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Orcam Financial Group’s Microsoft MSFT Stock Holding History

Orcam 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 		$235K Buy
636
+36
+6% +$15.1K 0.17% 56
2025
Q4 		$290K Hold
600
– – 0.22% 48
2025
Q3 		$311K Buy
600
+170
+40% +$86.7K 0.25% 42
2025
Q2 		$214K Buy
+430
New +$187K 0.19% 46

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

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

Orcam Financial Group increased its Microsoft (MSFT) stake by 6% in Q1 2026, buying an estimated $15.1K and bringing the position to 636 shares worth $235K. The position accounts for 0.17% of the portfolio, ranked #56.

Orcam Financial Group first reported a position in MSFT in Q2 2025 and has held it in 4 quarters since. The position peaked at $311K in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Orcam Financial Group held 636 shares of Microsoft worth $235K as of Q1 2026.
  • Orcam Financial Group bought 36 Microsoft shares in Q1 2026, an estimated $15.1K.
  • Microsoft made up 0.17% of Orcam Financial Group's portfolio in Q1 2026, its #56 holding.
  • Orcam Financial Group first reported a position in Microsoft in Q2 2025 and has held it in 4 quarters since.
  • Orcam Financial Group's Microsoft position peaked at $311K in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Orcam Financial Group's 13F filing for Q1 2026, filed 12 May 2026.