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Larson Financial Group’s Microsoft MSFT Stock Holding History

Larson 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
2024
Q4 		– Sell
-4,000
Closed -$319K – 2850
2024
Q3 		$319K Buy
+4,000
New +$1.71M 0.02% 455

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Larson Financial Group's MSFT Position: Q2 2026 in Review

Larson Financial Group reduced its Microsoft (MSFT) stake by 4.7% in Q2 2026, selling an estimated $1.68M and leaving 84,474 shares worth $31.5M. The position accounts for 0.83% of the portfolio, ranked #24.

Larson Financial Group first reported a position in MSFT in Q4 2017 and has held it in 33 quarters since. The position peaked at $42.2M in Q3 2025. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Larson Financial Group held 84,474 shares of Microsoft worth $31.5M as of Q2 2026.
  • Larson Financial Group sold 4,151 Microsoft shares in Q2 2026, an estimated $1.68M.
  • Microsoft made up 0.83% of Larson Financial Group's portfolio in Q2 2026, its #24 holding.
  • Larson Financial Group first reported a position in Microsoft in Q4 2017 and has held it in 33 quarters since.
  • Larson Financial Group's Microsoft position peaked at $42.2M in Q3 2025.
  • 6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.