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 Q3	$2.54M	Buy	4,959 +410	+9%	+$190K	1.06%	22
2026 Q2	$1.7M	Buy	4,549 +29	+0.6%	+$11.7K	0.72%	28
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Frederick Financial Consultants's MSFT Position: Q3 2026 in Review

Frederick Financial Consultants increased its Microsoft (MSFT) stake by 9% in Q3 2026, buying an estimated $190K and bringing the position to 4,959 shares worth $2.54M. The position accounts for 1.06% of the portfolio, ranked #22.

Frederick Financial Consultants first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.55M in Q3 2025. 2,991 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Frederick Financial Consultants held 4,959 shares of Microsoft worth $2.54M as of Q3 2026.
Frederick Financial Consultants bought 410 Microsoft shares in Q3 2026, an estimated $190K.
Microsoft made up 1.06% of Frederick Financial Consultants's portfolio in Q3 2026, its #22 holding.
Frederick Financial Consultants first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
Frederick Financial Consultants's Microsoft position peaked at $2.55M in Q3 2025.
2,991 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Frederick Financial Consultants's 13F filing for Q3 2026, filed 29 Oct 2026.