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My Personal CFO LLC’s Microsoft MSFT Stock Holding History

My Personal CFO LLC’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
Q3 		$21.4M Sell
41,679
-10,368
-20% -$4.79M 7.67% 2
2026
Q2 		$19.4M Buy
52,047
+3,824
+8% +$1.55M 7.58% 2
2026
Q1 		$17.9M Buy
48,223
+1,903
+4% +$796K 7.82% 2
2025
Q4 		$22.4M Buy
46,320
+45,044
+3,530% +$22.6M 9.35% 2
2025
Q3 		$661K Sell
1,276
-35,042
-96% -$17.9M 0.26% 51
2025
Q2 		$18.1M Sell
36,318
-8,392
-19% -$3.64M 8.21% 2
2025
Q1 		$16.8M Buy
44,710
+1,706
+4% +$696K 8.45% 2
2024
Q4 		$18.1M Buy
43,004
+4,639
+12% +$1.98M 9.29% 2
2024
Q3 		$16.5M Sell
38,365
-1,452
-4% -$621K 9.05% 2
2024
Q2 		$17.8M Buy
39,817
+12,012
+43% +$5.07M 9.5% 2
2024
Q1 		$11.7M Buy
27,805
+254
+0.9% +$103K 6.74% 3
2023
Q4 		$10.4M Sell
27,551
-3,278
-11% -$1.17M 6.75% 3
2023
Q3 		$9.73M Buy
30,829
+850
+3% +$281K 7.86% 2
2023
Q2 		$10.2M Sell
29,979
-5,319
-15% -$1.67M 8.02% 2
2023
Q1 		$10.2M Buy
35,298
+10,982
+45% +$2.8M 8.69% 2
2022
Q4 		$8.15M Buy
24,316
+1,048
+5% +$252K 7.52% 3
2022
Q3 		$5.42M Sell
23,268
-5,659
-20% -$1.49M 8.23% 2
2022
Q2 		$7.43M Sell
28,927
-2,315
-7% -$628K 9.54% 3
2022
Q1 		$9.63M Sell
31,242
-3,291
-10% -$990K 9.97% 3
2021
Q4 		$11.6M Buy
+34,533
New +$11.2M 10.12% 2

Other funds holding MSFT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

My Personal CFO LLC's MSFT Position: Q3 2026 in Review

My Personal CFO LLC reduced its Microsoft (MSFT) stake by 20% in Q3 2026, selling an estimated $4.79M and leaving 41,679 shares worth $21.4M. The position accounts for 7.67% of the portfolio, ranked #2.

My Personal CFO LLC first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. The position peaked at $22.4M in Q4 2025. 808 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • My Personal CFO LLC held 41,679 shares of Microsoft worth $21.4M as of Q3 2026.
  • My Personal CFO LLC sold 10,368 Microsoft shares in Q3 2026, an estimated $4.79M.
  • Microsoft made up 7.67% of My Personal CFO LLC's portfolio in Q3 2026, its #2 holding.
  • My Personal CFO LLC first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • My Personal CFO LLC's Microsoft position peaked at $22.4M in Q4 2025.
  • 808 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on My Personal CFO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.