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Fischer Financial Services’s Microsoft MSFT Stock Holding History

Fischer 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 		$14.3M Buy
38,539
+1,237
+3% +$518K 4.8% 6
2025
Q4 		$18M Buy
37,302
+157
+0.4% +$78.7K 4.77% 7
2025
Q3 		$19.2M Sell
37,145
-234
-0.6% -$119K 5.18% 5
2025
Q2 		$18.6M Sell
37,379
-126
-0.3% -$54.7K 5.46% 5
2025
Q1 		$14.1M Buy
37,505
+718
+2% +$293K 4.54% 5
2024
Q4 		$15.5M Buy
+36,787
New +$15.7M 4.89% 5

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

Fischer Financial Services's MSFT Position: Q1 2026 in Review

Fischer Financial Services increased its Microsoft (MSFT) stake by 3.3% in Q1 2026, buying an estimated $518K and bringing the position to 38,539 shares worth $14.3M. The position accounts for 4.8% of the portfolio, ranked #6.

Fischer Financial Services first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.2M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Fischer Financial Services held 38,539 shares of Microsoft worth $14.3M as of Q1 2026.
  • Fischer Financial Services bought 1,237 Microsoft shares in Q1 2026, an estimated $518K.
  • Microsoft made up 4.8% of Fischer Financial Services's portfolio in Q1 2026, its #6 holding.
  • Fischer Financial Services first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Fischer Financial Services's Microsoft position peaked at $19.2M in Q3 2025.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Fischer Financial Services's 13F filing for Q1 2026, filed 28 Apr 2026.