Goldstone Financial Group’s Microsoft MSFT Stock Holding History

Goldstone Financial Group’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	$4.13M	Sell	11,145 -460	-4%	-$192K	0.45%	53
2025 Q4	$5.61M	Buy	11,605 +862	+8%	+$432K	0.63%	44
2025 Q3	$5.56M	Buy	10,743 +827	+8%	+$422K	0.66%	43
2025 Q2	$4.95M	Buy	9,916 +722	+8%	+$314K	0.65%	42
2025 Q1	$3.45M	Buy	9,194 +1,406	+18%	+$573K	0.52%	45
2024 Q4	$3.28M	Buy	7,788 +427	+6%	+$182K	0.51%	46
2024 Q3	$3.17M	Buy	7,361 +223	+3%	+$95.3K	0.55%	41
2024 Q2	$3.19M	Buy	7,138 +1,632	+30%	+$689K	0.64%	39
2024 Q1	$2.32M	Buy	5,506 +37	+0.7%	+$15K	0.53%	40
2023 Q4	$2.06M	Buy	5,469 +232	+4%	+$82.6K	0.53%	39
2023 Q3	$1.65M	Sell	5,237 -456	-8%	-$151K	0.49%	38
2023 Q2	$1.94M	Buy	5,693 +4	+0.1%	+$1.25K	0.57%	37
2023 Q1	$1.64M	Buy	+5,689	New	+$1.45M	0.54%	35

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldstone Financial Group's MSFT Position: Q1 2026 in Review

Goldstone Financial Group reduced its Microsoft (MSFT) stake by 4% in Q1 2026, selling an estimated $192K and leaving 11,145 shares worth $4.13M. The position accounts for 0.45% of the portfolio, ranked #53.

Goldstone Financial Group first reported a position in MSFT in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.61M in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Goldstone Financial Group held 11,145 shares of Microsoft worth $4.13M as of Q1 2026.
Goldstone Financial Group sold 460 Microsoft shares in Q1 2026, an estimated $192K.
Microsoft made up 0.45% of Goldstone Financial Group's portfolio in Q1 2026, its #53 holding.
Goldstone Financial Group first reported a position in Microsoft in Q1 2023 and has held it in 13 quarters since.
Goldstone Financial Group's Microsoft position peaked at $5.61M in Q4 2025.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.