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Hershey Financial Advisers’s Microsoft MSFT Stock Holding History

Hershey Financial Advisers’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 		$272K Sell
736
-261
-26% -$109K 0.24% 75
2025
Q4 		$482K Sell
997
-13
-1% -$6.51K 0.41% 69
2025
Q3 		$523K Buy
1,010
+148
+17% +$75.5K 0.45% 60
2025
Q2 		$429K Buy
+862
New +$374K 0.38% 63
2024
Q2 		$1.34K Buy
+3
New +$1.27K ﹤0.01% 143

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

Hershey Financial Advisers's MSFT Position: Q1 2026 in Review

Hershey Financial Advisers reduced its Microsoft (MSFT) stake by 26% in Q1 2026, selling an estimated $109K and leaving 736 shares worth $272K. The position accounts for 0.24% of the portfolio, ranked #75.

Hershey Financial Advisers first reported a position in MSFT in Q2 2024 and has held it in 5 quarters since. The position peaked at $523K in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Hershey Financial Advisers held 736 shares of Microsoft worth $272K as of Q1 2026.
  • Hershey Financial Advisers sold 261 Microsoft shares in Q1 2026, an estimated $109K.
  • Microsoft made up 0.24% of Hershey Financial Advisers's portfolio in Q1 2026, its #75 holding.
  • Hershey Financial Advisers first reported a position in Microsoft in Q2 2024 and has held it in 5 quarters since.
  • Hershey Financial Advisers's Microsoft position peaked at $523K in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.