Gimbal Financial’s Microsoft MSFT Stock Holding History

Gimbal Financial’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	$1.07M	Sell	2,093 -431	-17%	-$199K	0.62%	21
2026 Q2	$942K	Buy	+2,524	New	+$1.02M	0.58%	14
2025 Q3	$1.66M	Buy	3,199 +239	+8%	+$122K	1%	13
2025 Q2	$1.47M	Buy	2,960 +39	+1%	+$16.9K	0.9%	14
2025 Q1	$1.1M	Buy	2,921 +30	+1%	+$12.2K	0.99%	10
2024 Q4	$1.22M	Sell	2,891 -121	-4%	-$51.5K	1%	14
2024 Q3	$1.28M	Sell	3,012 -103	-3%	-$44K	0.83%	15
2024 Q2	$1.42M	Sell	3,115 -73	-2%	-$30.8K	1.04%	12
2024 Q1	$1.34M	Sell	3,188 -532	-14%	-$215K	1.1%	13
2023 Q4	$1.4M	Buy	+3,720	New	+$1.32M	1.4%	12

Other funds holding MSFT

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

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

Gimbal Financial's MSFT Position: Q3 2026 in Review

Gimbal Financial reduced its Microsoft (MSFT) stake by 17% in Q3 2026, selling an estimated $199K and leaving 2,093 shares worth $1.07M. The position accounts for 0.62% of the portfolio, ranked #21.

Gimbal Financial first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.66M in Q3 2025. 3,082 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Gimbal Financial held 2,093 shares of Microsoft worth $1.07M as of Q3 2026.
Gimbal Financial sold 431 Microsoft shares in Q3 2026, an estimated $199K.
Microsoft made up 0.62% of Gimbal Financial's portfolio in Q3 2026, its #21 holding.
Gimbal Financial first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
Gimbal Financial's Microsoft position peaked at $1.66M in Q3 2025.
3,082 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Gimbal Financial's 13F filing for Q3 2026, filed 19 Oct 2026.