Floyd Financial Group’s Microsoft MSFT Stock Holding History

Floyd Financial Group’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	$5.82M	Sell	10,705 -1,502	-12%	-$695K	3.64%	9
2026 Q2	$4.7M	Sell	12,207 -662	-5%	-$268K	3.07%	9
2026 Q1	$5.29M	Buy	12,869 +391	+3%	+$164K	3.53%	9
2025 Q4	$4.96M	Buy	12,478 +337	+3%	+$169K	3.35%	9
2025 Q3	$6.24M	Sell	12,141 -876	-7%	-$447K	4.62%	6
2025 Q2	$6.49M	Sell	13,017 -2,484	-16%	-$1.08M	6%	5
2025 Q1	$5.82M	Buy	15,501 +384	+3%	+$157K	5.26%	4
2024 Q4	$6.33M	Buy	+15,117	New	+$6.44M	5.21%	4

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Floyd Financial Group's MSFT Position: Q3 2026 in Review

Floyd Financial Group reduced its Microsoft (MSFT) stake by 12% in Q3 2026, selling an estimated $695K and leaving 10,705 shares worth $5.82M. The position accounts for 3.64% of the portfolio, ranked #9.

Floyd Financial Group first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.49M in Q2 2025. 2,898 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Floyd Financial Group held 10,705 shares of Microsoft worth $5.82M as of Q3 2026.
Floyd Financial Group sold 1,502 Microsoft shares in Q3 2026, an estimated $695K.
Microsoft made up 3.64% of Floyd Financial Group's portfolio in Q3 2026, its #9 holding.
Floyd Financial Group first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
Floyd Financial Group's Microsoft position peaked at $6.49M in Q2 2025.
2,898 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Floyd Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.