MFG
MSFT icon

Midwest Financial Group’s Microsoft MSFT Stock Holding History

Midwest 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 		$3.71M Buy
10,023
+840
+9% +$351K 1.58% 19
2025
Q4 		$4.44M Sell
9,183
-201
-2% -$101K 1.96% 16
2025
Q3 		$4.86M Sell
9,384
-23
-0.2% -$11.7K 2.32% 12
2025
Q2 		$4.68M Buy
9,407
+181
+2% +$78.6K 2.46% 11
2025
Q1 		$3.46M Sell
9,226
-216
-2% -$88.1K 2.01% 15
2024
Q4 		$3.98M Buy
9,442
+62
+0.7% +$26.4K 2.29% 14
2024
Q3 		$4.04M Sell
9,380
-137
-1% -$58.6K 2.37% 13
2024
Q2 		$4.25M Buy
9,517
+303
+3% +$128K 2.71% 11
2024
Q1 		$3.88M Buy
9,214
+2
+0% +$810 2.6% 12
2023
Q4 		$3.46M Buy
9,212
+304
+3% +$108K 2.59% 10
2023
Q3 		$2.81M Buy
8,908
+129
+1% +$42.6K 2.38% 11
2023
Q2 		$2.99M Sell
8,779
-113
-1% -$35.4K 2.53% 10
2023
Q1 		$2.56M Buy
+8,892
New +$2.27M 2.36% 11

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

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

Midwest Financial Group increased its Microsoft (MSFT) stake by 9.1% in Q1 2026, buying an estimated $351K and bringing the position to 10,023 shares worth $3.71M. The position accounts for 1.58% of the portfolio, ranked #19.

Midwest Financial Group first reported a position in MSFT in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.86M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Midwest Financial Group held 10,023 shares of Microsoft worth $3.71M as of Q1 2026.
  • Midwest Financial Group bought 840 Microsoft shares in Q1 2026, an estimated $351K.
  • Microsoft made up 1.58% of Midwest Financial Group's portfolio in Q1 2026, its #19 holding.
  • Midwest Financial Group first reported a position in Microsoft in Q1 2023 and has held it in 13 quarters since.
  • Midwest Financial Group's Microsoft position peaked at $4.86M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.