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Houlihan Financial Resource Group’s Microsoft MSFT Stock Holding History

Houlihan Financial Resource 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 		$6.23M Buy
16,842
+8
+0% +$3.35K 2.43% 9
2025
Q4 		$7.84M Buy
16,834
+11,166
+197% +$5.6M 2.98% 6
2025
Q3 		$2.94M Sell
5,668
-11,223
-66% -$5.73M 2.58% 11
2025
Q2 		$8.61M Sell
16,891
-161
-0.9% -$69.9K 3.57% 5
2025
Q1 		$6.4M Sell
17,052
-312
-2% -$127K 2.88% 8
2024
Q4 		$7.32M Buy
17,364
+2
+0% +$852 3.12% 7
2024
Q3 		$7.47M Buy
+17,362
New +$7.42M 3.09% 6
2024
Q2 		– Sell
-17,270
Closed -$7.27M – 85
2024
Q1 		$7.27M Buy
17,270
+298
+2% +$121K 3.26% 6
2023
Q4 		$6.38M Buy
16,972
+191
+1% +$68K 3.09% 7
2023
Q3 		$5.42M Buy
+16,781
New +$5.55M 2.9% 9
2023
Q2 		– Sell
-16,866
Closed -$4.86M – 160
2023
Q1 		$4.86M Sell
16,866
-424
-2% -$108K 2.65% 12
2022
Q4 		$4.16M Sell
17,290
-199
-1% -$47.8K 2.4% 14
2022
Q3 		$4.15M Buy
+17,489
New +$4.62M 2.52% 11
2020
Q3 		$4.72M Buy
+21,804
New +$4.58M 2.73% 6
2020
Q1 		$3.39M Sell
21,467
-9,685
-31% -$1.59M 2.94% 6
2019
Q4 		$4.91M Buy
+31,152
New +$4.58M 3.18% 8

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

Houlihan Financial Resource Group's MSFT Position: Q1 2026 in Review

Houlihan Financial Resource Group increased its Microsoft (MSFT) stake by 0.05% in Q1 2026, buying an estimated $3.35K and bringing the position to 16,842 shares worth $6.23M. The position accounts for 2.43% of the portfolio, ranked #9.

Houlihan Financial Resource Group first reported a position in MSFT in Q4 2019 and has held it in 16 quarters since. The position peaked at $8.61M in Q2 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Houlihan Financial Resource Group held 16,842 shares of Microsoft worth $6.23M as of Q1 2026.
  • Houlihan Financial Resource Group bought 8 Microsoft shares in Q1 2026, an estimated $3.35K.
  • Microsoft made up 2.43% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #9 holding.
  • Houlihan Financial Resource Group first reported a position in Microsoft in Q4 2019 and has held it in 16 quarters since.
  • Houlihan Financial Resource Group's Microsoft position peaked at $8.61M in Q2 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.