Marshall Financial Group (Pennsylvania)’s Microsoft MSFT Stock Holding History

Marshall Financial Group (Pennsylvania)’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 Q3	$573K	Buy	1,107 +15	+1%	+$7.65K	0.16%	39
2025 Q2	$543K	Hold	1,092	–	–	0.16%	41
2025 Q1	$410K	Sell	1,092 -250	-19%	-$102K	0.13%	42
2024 Q4	$566K	Hold	1,342	–	–	0.17%	40
2024 Q3	$577K	Sell	1,342 -250	-16%	-$107K	0.17%	39
2024 Q2	$712K	Sell	1,592 -400	-20%	-$169K	0.23%	34
2024 Q1	$838K	Buy	1,992 +225	+13%	+$91.1K	0.28%	33
2023 Q4	$664K	Buy	1,767 +149	+9%	+$53K	0.24%	33
2023 Q3	$511K	Sell	1,618 -974	-38%	-$322K	0.21%	35
2023 Q2	$883K	Hold	2,592	–	–	0.34%	29
2023 Q1	$747K	Hold	2,592	–	–	0.3%	32
2022 Q4	$622K	Hold	2,592	–	–	0.27%	34
2022 Q3	$604K	Buy	2,592 +73	+3%	+$19.3K	0.29%	34
2022 Q2	$647K	Hold	2,519	–	–	0.29%	33
2022 Q1	$777K	Hold	2,519	–	–	0.31%	31
2021 Q4	$847K	Hold	2,519	–	–	0.33%	32
2021 Q3	$710K	Hold	2,519	–	–	0.3%	34
2021 Q2	$682K	Hold	2,519	–	–	0.29%	33
2021 Q1	$594K	Hold	2,519	–	–	0.27%	34
2020 Q4	$560K	Sell	2,519 -61	-2%	-$13.1K	0.27%	34
2020 Q3	$543K	Buy	2,580 +61	+2%	+$12.8K	0.32%	33
2020 Q2	$513K	Hold	2,519	–	–	0.34%	32
2020 Q1	$397K	Hold	2,519	–	–	0.32%	34
2019 Q4	$397K	Sell	2,519 -330	-12%	-$48.5K	0.27%	38
2019 Q3	$396K	Hold	2,849	–	–	0.3%	35
2019 Q2	$382K	Sell	2,849 -200	-7%	-$25.4K	0.29%	37
2019 Q1	$360K	Hold	3,049	–	–	0.29%	38
2018 Q4	$310K	Buy	+3,049	New	+$327K	0.29%	39

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s MSFT Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) increased its Microsoft (MSFT) stake by 1.4% in Q3 2025, buying an estimated $7.65K and bringing the position to 1,107 shares worth $573K. The position accounts for 0.16% of the portfolio, ranked #39.

Marshall Financial Group (Pennsylvania) first reported a position in MSFT in Q4 2018 and has held it in 28 quarters since. The position peaked at $883K in Q2 2023. 5,849 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

Marshall Financial Group (Pennsylvania) held 1,107 shares of Microsoft worth $573K as of Q3 2025.
Marshall Financial Group (Pennsylvania) bought 15 Microsoft shares in Q3 2025, an estimated $7.65K.
Microsoft made up 0.16% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #39 holding.
Marshall Financial Group (Pennsylvania) first reported a position in Microsoft in Q4 2018 and has held it in 28 quarters since.
Marshall Financial Group (Pennsylvania)'s Microsoft position peaked at $883K in Q2 2023.
5,849 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.