Miller Financial Services’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$971K Buy
2,623
+295
+13% +$123K 1.06% 29
2025
Q4
$1.17M Sell
2,328
-828
-26% -$415K 1.37% 21
2025
Q3
$1.63M Sell
3,156
-33
-1% -$16.8K 1.89% 13
2025
Q2
$1.59M Sell
3,189
-22
-0.7% -$9.55K 2.02% 13
2025
Q1
$1.21M Sell
3,211
-1,786
-36% -$728K 1.73% 16
2024
Q4
$2.11M Buy
+4,997
New +$2.13M 1.78% 8

Other funds holding MSFT

Miller Financial Services's MSFT Position: Q1 2026 in Review

Miller Financial Services increased its Microsoft (MSFT) stake by 13% in Q1 2026, buying an estimated $123K and bringing the position to 2,623 shares worth $971K. The position accounts for 1.06% of the portfolio, ranked #29.

Miller Financial Services first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.11M in Q4 2024. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Miller Financial Services held 2,623 shares of Microsoft worth $971K as of Q1 2026.
  • Miller Financial Services bought 295 Microsoft shares in Q1 2026, an estimated $123K.
  • Microsoft made up 1.06% of Miller Financial Services's portfolio in Q1 2026, its #29 holding.
  • Miller Financial Services first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Miller Financial Services's Microsoft position peaked at $2.11M in Q4 2024.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Miller Financial Services's 13F filing for Q1 2026, filed 4 May 2026.