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Financial Strategies Group’s Microsoft MSFT Stock Holding History

Financial Strategies 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
Q1 		$7.74M Buy
18,217
+4,359
+31% +$1.82M 1.29% 26
2025
Q4 		$6.63M Buy
13,858
+1,231
+10% +$617K 1.2% 26
2025
Q3 		$6.53M Sell
12,627
-3,194
-20% -$1.63M 1.24% 26
2025
Q2 		$7.96M Sell
15,821
-8
-0.1% -$3.47K 1.66% 19
2025
Q1 		$6.11M Buy
15,829
+1,948
+14% +$794K 1.44% 22
2024
Q4 		$5.82M Buy
13,881
+919
+7% +$391K 1.39% 24
2024
Q3 		$5.43M Buy
12,962
+107
+0.8% +$45.7K 1.27% 26
2024
Q2 		$5.91M Buy
12,855
+1,756
+16% +$742K 1.49% 24
2024
Q1 		$4.73M Buy
11,099
+1,551
+16% +$628K 1.27% 25
2023
Q4 		$3.84M Buy
9,548
+1,129
+13% +$402K 1.1% 24
2023
Q3 		$2.8M Buy
8,419
+742
+10% +$245K 0.88% 25
2023
Q2 		$2.61M Buy
7,677
+1,692
+28% +$530K 0.84% 25
2023
Q1 		$1.73M Buy
5,985
+573
+11% +$146K 0.66% 26
2022
Q4 		$1.3M Buy
5,412
+394
+8% +$94.6K 0.54% 34
2022
Q3 		$1.17M Buy
5,018
+1,154
+30% +$305K 0.53% 32
2022
Q2 		$992K Buy
3,864
+1,039
+37% +$282K 0.42% 33
2022
Q1 		$871K Buy
2,825
+284
+11% +$85.4K 0.35% 33
2021
Q4 		$855K Buy
2,541
+57
+2% +$18.5K 0.35% 33
2021
Q3 		$700K Buy
2,484
+221
+10% +$64.3K 0.31% 35
2021
Q2 		$613K Buy
2,263
+441
+24% +$112K 0.28% 35
2021
Q1 		$430K Sell
1,822
-2,873
-61% -$667K 0.22% 40
2020
Q4 		$1.04M Buy
4,695
+441
+10% +$94.8K 0.58% 24
2020
Q3 		$895K Buy
4,254
+182
+4% +$38.2K 0.6% 24
2020
Q2 		$829K Buy
4,072
+73
+2% +$13.3K 0.62% 18
2020
Q1 		$631K Buy
3,999
+564
+16% +$92.7K 0.57% 17
2019
Q4 		$542K Buy
+3,435
New +$505K 0.44% 24

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 Strategies Group's MSFT Position: Q1 2026 in Review

Financial Strategies Group increased its Microsoft (MSFT) stake by 31% in Q1 2026, buying an estimated $1.82M and bringing the position to 18,217 shares worth $7.74M. The position accounts for 1.29% of the portfolio, ranked #26.

Financial Strategies Group first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.96M in Q2 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Financial Strategies Group held 18,217 shares of Microsoft worth $7.74M as of Q1 2026.
  • Financial Strategies Group bought 4,359 Microsoft shares in Q1 2026, an estimated $1.82M.
  • Microsoft made up 1.29% of Financial Strategies Group's portfolio in Q1 2026, its #26 holding.
  • Financial Strategies Group first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Financial Strategies Group's Microsoft position peaked at $7.96M in Q2 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.