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Florida Financial Advisors’s Microsoft MSFT Stock Holding History

Florida Financial Advisors’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 		$7.44M Sell
20,083
-476
-2% -$199K 1.78% 7
2025
Q4 		$9.93M Buy
20,559
+3,842
+23% +$1.93M 2.7% 5
2025
Q3 		$8.66M Sell
16,717
-1,666
-9% -$850K 2.68% 4
2025
Q2 		$9.15M Buy
18,383
+1,948
+12% +$846K 3.03% 4
2025
Q1 		$6.17M Sell
16,435
-862
-5% -$351K 2.43% 9
2024
Q4 		$7.29M Sell
17,297
-6,327
-27% -$2.69M 3.26% 7
2024
Q3 		$5.79M Sell
23,624
-380
-2% -$162K 2.99% 9
2024
Q2 		$6.27M Buy
24,004
+11,249
+88% +$4.75M 3.76% 8
2024
Q1 		$5.37M Sell
12,755
-8,134
-39% -$3.29M 3.94% 8
2023
Q4 		$4.03M Buy
+20,889
New +$7.44M 3.74% 9

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

Florida Financial Advisors's MSFT Position: Q1 2026 in Review

Florida Financial Advisors reduced its Microsoft (MSFT) stake by 2.3% in Q1 2026, selling an estimated $199K and leaving 20,083 shares worth $7.44M. The position accounts for 1.78% of the portfolio, ranked #7.

Florida Financial Advisors first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.93M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Florida Financial Advisors held 20,083 shares of Microsoft worth $7.44M as of Q1 2026.
  • Florida Financial Advisors sold 476 Microsoft shares in Q1 2026, an estimated $199K.
  • Microsoft made up 1.78% of Florida Financial Advisors's portfolio in Q1 2026, its #7 holding.
  • Florida Financial Advisors first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Florida Financial Advisors's Microsoft position peaked at $9.93M in Q4 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.