Founders Financial Securities’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.4M | Sell |
33,225
-3,892
| -10% | -$1.63M | 0.7% | 29 |
|
|
2025
Q4 | $18M | Buy |
37,117
+2,581
| +7% | +$1.29M | 1.06% | 19 |
|
|
2025
Q3 | $17.9M | Sell |
34,536
-286
| -0.8% | -$146K | 1.22% | 17 |
|
|
2025
Q2 | $17.3M | Sell |
34,822
-395
| -1% | -$172K | 1.32% | 15 |
|
|
2025
Q1 | $13.8M | Buy |
35,217
+5,104
| +17% | +$2.08M | 1.17% | 20 |
|
|
2024
Q4 | $12.7M | Buy |
30,113
+1,865
| +7% | +$794K | 1.14% | 18 |
|
|
2024
Q3 | $12.2M | Sell |
28,248
-3,043
| -10% | -$1.3M | 1.12% | 21 |
|
|
2024
Q2 | $14M | Buy |
31,291
+2,236
| +8% | +$944K | 1.32% | 19 |
|
|
2024
Q1 | $12.2M | Sell |
29,055
-4,493
| -13% | -$1.82M | 1.28% | 20 |
|
|
2023
Q4 | $12.6M | Buy |
33,548
+6,413
| +24% | +$2.28M | 1.4% | 14 |
|
|
2023
Q3 | $8.57M | Buy |
27,135
+856
| +3% | +$283K | 1.11% | 23 |
|
|
2023
Q2 | $8.95M | Sell |
26,279
-1,570
| -6% | -$492K | 1.18% | 22 |
|
|
2023
Q1 | $8.03M | Buy |
27,849
+4,731
| +20% | +$1.21M | 1.16% | 22 |
|
|
2022
Q4 | $5.54M | Buy |
23,118
+181
| +0.8% | +$43.4K | 0.87% | 23 |
|
|
2022
Q3 | $5.34M | Buy |
22,937
+1,968
| +9% | +$520K | 0.95% | 19 |
|
|
2022
Q2 | $5.38M | Buy |
20,969
+535
| +3% | +$145K | 1.05% | 22 |
|
|
2022
Q1 | $6.3M | Buy |
20,434
+1,190
| +6% | +$358K | 1.12% | 19 |
|
|
2021
Q4 | $6.47M | Sell |
19,244
-29
| -0.2% | -$9.4K | 1.16% | 15 |
|
|
2021
Q3 | $5.43M | Buy |
19,273
+55
| +0.3% | +$16K | 1.09% | 19 |
|
|
2021
Q2 | $5.21M | Buy |
19,218
+549
| +3% | +$140K | 1.03% | 18 |
|
|
2021
Q1 | $4.4M | Buy |
18,669
+3,954
| +27% | +$917K | 1.01% | 20 |
|
|
2020
Q4 | $3.27M | Buy |
14,715
+4,270
| +41% | +$918K | 0.78% | 32 |
|
|
2020
Q3 | $2.2M | Sell |
10,445
-3,214
| -24% | -$675K | 0.7% | 31 |
|
|
2020
Q2 | $2.79M | Buy |
13,659
+6,104
| +81% | +$1.11M | 0.9% | 27 |
|
|
2020
Q1 | $1.19M | Buy |
7,555
+991
| +15% | +$163K | 0.44% | 28 |
|
|
2019
Q4 | $1.03M | Buy |
6,564
+806
| +14% | +$118K | 0.35% | 52 |
|
|
2019
Q3 | $801K | Buy |
5,758
+328
| +6% | +$45.1K | 0.26% | 71 |
|
|
2019
Q2 | $727K | Buy |
5,430
+3,094
| +132% | +$393K | 0.24% | 66 |
|
|
2019
Q1 | $277K | Buy |
+2,336
| New | +$255K | 0.09% | 100 |
|
|
2014
Q4 | – | Sell |
-57,759
| Closed | -$2.68M | – | 86 |
|
|
2014
Q3 | $2.68M | Buy |
57,759
+4,630
| +9% | +$207K | 1.72% | 15 |
|
|
2014
Q2 | $2.21M | Buy |
53,129
+8,560
| +19% | +$346K | 1.49% | 14 |
|
|
2014
Q1 | $1.83K | Buy |
44,569
+8,518
| +24% | +$320K | 1.22% | 18 |
|
|
2013
Q4 | $1.35M | Buy |
+36,051
| New | +$1.31M | 1.13% | 21 |
|
Other funds holding MSFT
VCM
VPM
Founders Financial Securities's MSFT Position: Q1 2026 in Review
Founders Financial Securities reduced its Microsoft (MSFT) stake by 10% in Q1 2026, selling an estimated $1.63M and leaving 33,225 shares worth $12.4M. The position accounts for 0.7% of the portfolio, ranked #29.
Founders Financial Securities first reported a position in MSFT in Q4 2013 and has held it in 33 quarters since. The position peaked at $18M in Q4 2025. 6,180 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Founders Financial Securities held 33,225 shares of Microsoft worth $12.4M as of Q1 2026.
- Founders Financial Securities sold 3,892 Microsoft shares in Q1 2026, an estimated $1.63M.
- Microsoft made up 0.7% of Founders Financial Securities's portfolio in Q1 2026, its #29 holding.
- Founders Financial Securities first reported a position in Microsoft in Q4 2013 and has held it in 33 quarters since.
- Founders Financial Securities's Microsoft position peaked at $18M in Q4 2025.
- 6,180 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.