Larson Financial Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $32.8M | Buy |
88,625
+9,083
| +11% | +$3.8M | 1.05% | 18 |
|
|
2025
Q4 | $38.5M | Sell |
79,542
-1,957
| -2% | -$981K | 1.28% | 13 |
|
|
2025
Q3 | $42.2M | Buy |
81,499
+8,883
| +12% | +$4.53M | 1.48% | 10 |
|
|
2025
Q2 | $36.1M | Buy |
72,616
+10,554
| +17% | +$4.58M | 1.45% | 10 |
|
|
2025
Q1 | $23.3M | Buy |
62,062
+11,721
| +23% | +$4.78M | 1.1% | 13 |
|
|
2024
Q4 | $21.2M | Buy |
50,341
+11,720
| +30% | +$4.99M | 1.1% | 15 |
|
|
2024
Q3 | $16.6M | Buy |
38,621
+7,047
| +22% | +$3.01M | 0.94% | 18 |
|
|
2024
Q2 | $14.1M | Buy |
31,574
+6,435
| +26% | +$2.72M | 0.96% | 23 |
|
|
2024
Q1 | $10.6M | Buy |
25,139
+1,333
| +6% | +$540K | 0.82% | 29 |
|
|
2023
Q4 | $8.95M | Buy |
23,806
+1,795
| +8% | +$639K | 0.78% | 32 |
|
|
2023
Q3 | $6.95M | Buy |
22,011
+2,072
| +10% | +$685K | 0.68% | 32 |
|
|
2023
Q2 | $6.79M | Buy |
19,939
+615
| +3% | +$193K | 0.68% | 33 |
|
|
2023
Q1 | $5.57M | Buy |
19,324
+683
| +4% | +$174K | 0.61% | 35 |
|
|
2022
Q4 | $4.47M | Buy |
18,641
+4,262
| +30% | +$1.02M | 0.54% | 40 |
|
|
2022
Q3 | $3.35M | Buy |
14,379
+7,725
| +116% | +$2.04M | 0.48% | 40 |
|
|
2022
Q2 | $1.71M | Buy |
6,654
+372
| +6% | +$101K | 0.3% | 46 |
|
|
2022
Q1 | $1.94M | Sell |
6,282
-820
| -12% | -$247K | 0.31% | 47 |
|
|
2021
Q4 | $2.39M | Buy |
7,102
+2,189
| +45% | +$710K | 0.38% | 45 |
|
|
2021
Q3 | $1.39M | Sell |
4,913
-1,890
| -28% | -$550K | 0.27% | 48 |
|
|
2021
Q2 | $1.84M | Buy |
6,803
+2,074
| +44% | +$527K | 0.43% | 34 |
|
|
2021
Q1 | $1.11M | Sell |
4,729
-148
| -3% | -$34.3K | 0.33% | 38 |
|
|
2020
Q4 | $1.08M | Buy |
4,877
+279
| +6% | +$60K | 0.37% | 37 |
|
|
2020
Q3 | $967K | Sell |
4,598
-484
| -10% | -$102K | 0.4% | 37 |
|
|
2020
Q2 | $1.03M | Buy |
5,082
+1,202
| +31% | +$218K | 0.49% | 41 |
|
|
2020
Q1 | $612K | Buy |
3,880
+341
| +10% | +$56.1K | 0.38% | 49 |
|
|
2019
Q4 | $558K | Sell |
3,539
-301
| -8% | -$44.2K | 0.32% | 50 |
|
|
2019
Q3 | $534K | Buy |
3,840
+946
| +33% | +$130K | 0.35% | 45 |
|
|
2019
Q2 | $388K | Buy |
2,894
+822
| +40% | +$104K | 0.29% | 38 |
|
|
2019
Q1 | $244K | Sell |
2,072
-53
| -2% | -$5.78K | 0.19% | 50 |
|
|
2018
Q4 | $216K | Buy |
2,125
+76
| +4% | +$8.14K | 0.2% | 51 |
|
|
2018
Q3 | $234K | Buy |
+2,049
| New | +$222K | 0.27% | 41 |
|
|
2018
Q1 | – | Sell |
-3,371
| Closed | -$288K | – | 60 |
|
|
2017
Q4 | $288K | Buy |
+3,371
| New | +$277K | 0.24% | 56 |
|
Other funds holding MSFT
VCM
VPM
Larson Financial Group's MSFT Position: Q1 2026 in Review
Larson Financial Group increased its Microsoft (MSFT) stake by 11% in Q1 2026, buying an estimated $3.8M and bringing the position to 88,625 shares worth $32.8M. The position accounts for 1.05% of the portfolio, ranked #18.
Larson Financial Group first reported a position in MSFT in Q4 2017 and has held it in 32 quarters since. The position peaked at $42.2M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Larson Financial Group held 88,625 shares of Microsoft worth $32.8M as of Q1 2026.
- Larson Financial Group bought 9,083 Microsoft shares in Q1 2026, an estimated $3.8M.
- Microsoft made up 1.05% of Larson Financial Group's portfolio in Q1 2026, its #18 holding.
- Larson Financial Group first reported a position in Microsoft in Q4 2017 and has held it in 32 quarters since.
- Larson Financial Group's Microsoft position peaked at $42.2M in Q3 2025.
- 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.