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Frederick Financial Consultants’s Microsoft MSFT Stock Holding History

Frederick Financial Consultants’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 		$1.67M Sell
4,520
-567
-11% -$237K 0.83% 25
2025
Q4 		$2.46M Buy
5,087
+158
+3% +$79.2K 1.35% 18
2025
Q3 		$2.55M Buy
4,929
+122
+3% +$62.2K 1.43% 18
2025
Q2 		$2.39M Buy
4,807
+457
+11% +$198K 1.49% 18
2025
Q1 		$1.63M Buy
4,350
+775
+22% +$316K 1.18% 20
2024
Q4 		$1.51M Buy
+3,575
New +$1.52M 1.2% 20

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

Frederick Financial Consultants's MSFT Position: Q1 2026 in Review

Frederick Financial Consultants reduced its Microsoft (MSFT) stake by 11% in Q1 2026, selling an estimated $237K and leaving 4,520 shares worth $1.67M. The position accounts for 0.83% of the portfolio, ranked #25.

Frederick Financial Consultants first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.55M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Frederick Financial Consultants held 4,520 shares of Microsoft worth $1.67M as of Q1 2026.
  • Frederick Financial Consultants sold 567 Microsoft shares in Q1 2026, an estimated $237K.
  • Microsoft made up 0.83% of Frederick Financial Consultants's portfolio in Q1 2026, its #25 holding.
  • Frederick Financial Consultants first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Frederick Financial Consultants's Microsoft position peaked at $2.55M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.