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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
2025
Q2 		– Sell
-800
Closed -$11.6K – 3424
2025
Q1 		$11.6K Buy
+800
New +$326K ﹤0.01% 1578

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

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.