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Financial & Tax Architects’s Microsoft MSFT Stock Holding History

Financial & Tax Architects’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 		$3.26M Buy
8,820
+697
+9% +$292K 0.73% 48
2025
Q4 		$3.93M Buy
8,123
+238
+3% +$119K 0.88% 37
2025
Q3 		$4.08M Buy
7,885
+2,101
+36% +$1.07M 0.9% 38
2025
Q2 		$2.88M Buy
5,784
+297
+5% +$129K 0.7% 41
2025
Q1 		$2.06M Buy
5,487
+139
+3% +$56.7K 0.52% 48
2024
Q4 		$2.25M Buy
5,348
+115
+2% +$49K 0.57% 44
2024
Q3 		$2.25M Buy
5,233
+172
+3% +$73.5K 0.58% 44
2024
Q2 		$2.26M Buy
5,061
+537
+12% +$227K 0.61% 42
2024
Q1 		$1.9M Buy
4,524
+665
+17% +$269K 0.52% 45
2023
Q4 		$1.45M Sell
3,859
-578
-13% -$206K 0.43% 44
2023
Q3 		$1.4M Buy
4,437
+371
+9% +$123K 0.44% 44
2023
Q2 		$1.38M Sell
4,066
-160
-4% -$50.1K 0.43% 43
2023
Q1 		$1.22M Buy
4,226
+86
+2% +$21.9K 0.4% 45
2022
Q4 		$995K Sell
4,140
-791
-16% -$190K 0.34% 49
2022
Q3 		$1.15M Sell
4,931
-605
-11% -$160K 0.43% 43
2022
Q2 		$1.42M Sell
5,536
-999
-15% -$271K 0.54% 43
2022
Q1 		$2.01M Sell
6,535
-231
-3% -$69.5K 0.76% 42
2021
Q4 		$2.28M Buy
6,766
+34
+0.5% +$11K 0.93% 39
2021
Q3 		$1.9M Buy
6,732
+1,857
+38% +$540K 0.86% 40
2021
Q2 		$1.32M Buy
4,875
+127
+3% +$32.3K 0.65% 45
2021
Q1 		$1.12M Buy
+4,748
New +$1.1M 0.63% 43

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 & Tax Architects's MSFT Position: Q1 2026 in Review

Financial & Tax Architects increased its Microsoft (MSFT) stake by 8.6% in Q1 2026, buying an estimated $292K and bringing the position to 8,820 shares worth $3.26M. The position accounts for 0.73% of the portfolio, ranked #48.

Financial & Tax Architects first reported a position in MSFT in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.08M in Q3 2025. 6,178 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Financial & Tax Architects held 8,820 shares of Microsoft worth $3.26M as of Q1 2026.
  • Financial & Tax Architects bought 697 Microsoft shares in Q1 2026, an estimated $292K.
  • Microsoft made up 0.73% of Financial & Tax Architects's portfolio in Q1 2026, its #48 holding.
  • Financial & Tax Architects first reported a position in Microsoft in Q1 2021 and has held it in 21 quarters since.
  • Financial & Tax Architects's Microsoft position peaked at $4.08M in Q3 2025.
  • 6,178 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Financial & Tax Architects's 13F filing for Q1 2026, filed 23 Apr 2026.