Fischer Financial Services
MSFT icon

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
Q3 		$19.7M Sell
38,396
-429
-1% -$198K 4.85% 7
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

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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Fischer Financial Services's MSFT Position: Q3 2026 in Review

Fischer Financial Services reduced its Microsoft (MSFT) stake by 1.1% in Q3 2026, selling an estimated $198K and leaving 38,396 shares worth $19.7M. The position accounts for 4.85% of the portfolio, ranked #7.

Fischer Financial Services first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 3,289 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Fischer Financial Services held 38,396 shares of Microsoft worth $19.7M as of Q3 2026.
  • Fischer Financial Services sold 429 Microsoft shares in Q3 2026, an estimated $198K.
  • Microsoft made up 4.85% of Fischer Financial Services's portfolio in Q3 2026, its #7 holding.
  • Fischer Financial Services first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 3,289 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Fischer Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.