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Leibman Financial Services’s Microsoft MSFT Stock Holding History

Leibman Financial Services’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 		– Sell
-449
Closed -$217K – 53
2025
Q4 		$217K Sell
449
-2,584
-85% -$1.29M 0.16% 50
2025
Q3 		$1.57M Sell
3,033
-3,181
-51% -$1.62M 1.19% 31
2025
Q2 		$3.09M Sell
6,214
-1,133
-15% -$492K 2.38% 20
2025
Q1 		$2.76M Buy
7,347
+3
+0% +$1.22K 2.14% 22
2024
Q4 		$3.1M Sell
7,344
-2,462
-25% -$1.05M 2.26% 18
2024
Q3 		$4.22M Buy
9,806
+51
+0.5% +$21.8K 2.99% 14
2024
Q2 		$4.36M Buy
9,755
+10
+0.1% +$4.22K 3.23% 12
2024
Q1 		$4.1M Buy
9,745
+90
+0.9% +$36.4K 3.15% 11
2023
Q4 		$3.63M Buy
+9,655
New +$3.44M 3.02% 12

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Leibman Financial Services's MSFT Position: Q1 2026 in Review

Leibman Financial Services sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 449 shares — an estimated $217K sold.

Leibman Financial Services first reported a position in MSFT in Q4 2023 and held it in 9 quarters. The position peaked at $4.36M in Q2 2024. 6,210 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Leibman Financial Services reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • Leibman Financial Services sold 449 Microsoft shares in Q1 2026, an estimated $217K.
  • Leibman Financial Services first reported a position in Microsoft in Q4 2023 and held it in 9 quarters.
  • Leibman Financial Services's Microsoft position peaked at $4.36M in Q2 2024.
  • 6,210 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Leibman Financial Services's 13F filing for Q1 2026, filed 13 Apr 2026.