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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Francis Financial's MSFT Position: Q1 2026 in Review

Francis Financial reduced its Microsoft (MSFT) stake by 2.4% in Q1 2026, selling an estimated $67.8K and leaving 6,577 shares worth $2.43M. The position accounts for 0.45% of the portfolio, ranked #34.

Francis Financial first reported a position in MSFT in Q1 2018 and has held it in 17 quarters since. The position peaked at $5.4M in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Francis Financial held 6,577 shares of Microsoft worth $2.43M as of Q1 2026.
Francis Financial sold 162 Microsoft shares in Q1 2026, an estimated $67.8K.
Microsoft made up 0.45% of Francis Financial's portfolio in Q1 2026, its #34 holding.
Francis Financial first reported a position in Microsoft in Q1 2018 and has held it in 17 quarters since.
Francis Financial's Microsoft position peaked at $5.4M in Q3 2025.
6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Francis Financial's 13F filing for Q1 2026, filed 7 May 2026.