Mach-1 Financial Group
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Mach-1 Financial Group’s Microsoft MSFT Stock Holding History

Mach-1 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
2026
Q3 		$1.96M Buy
3,813
+782
+26% +$362K 0.74% 26
2026
Q2 		$1.13M Sell
3,031
-2,766
-48% -$1.12M 0.44% 33
2026
Q1 		$2.15M Sell
5,797
-16,335
-74% -$6.84M 0.76% 28
2025
Q4 		$10.7M Buy
22,132
+5,517
+33% +$2.76M 2.2% 11
2025
Q3 		$8.61M Buy
16,615
+9,398
+130% +$4.79M 1.37% 18
2025
Q2 		$3.59M Buy
7,217
+199
+3% +$86.4K 1.05% 26
2025
Q1 		$2.64M Buy
7,018
+1,489
+27% +$607K 0.79% 30
2024
Q4 		$2.33M Buy
5,529
+912
+20% +$388K 4.2% 5
2024
Q3 		$1.99M Buy
4,617
+560
+14% +$239K 1.22% 21
2024
Q2 		$1.81M Buy
4,057
+250
+7% +$106K 1.22% 22
2024
Q1 		$1.6M Sell
3,807
-12,378
-76% -$5.01M 1.22% 19
2023
Q4 		$6.09M Buy
16,185
+6,793
+72% +$2.42M 2.31% 5
2023
Q3 		$2.97M Buy
9,392
+2,114
+29% +$699K 1.23% 20
2023
Q2 		$2.48M Buy
7,278
+3,443
+90% +$1.08M 0.7% 27
2023
Q1 		$763K Sell
3,835
-7,447
-66% -$1.9M 4.85% 4
2022
Q4 		$2.71M Buy
11,282
+7,923
+236% +$1.9M 0.89% 15
2022
Q3 		$782K Sell
3,359
-11
-0.3% -$2.9K 0.82% 12
2022
Q2 		$865K Buy
3,370
+2,656
+372% +$721K 0.58% 14
2022
Q1 		$220K Sell
714
-25
-3% -$7.52K 0.15% 26
2021
Q4 		$248K Buy
+739
New +$240K 0.16% 24
2021
Q3 		– Sell
-688
Closed -$186K – 97
2021
Q2 		$186K Sell
688
-1
-0.1% -$254 0.13% 22
2021
Q1 		$162K Buy
+689
New +$160K 0.13% 24

Other funds holding MSFT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Mach-1 Financial Group's MSFT Position: Q3 2026 in Review

Mach-1 Financial Group increased its Microsoft (MSFT) stake by 26% in Q3 2026, buying an estimated $362K and bringing the position to 3,813 shares worth $1.96M. The position accounts for 0.74% of the portfolio, ranked #26.

Mach-1 Financial Group first reported a position in MSFT in Q1 2021 and has held it in 22 quarters since. The position peaked at $10.7M in Q4 2025. 4,980 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Mach-1 Financial Group held 3,813 shares of Microsoft worth $1.96M as of Q3 2026.
  • Mach-1 Financial Group bought 782 Microsoft shares in Q3 2026, an estimated $362K.
  • Microsoft made up 0.74% of Mach-1 Financial Group's portfolio in Q3 2026, its #26 holding.
  • Mach-1 Financial Group first reported a position in Microsoft in Q1 2021 and has held it in 22 quarters since.
  • Mach-1 Financial Group's Microsoft position peaked at $10.7M in Q4 2025.
  • 4,980 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Mach-1 Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.