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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
Q2 		$14.5M Buy
38,825
+286
+0.7% +$116K 3.64% 9
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fischer Financial Services's MSFT Position: Q2 2026 in Review

Fischer Financial Services increased its Microsoft (MSFT) stake by 0.74% in Q2 2026, buying an estimated $116K and bringing the position to 38,825 shares worth $14.5M. The position accounts for 3.64% of the portfolio, ranked #9.

Fischer Financial Services first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.2M in Q3 2025. 6,241 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Fischer Financial Services held 38,825 shares of Microsoft worth $14.5M as of Q2 2026.
  • Fischer Financial Services bought 286 Microsoft shares in Q2 2026, an estimated $116K.
  • Microsoft made up 3.64% of Fischer Financial Services's portfolio in Q2 2026, its #9 holding.
  • Fischer Financial Services first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Fischer Financial Services's Microsoft position peaked at $19.2M in Q3 2025.
  • 6,241 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Fischer Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.