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Integrity Financial’s Microsoft MSFT Stock Holding History

Integrity Financial’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 		$5.33M Buy
14,390
+481
+3% +$201K 2.65% 5
2025
Q4 		$6.73M Buy
13,909
+1,180
+9% +$591K 3.41% 5
2025
Q3 		$6.59M Buy
12,729
+3,550
+39% +$1.81M 3.15% 5
2025
Q2 		$4.57M Buy
9,179
+241
+3% +$105K 2.32% 8
2025
Q1 		$3.36M Buy
8,938
+725
+9% +$296K 1.9% 12
2024
Q4 		$3.46M Sell
8,213
-1,171
-12% -$499K 1.99% 11
2024
Q3 		$4.04M Sell
9,384
-374
-4% -$160K 2.37% 8
2024
Q2 		$4.36M Sell
9,758
-16
-0.2% -$6.76K 2.73% 8
2024
Q1 		$4.11M Buy
9,774
+109
+1% +$44.1K 2.82% 8
2023
Q4 		$3.63M Sell
9,665
-15
-0.2% -$5.34K 2.63% 8
2023
Q3 		$3.06M Buy
9,680
+175
+2% +$57.8K 2.31% 10
2023
Q2 		$3.24M Sell
9,505
-1,933
-17% -$606K 2.36% 11
2023
Q1 		$3.3M Buy
11,438
+1,738
+18% +$443K 2.67% 8
2022
Q4 		$2.33M Sell
9,700
-101
-1% -$24.2K 2.2% 11
2022
Q3 		$2.28M Sell
9,801
-203
-2% -$53.6K 2.39% 12
2022
Q2 		$2.57M Buy
10,004
+33
+0.3% +$8.96K 2.44% 10
2022
Q1 		$3.07M Sell
9,971
-2,264
-19% -$681K 2.52% 11
2021
Q4 		$4.12M Buy
+12,235
New +$3.97M 3.05% 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

Integrity Financial's MSFT Position: Q1 2026 in Review

Integrity Financial increased its Microsoft (MSFT) stake by 3.5% in Q1 2026, buying an estimated $201K and bringing the position to 14,390 shares worth $5.33M. The position accounts for 2.65% of the portfolio, ranked #5.

Integrity Financial first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.73M in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Integrity Financial held 14,390 shares of Microsoft worth $5.33M as of Q1 2026.
  • Integrity Financial bought 481 Microsoft shares in Q1 2026, an estimated $201K.
  • Microsoft made up 2.65% of Integrity Financial's portfolio in Q1 2026, its #5 holding.
  • Integrity Financial first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Integrity Financial's Microsoft position peaked at $6.73M in Q4 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Integrity Financial's 13F filing for Q1 2026, filed 14 May 2026.