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Michels Family Financial’s Microsoft MSFT Stock Holding History

Michels Family Financial’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 		$1.17M Buy
3,156
+238
+8% +$99.6K 0.84% 36
2025
Q4 		$1.41M Buy
2,918
+469
+19% +$235K 1.04% 27
2025
Q3 		$1.27M Sell
2,449
-45
-2% -$23K 0.99% 27
2025
Q2 		$1.24M Sell
2,494
-52
-2% -$22.6K 1.06% 27
2025
Q1 		$956K Buy
2,546
+195
+8% +$79.5K 0.86% 34
2024
Q4 		$991K Buy
+2,351
New +$1M 0.91% 30

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

Michels Family Financial's MSFT Position: Q1 2026 in Review

Michels Family Financial increased its Microsoft (MSFT) stake by 8.2% in Q1 2026, buying an estimated $99.6K and bringing the position to 3,156 shares worth $1.17M. The position accounts for 0.84% of the portfolio, ranked #36.

Michels Family Financial first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.41M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Michels Family Financial held 3,156 shares of Microsoft worth $1.17M as of Q1 2026.
  • Michels Family Financial bought 238 Microsoft shares in Q1 2026, an estimated $99.6K.
  • Microsoft made up 0.84% of Michels Family Financial's portfolio in Q1 2026, its #36 holding.
  • Michels Family Financial first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Michels Family Financial's Microsoft position peaked at $1.41M in Q4 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.