Forum Financial Management
MSFT icon

Forum Financial Management’s Microsoft MSFT Stock Holding History

Forum Financial Management’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 		$25.6M Buy
49,897
+3,154
+7% +$1.46M 0.33% 19
2026
Q2 		$17.4M Sell
46,743
-1,107
-2% -$448K 0.22% 25
2026
Q1 		$17.7M Sell
47,850
-45,095
-49% -$18.9M 0.25% 25
2025
Q4 		$44.9M Buy
92,945
+2,288
+3% +$1.15M 0.58% 18
2025
Q3 		$47M Buy
90,657
+9,455
+12% +$4.82M 0.64% 18
2025
Q2 		$40.4M Buy
81,202
+269
+0.3% +$117K 0.61% 16
2025
Q1 		$30.4M Buy
80,933
+1,229
+2% +$501K 0.5% 17
2024
Q4 		$33.6M Buy
79,704
+29,759
+60% +$12.7M 0.56% 16
2024
Q3 		$21.5M Buy
49,945
+919
+2% +$393K 0.36% 19
2024
Q2 		$21.9M Buy
49,026
+1,036
+2% +$438K 0.4% 19
2024
Q1 		$20.2M Sell
47,990
-14
-0% -$5.67K 0.35% 18
2023
Q4 		$18.1M Buy
48,004
+1,593
+3% +$567K 0.34% 20
2023
Q3 		$14.7M Sell
46,411
-530
-1% -$175K 0.32% 20
2023
Q2 		$16M Sell
46,941
-1,626
-3% -$510K 0.36% 19
2023
Q1 		$14M Sell
48,567
-104
-0.2% -$26.5K 0.4% 22
2022
Q4 		$11.7M Sell
48,671
-1,223
-2% -$294K 0.38% 22
2022
Q3 		$11.6M Buy
49,894
+2,920
+6% +$771K 0.56% 15
2022
Q2 		$12.1M Buy
46,974
+1,253
+3% +$340K 0.61% 11
2022
Q1 		$14.1M Sell
45,721
-1,385
-3% -$417K 0.68% 10
2021
Q4 		$15.8M Buy
+47,106
New +$15.3M 0.82% 7

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Forum Financial Management's MSFT Position: Q3 2026 in Review

Forum Financial Management increased its Microsoft (MSFT) stake by 6.7% in Q3 2026, buying an estimated $1.46M and bringing the position to 49,897 shares worth $25.6M. The position accounts for 0.33% of the portfolio, ranked #19.

Forum Financial Management first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. The position peaked at $47M in Q3 2025. 1,144 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Forum Financial Management held 49,897 shares of Microsoft worth $25.6M as of Q3 2026.
  • Forum Financial Management bought 3,154 Microsoft shares in Q3 2026, an estimated $1.46M.
  • Microsoft made up 0.33% of Forum Financial Management's portfolio in Q3 2026, its #19 holding.
  • Forum Financial Management first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • Forum Financial Management's Microsoft position peaked at $47M in Q3 2025.
  • 1,144 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Forum Financial Management's 13F filing for Q3 2026, filed 16 Oct 2026.