Fingerlakes Wealth Management
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Fingerlakes Wealth Management’s Microsoft MSFT Stock Holding History

Fingerlakes Wealth Management’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
Q3 		$3.91M Sell
7,623
-1,286
-14% -$595K 2.09% 13
2026
Q2 		$3.32M Buy
8,909
+18
+0.2% +$7.28K 1.79% 15
2026
Q1 		$3.29M Sell
8,891
-20
-0.2% -$8.37K 2.18% 12
2025
Q4 		$4.31M Sell
8,911
-12
-0.1% -$6.01K 2.74% 11
2025
Q3 		$4.62M Buy
8,923
+3,817
+75% +$1.95M 3.01% 9
2025
Q2 		$2.54M Sell
5,106
-16
-0.3% -$6.95K 1.9% 15
2025
Q1 		$1.92M Sell
5,122
-142
-3% -$57.9K 1.64% 22
2024
Q4 		$2.22M Sell
5,264
-46
-0.9% -$19.6K 1.79% 19
2024
Q3 		$2.28M Buy
5,310
+58
+1% +$24.8K 1.9% 18
2024
Q2 		$2.35M Sell
5,252
-103
-2% -$43.5K 2.11% 14
2024
Q1 		$2.25M Buy
5,355
+77
+1% +$31.2K 2.18% 12
2023
Q4 		$1.98M Sell
5,278
-18
-0.3% -$6.41K 2.13% 14
2023
Q3 		$1.67M Buy
5,296
+879
+20% +$290K 2.04% 15
2023
Q2 		$1.5M Sell
4,417
-76
-2% -$23.8K 1.72% 17
2023
Q1 		$1.3M Sell
4,493
-89
-2% -$22.7K 1.61% 19
2022
Q4 		$1.1M Sell
4,582
-5
-0.1% -$1.2K 1.51% 21
2022
Q3 		$1.07M Sell
4,587
-123
-3% -$32.5K 1.56% 21
2022
Q2 		$1.21M Buy
4,710
+13
+0.3% +$3.53K 1.66% 18
2022
Q1 		$1.45M Sell
4,697
-93
-2% -$28K 1.69% 16
2021
Q4 		$1.62M Buy
+4,790
New +$1.55M 1.82% 14

Other funds holding MSFT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Fingerlakes Wealth Management's MSFT Position: Q3 2026 in Review

Fingerlakes Wealth Management reduced its Microsoft (MSFT) stake by 14% in Q3 2026, selling an estimated $595K and leaving 7,623 shares worth $3.91M. The position accounts for 2.09% of the portfolio, ranked #13.

Fingerlakes Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.62M in Q3 2025. 4,141 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Fingerlakes Wealth Management held 7,623 shares of Microsoft worth $3.91M as of Q3 2026.
  • Fingerlakes Wealth Management sold 1,286 Microsoft shares in Q3 2026, an estimated $595K.
  • Microsoft made up 2.09% of Fingerlakes Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Fingerlakes Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • Fingerlakes Wealth Management's Microsoft position peaked at $4.62M in Q3 2025.
  • 4,141 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.