4 		$12.4M Sell
33,069
-24
-0.1% -$8.54K 5.05% 4
2023
Q3 		$10.4M Buy
33,093
+33
+0.1% +$10.9K 4.78% 5
2023
Q2 		$11.3M Buy
33,060
+3
+0% +$940 4.95% 5
2023
Q1 		$9.53M Buy
33,057
+4
+0% +$1.02K 4.55% 5
2022
Q4 		$7.93M Sell
33,053
-1,032
-3% -$248K 4.06% 5
2022
Q3 		$7.94M Buy
34,085
+1,185
+4% +$313K 4.45% 5
2022
Q2 		$8.45M Buy
32,900
+2
+0% +$543 4.77% 5
2022
Q1 		$10.1M Buy
32,898
+352
+1% +$106K 4.74% 5
2021
Q4 		$10.9M Buy
32,546
+1
+0% +$324 5.18% 5
2021
Q3 		$9.18M Buy
32,545
+301
+0.9% +$87.6K 4.62% 4
2021
Q2 		$8.73M Sell
32,244
-7,577,903
-100% -$1.93B 4.25% 4
2021
Q1 		$32.3M Buy
7,610,147
+7,578,155
+23,688% +$1.76B 1.6% 11
2020
Q4 		$7.12M Buy
31,992
+2,226
+7% +$479K 4.04% 5
2020
Q3 		$6.26M Buy
29,766
+1,326
+5% +$279K 4.12% 7
2020
Q2 		$5.79M Buy
28,440
+30
+0.1% +$5.45K 4.14% 5
2020
Q1 		$4.48M Buy
28,410
+2,882
+11% +$474K 3.62% 6
2019
Q4 		$4.03M Buy
+25,528
New +$3.75M 2.75% 7

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 Perspectives's MSFT Position: Q1 2026 in Review

Financial Perspectives increased its Microsoft (MSFT) stake by 0.61% in Q1 2026, buying an estimated $85.4K and bringing the position to 33,429 shares worth $12.4M. The position accounts for 3.45% of the portfolio, ranked #6.

Financial Perspectives first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $32.3M in Q1 2021. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Financial Perspectives held 33,429 shares of Microsoft worth $12.4M as of Q1 2026.
  • Financial Perspectives bought 204 Microsoft shares in Q1 2026, an estimated $85.4K.
  • Microsoft made up 3.45% of Financial Perspectives's portfolio in Q1 2026, its #6 holding.
  • Financial Perspectives first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Financial Perspectives's Microsoft position peaked at $32.3M in Q1 2021.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.