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Mather Group’s Microsoft MSFT Stock Holding History

Mather 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 		$161K Hold
2,200
– – ﹤0.01% 780
2025
Q4 		$84.9K Hold
2,200
– – ﹤0.01% 634
2025
Q3 		$41.4K Sell
2,200
-400
-15% -$204K ﹤0.01% 948
2025
Q2 		$12.3K Buy
+2,600
New +$1.13M ﹤0.01% 608

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

Mather Group's MSFT Position: Q1 2026 in Review

Mather Group reduced its Microsoft (MSFT) stake by 1.9% in Q1 2026, selling an estimated $741K and leaving 89,968 shares worth $33.3M. The position accounts for 0.33% of the portfolio, ranked #38.

Mather Group first reported a position in MSFT in Q1 2019 and has held it in 27 quarters since. The position peaked at $47.1M in Q3 2025. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Mather Group held 89,968 shares of Microsoft worth $33.3M as of Q1 2026.
  • Mather Group sold 1,770 Microsoft shares in Q1 2026, an estimated $741K.
  • Microsoft made up 0.33% of Mather Group's portfolio in Q1 2026, its #38 holding.
  • Mather Group first reported a position in Microsoft in Q1 2019 and has held it in 27 quarters since.
  • Mather Group's Microsoft position peaked at $47.1M in Q3 2025.
  • 6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.