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Gallagher Fiduciary Advisors’s Microsoft MSFT Stock Holding History

Gallagher Fiduciary Advisors’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 		$1.86M Buy
5,032
+255
+5% +$107K 0.07% 49
2025
Q4 		$2.31M Buy
4,777
+111
+2% +$55.6K 0.07% 62
2025
Q3 		$2.42M Sell
4,666
-1,246
-21% -$636K 0.09% 48
2025
Q2 		$2.94M Sell
5,912
-256
-4% -$111K 0.11% 38
2025
Q1 		$2.32M Sell
6,168
-1,760
-22% -$718K 0.08% 57
2024
Q4 		$3.34M Buy
7,928
+2,205
+39% +$939K 0.65% 29
2024
Q3 		$2.46M Sell
5,723
-640
-10% -$274K 0.5% 30
2024
Q2 		$2.84M Buy
6,363
+64
+1% +$27K 0.64% 24
2024
Q1 		$2.65M Buy
6,299
+139
+2% +$56.3K 0.09% 33
2023
Q4 		$2.32M Buy
6,160
+1,021
+20% +$363K 0.08% 33
2023
Q3 		$1.62M Sell
5,139
-1,555
-23% -$514K 0.14% 33
2023
Q2 		$2.28M Sell
6,694
-35
-0.5% -$11K 0.17% 35
2023
Q1 		$1.94M Buy
+6,729
New +$1.72M 0.16% 38

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

Gallagher Fiduciary Advisors's MSFT Position: Q1 2026 in Review

Gallagher Fiduciary Advisors increased its Microsoft (MSFT) stake by 5.3% in Q1 2026, buying an estimated $107K and bringing the position to 5,032 shares worth $1.86M. The position accounts for 0.07% of the portfolio, ranked #49.

Gallagher Fiduciary Advisors first reported a position in MSFT in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.34M in Q4 2024. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Gallagher Fiduciary Advisors held 5,032 shares of Microsoft worth $1.86M as of Q1 2026.
  • Gallagher Fiduciary Advisors bought 255 Microsoft shares in Q1 2026, an estimated $107K.
  • Microsoft made up 0.07% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #49 holding.
  • Gallagher Fiduciary Advisors first reported a position in Microsoft in Q1 2023 and has held it in 13 quarters since.
  • Gallagher Fiduciary Advisors's Microsoft position peaked at $3.34M in Q4 2024.
  • 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.