Francis Financial’s Microsoft MSFT Stock Holding History

Francis Financial’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Hold	–	–	–	134
2026 Q1	–	Hold	–	–	–	108
2025 Q4	–	Hold	–	–	–	91
2025 Q3	–	Hold	–	–	–	96
2025 Q2	–	Hold	–	–	–	52
2025 Q1	–	Hold	–	–	–	86
2024 Q4	–	Hold	–	–	–	82
2024 Q3	–	Hold	–	–	–	81
2024 Q2	–	Hold	–	–	–	73
2024 Q1	–	Hold	–	–	–	64

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Francis Financial's MSFT Position: Q2 2026 in Review

Francis Financial reduced its Microsoft (MSFT) stake by 1.9% in Q2 2026, selling an estimated $50.6K and leaving 6,452 shares worth $2.41M. The position accounts for 0.39% of the portfolio, ranked #38.

Francis Financial first reported a position in MSFT in Q1 2018 and has held it in 18 quarters since. The position peaked at $5.4M in Q3 2025. 6,234 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Francis Financial held 6,452 shares of Microsoft worth $2.41M as of Q2 2026.
Francis Financial sold 125 Microsoft shares in Q2 2026, an estimated $50.6K.
Microsoft made up 0.39% of Francis Financial's portfolio in Q2 2026, its #38 holding.
Francis Financial first reported a position in Microsoft in Q1 2018 and has held it in 18 quarters since.
Francis Financial's Microsoft position peaked at $5.4M in Q3 2025.
6,234 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.