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Millington Financial Advisors’s Microsoft MSFT Stock Holding History

Millington Financial Advisors’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 		$3.29M Buy
7,747
+177
+2% +$74.1K 1.39% 20
2025
Q4 		$3.04M Buy
7,570
+337
+5% +$169K 1.35% 22
2025
Q3 		$3.72M Sell
7,233
-19
-0.3% -$9.69K 1.8% 13
2025
Q2 		$3.67M Buy
7,252
+769
+12% +$334K 1.85% 13
2025
Q1 		$2.52M Buy
6,483
+372
+6% +$152K 1.55% 17
2024
Q4 		$2.51M Buy
6,111
+523
+9% +$223K 1.46% 21
2024
Q3 		$2.4M Buy
5,588
+289
+5% +$124K 1.5% 20
2024
Q2 		$2.37M Buy
5,299
+22
+0.4% +$9.29K 1.64% 18
2024
Q1 		$2.22M Buy
5,277
+327
+7% +$132K 1.58% 19
2023
Q4 		$1.86M Sell
4,950
-1,081
-18% -$385K 1.49% 16
2023
Q3 		$1.9M Buy
6,031
+294
+5% +$97.2K 1.71% 16
2023
Q2 		$1.95M Buy
5,737
+1,820
+46% +$570K 1.74% 16
2023
Q1 		$1.13M Sell
3,917
-469
-11% -$120K 1.04% 32
2022
Q4 		$1.05M Buy
+4,386
New +$1.05M 1.03% 32

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

Millington Financial Advisors's MSFT Position: Q1 2026 in Review

Millington Financial Advisors increased its Microsoft (MSFT) stake by 2.3% in Q1 2026, buying an estimated $74.1K and bringing the position to 7,747 shares worth $3.29M. The position accounts for 1.39% of the portfolio, ranked #20.

Millington Financial Advisors first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.72M in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Millington Financial Advisors held 7,747 shares of Microsoft worth $3.29M as of Q1 2026.
  • Millington Financial Advisors bought 177 Microsoft shares in Q1 2026, an estimated $74.1K.
  • Microsoft made up 1.39% of Millington Financial Advisors's portfolio in Q1 2026, its #20 holding.
  • Millington Financial Advisors first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Millington Financial Advisors's Microsoft position peaked at $3.72M in Q3 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Millington Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.