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Godfrey Financial Associates’s Microsoft MSFT Stock Holding History

Godfrey Financial Associates’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
Q2 		$1.24M Sell
3,337
-589
-15% -$238K 0.95% 17
2026
Q1 		$1.45M Buy
3,926
+7
+0.2% +$2.93K 1.25% 13
2025
Q4 		$1.9M Buy
+3,919
New +$1.96M 1.64% 9

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Godfrey Financial Associates's MSFT Position: Q2 2026 in Review

Godfrey Financial Associates reduced its Microsoft (MSFT) stake by 15% in Q2 2026, selling an estimated $238K and leaving 3,337 shares worth $1.24M. The position accounts for 0.95% of the portfolio, ranked #17.

Godfrey Financial Associates first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.9M in Q4 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Godfrey Financial Associates held 3,337 shares of Microsoft worth $1.24M as of Q2 2026.
  • Godfrey Financial Associates sold 589 Microsoft shares in Q2 2026, an estimated $238K.
  • Microsoft made up 0.95% of Godfrey Financial Associates's portfolio in Q2 2026, its #17 holding.
  • Godfrey Financial Associates first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Microsoft position peaked at $1.9M in Q4 2025.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.