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Miller Financial Services’s Microsoft MSFT Stock Holding History

Miller Financial Services’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 		$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

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

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.