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Founders Financial Alliance’s Microsoft MSFT Stock Holding History

Founders Financial Alliance’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 		$12.7M Buy
34,276
+136
+0.4% +$56.9K 2.29% 3
2025
Q4 		$16.5M Buy
34,140
+195
+0.6% +$97.7K 3.12% 3
2025
Q3 		$17.6M Buy
33,945
+104
+0.3% +$53.1K 3.31% 3
2025
Q2 		$16.8M Buy
33,841
+317
+0.9% +$138K 3.83% 3
2025
Q1 		$12.6M Buy
33,524
+2,102
+7% +$857K 3.05% 3
2024
Q4 		$13.2M Buy
31,422
+293
+0.9% +$125K 3.64% 3
2024
Q3 		$13.4M Buy
31,129
+406
+1% +$174K 3.73% 3
2024
Q2 		$13.7M Buy
30,723
+674
+2% +$285K 4.07% 3
2024
Q1 		$12.6M Sell
30,049
-1,074
-3% -$435K 3.8% 3
2023
Q4 		$11.7M Buy
31,123
+631
+2% +$225K 4.54% 2
2023
Q3 		$9.63M Sell
30,492
-189
-0.6% -$62.5K 4.21% 2
2023
Q2 		$10.4M Buy
30,681
+6,387
+26% +$2M 4.11% 2
2023
Q1 		$6.98M Sell
24,294
-3,245
-12% -$828K 3.49% 2
2022
Q4 		$6.6M Sell
27,539
-284
-1% -$68.2K 3.03% 3
2022
Q3 		$6.48M Buy
27,823
+505
+2% +$133K 3.3% 2
2022
Q2 		$7.02M Sell
27,318
-411
-1% -$112K 3.56% 2
2022
Q1 		$8.55M Sell
27,729
-1,257
-4% -$378K 3.8% 2
2021
Q4 		$9.75M Buy
28,986
+1,321
+5% +$428K 3.92% 2
2021
Q3 		$7.8M Sell
27,665
-725
-3% -$211K 3.65% 2
2021
Q2 		$7.69M Buy
28,390
+940
+3% +$239K 3.5% 2
2021
Q1 		$6.64M Buy
27,450
+246
+0.9% +$57.1K 3.27% 3
2020
Q4 		$6.04M Buy
27,204
+2,099
+8% +$451K 3.42% 2
2020
Q3 		$5.38M Buy
+25,105
New +$5.27M 3.22% 2

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

Founders Financial Alliance's MSFT Position: Q1 2026 in Review

Founders Financial Alliance increased its Microsoft (MSFT) stake by 0.4% in Q1 2026, buying an estimated $56.9K and bringing the position to 34,276 shares worth $12.7M. The position accounts for 2.29% of the portfolio, ranked #3.

Founders Financial Alliance first reported a position in MSFT in Q3 2020 and has held it in 23 quarters since. The position peaked at $17.6M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Founders Financial Alliance held 34,276 shares of Microsoft worth $12.7M as of Q1 2026.
  • Founders Financial Alliance bought 136 Microsoft shares in Q1 2026, an estimated $56.9K.
  • Microsoft made up 2.29% of Founders Financial Alliance's portfolio in Q1 2026, its #3 holding.
  • Founders Financial Alliance first reported a position in Microsoft in Q3 2020 and has held it in 23 quarters since.
  • Founders Financial Alliance's Microsoft position peaked at $17.6M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.