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Marmo Financial Group’s Microsoft MSFT Stock Holding History

Marmo 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
Q1 		$424K Buy
1,144
+1
+0.1% +$418 0.21% 27
2025
Q4 		$553K Sell
1,143
-5
-0.4% -$2.51K 0.26% 26
2025
Q3 		$595K Buy
1,148
+19
+2% +$9.69K 0.29% 22
2025
Q2 		$561K Buy
1,129
+51
+5% +$22.1K 0.28% 21
2025
Q1 		$405K Sell
1,078
-14
-1% -$5.71K 0.22% 22
2024
Q4 		$460K Buy
1,092
+19
+2% +$8.09K 0.25% 21
2024
Q3 		$462K Hold
1,073
– – 0.25% 21
2024
Q2 		$480K Hold
1,073
– – 0.29% 21
2024
Q1 		$451K Buy
1,073
+86
+9% +$34.8K 0.27% 21
2023
Q4 		$371K Buy
987
+27
+3% +$9.61K 0.28% 15
2023
Q3 		$303K Sell
960
-15
-2% -$4.96K 0.29% 14
2023
Q2 		$332K Hold
975
– – 0.3% 14
2023
Q1 		$281K Buy
975
+15
+2% +$3.83K 0.27% 15
2022
Q4 		$230K Buy
+960
New +$230K 0.22% 15

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

Marmo Financial Group's MSFT Position: Q1 2026 in Review

Marmo Financial Group increased its Microsoft (MSFT) stake by 0.09% in Q1 2026, buying an estimated $418 and bringing the position to 1,144 shares worth $424K. The position accounts for 0.21% of the portfolio, ranked #27.

Marmo Financial Group first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $595K in Q3 2025. 6,180 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Marmo Financial Group held 1,144 shares of Microsoft worth $424K as of Q1 2026.
  • Marmo Financial Group bought 1 Microsoft share in Q1 2026, an estimated $418.
  • Microsoft made up 0.21% of Marmo Financial Group's portfolio in Q1 2026, its #27 holding.
  • Marmo Financial Group first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Marmo Financial Group's Microsoft position peaked at $595K in Q3 2025.
  • 6,180 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Marmo Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.