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First Business Financial Services’s Microsoft MSFT Stock Holding History

First Business Financial Services’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 		$6.68M Buy
18,047
+369
+2% +$154K 0.59% 20
2025
Q4 		$8.55M Sell
17,678
-1,125
-6% -$564K 0.79% 17
2025
Q3 		$9.74M Buy
18,803
+680
+4% +$347K 0.89% 16
2025
Q2 		$9.01M Sell
18,123
-1,183
-6% -$514K 0.81% 16
2025
Q1 		$7.25M Buy
19,306
+758
+4% +$309K 0.71% 15
2024
Q4 		$7.82M Buy
18,548
+213
+1% +$90.7K 0.77% 15
2024
Q3 		$7.89M Buy
18,335
+229
+1% +$97.9K 0.79% 15
2024
Q2 		$8.09M Buy
18,106
+590
+3% +$249K 0.86% 14
2024
Q1 		$7.37M Sell
17,516
-352
-2% -$142K 0.79% 13
2023
Q4 		$6.72M Buy
17,868
+3,309
+23% +$1.18M 0.78% 13
2023
Q3 		$4.6M Buy
14,559
+165
+1% +$54.5K 0.59% 14
2023
Q2 		$4.9M Buy
14,394
+20
+0.1% +$6.27K 0.6% 13
2023
Q1 		$4.14M Buy
14,374
+281
+2% +$71.7K 0.52% 16
2022
Q4 		$3.38M Buy
14,093
+216
+2% +$51.8K 0.45% 18
2022
Q3 		$3.23M Sell
13,877
-78
-0.6% -$20.6K 0.46% 16
2022
Q2 		$3.58M Buy
13,955
+53
+0.4% +$14.4K 0.48% 17
2022
Q1 		$4.29M Sell
13,902
-212
-2% -$63.8K 0.47% 14
2021
Q4 		$4.75M Buy
14,114
+551
+4% +$179K 0.5% 15
2021
Q3 		$3.82M Buy
13,563
+439
+3% +$128K 0.44% 16
2021
Q2 		$3.56M Buy
13,124
+1,224
+10% +$311K 0.42% 17
2021
Q1 		$2.81M Buy
11,900
+934
+9% +$217K 0.37% 17
2020
Q4 		$2.44M Sell
10,966
-196
-2% -$42.1K 0.35% 18
2020
Q3 		$2.35M Sell
11,162
-381
-3% -$80K 0.39% 16
2020
Q2 		$2.35M Sell
11,543
-439
-4% -$79.7K 0.42% 16
2020
Q1 		$1.89M Buy
11,982
+182
+2% +$29.9K 0.38% 16
2019
Q4 		$1.86M Buy
11,800
+50
+0.4% +$7.34K 0.29% 18
2019
Q3 		$1.63M Buy
11,750
+189
+2% +$26K 0.28% 17
2019
Q2 		$1.55M Buy
11,561
+981
+9% +$125K 0.27% 19
2019
Q1 		$1.25M Hold
10,580
– – 0.22% 19
2018
Q4 		$1.07M Buy
10,580
+3,005
+40% +$322K 0.18% 31
2018
Q3 		$866K Buy
7,575
+1,200
+19% +$130K 0.14% 40
2018
Q2 		$629K Sell
6,375
-210
-3% -$20.4K 0.11% 58
2018
Q1 		$601K Sell
6,585
-257
-4% -$23.5K 0.11% 60
2017
Q4 		$585K Sell
6,842
-200
-3% -$16.4K 0.11% 59
2017
Q3 		$525K Buy
7,042
+51
+0.7% +$3.73K 0.1% 47
2017
Q2 		$482K Sell
6,991
-180
-3% -$12.4K 0.1% 53
2017
Q1 		$472K Buy
7,171
+3,013
+72% +$193K 0.1% 62
2016
Q4 		$258K Buy
+4,158
New +$250K 0.06% 59
2013
Q4 		– Sell
-6,614
Closed -$220K – 55
2013
Q3 		$220K Buy
+6,614
New +$218K 0.12% 28

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

First Business Financial Services's MSFT Position: Q1 2026 in Review

First Business Financial Services increased its Microsoft (MSFT) stake by 2.1% in Q1 2026, buying an estimated $154K and bringing the position to 18,047 shares worth $6.68M. The position accounts for 0.59% of the portfolio, ranked #20.

First Business Financial Services first reported a position in MSFT in Q3 2013 and has held it in 39 quarters since. The position peaked at $9.74M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • First Business Financial Services held 18,047 shares of Microsoft worth $6.68M as of Q1 2026.
  • First Business Financial Services bought 369 Microsoft shares in Q1 2026, an estimated $154K.
  • Microsoft made up 0.59% of First Business Financial Services's portfolio in Q1 2026, its #20 holding.
  • First Business Financial Services first reported a position in Microsoft in Q3 2013 and has held it in 39 quarters since.
  • First Business Financial Services's Microsoft position peaked at $9.74M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on First Business Financial Services's 13F filing for Q1 2026, filed 1 May 2026.