Global Financial Private Client
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Global Financial Private Client’s Microsoft MSFT Stock Holding History

Global Financial Private Client’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 		$9.6M Sell
18,705
-835
-4% -$386K 2.65% 4
2026
Q2 		$7.29M Buy
19,540
+1,547
+9% +$626K 1.98% 4
2026
Q1 		$6.66M Buy
17,993
+1,737
+11% +$727K 2.18% 4
2025
Q4 		$7.86M Buy
16,256
+273
+2% +$137K 2.76% 4
2025
Q3 		$8.28M Buy
15,983
+422
+3% +$215K 2.95% 4
2025
Q2 		$7.74M Sell
15,561
-2
-0% -$869 2.9% 5
2025
Q1 		$5.84M Sell
15,563
-222
-1% -$90.5K 2.23% 6
2024
Q4 		$6.65M Sell
15,785
-118
-0.7% -$50.3K 2.49% 6
2024
Q3 		$6.84M Buy
15,903
+836
+6% +$357K 2.67% 6
2024
Q2 		$6.73M Buy
15,067
+53
+0.4% +$22.4K 2.82% 6
2024
Q1 		$6.37M Sell
15,014
-67
-0.4% -$27.1K 2.74% 6
2023
Q4 		$5.67M Buy
15,081
+339
+2% +$121K 2.65% 6
2023
Q3 		$4.74M Buy
14,742
+3
+0% +$991 2.45% 6
2023
Q2 		$4.98M Sell
14,739
-343
-2% -$107K 2.45% 6
2023
Q1 		$4.33M Buy
15,082
+159
+1% +$40.6K 2.23% 6
2022
Q4 		$3.58M Buy
14,923
+281
+2% +$67.4K 2% 8
2022
Q3 		$3.53M Buy
14,642
+108
+0.7% +$28.5K 2.03% 11
2022
Q2 		$3.77M Buy
14,534
+583
+4% +$158K 2.13% 10
2022
Q1 		$4.32M Buy
13,951
+885
+7% +$266K 2.09% 12
2021
Q4 		$4.39M Sell
13,066
-1,304
-9% -$423K 2.12% 11
2021
Q3 		$4.15M Sell
14,370
-193
-1% -$56.2K 2.14% 11
2021
Q2 		$3.96M Buy
14,563
+1,201
+9% +$305K 2.21% 11
2021
Q1 		$3.24M Buy
13,362
+420
+3% +$97.4K 2.32% 11
2020
Q4 		$2.88M Buy
12,942
+376
+3% +$80.8K 2.29% 13
2020
Q3 		$2.67M Sell
12,566
-192
-2% -$40.3K 2.32% 12
2020
Q2 		$2.61M Sell
12,758
-51
-0.4% -$9.26K 2.27% 10
2020
Q1 		$1.95M Sell
12,809
-100
-0.8% -$16.4K 2.06% 11
2019
Q4 		$2.04M Buy
+12,909
New +$1.9M 1.7% 12

Other funds holding MSFT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Global Financial Private Client's MSFT Position: Q3 2026 in Review

Global Financial Private Client reduced its Microsoft (MSFT) stake by 4.3% in Q3 2026, selling an estimated $386K and leaving 18,705 shares worth $9.6M. The position accounts for 2.65% of the portfolio, ranked #4.

Global Financial Private Client first reported a position in MSFT in Q4 2019 and has held it in 28 quarters since. 3,890 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Global Financial Private Client held 18,705 shares of Microsoft worth $9.6M as of Q3 2026.
  • Global Financial Private Client sold 835 Microsoft shares in Q3 2026, an estimated $386K.
  • Microsoft made up 2.65% of Global Financial Private Client's portfolio in Q3 2026, its #4 holding.
  • Global Financial Private Client first reported a position in Microsoft in Q4 2019 and has held it in 28 quarters since.
  • 3,890 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.