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Oxford Financial Group’s Microsoft MSFT Stock Holding History

Oxford 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 		$14.4M Buy
38,887
+1,661
+4% +$695K 0.78% 20
2025
Q4 		$18M Sell
37,226
-8,306
-18% -$4.16M 0.99% 17
2025
Q3 		$23.6M Buy
45,532
+2,263
+5% +$1.15M 1.33% 17
2025
Q2 		$21.5M Sell
43,269
-1,441
-3% -$626K 1.28% 16
2025
Q1 		$16.8M Sell
44,710
-2,603
-6% -$1.06M 1.18% 15
2024
Q4 		$19.9M Sell
47,313
-12,589
-21% -$5.36M 1.29% 16
2024
Q3 		$25.8M Buy
59,902
+731
+1% +$312K 1.63% 15
2024
Q2 		$26.4M Buy
59,171
+41,649
+238% +$17.6M 1.74% 15
2024
Q1 		$7.37M Buy
17,522
+484
+3% +$196K 0.51% 27
2023
Q4 		$6.41M Sell
17,038
-104
-0.6% -$37K 0.47% 31
2023
Q3 		$5.41M Sell
17,142
-1,595
-9% -$527K 0.47% 32
2023
Q2 		$6.38M Buy
18,737
+5,446
+41% +$1.71M 0.61% 24
2023
Q1 		$3.83M Buy
13,291
+1,440
+12% +$367K 0.43% 29
2022
Q4 		$2.84M Buy
11,851
+2,939
+33% +$705K 0.33% 34
2022
Q3 		$2.08M Sell
8,912
-1,574
-15% -$416K 0.31% 32
2022
Q2 		$2.69M Buy
10,486
+733
+8% +$199K 0.4% 29
2022
Q1 		$3.01M Sell
9,753
-4,831
-33% -$1.45M 0.38% 29
2021
Q4 		$4.91M Buy
14,584
+3,939
+37% +$1.28M 0.55% 25
2021
Q3 		$3M Buy
10,645
+306
+3% +$89K 0.38% 30
2021
Q2 		$2.8M Sell
10,339
-1,652
-14% -$420K 0.38% 29
2021
Q1 		$2.83M Sell
11,991
-371
-3% -$86.1K 0.39% 27
2020
Q4 		$2.75M Buy
12,362
+262
+2% +$56.3K 0.4% 27
2020
Q3 		$2.54M Sell
12,100
-297
-2% -$62.4K 0.41% 28
2020
Q2 		$2.52M Sell
12,397
-308
-2% -$55.9K 0.43% 29
2020
Q1 		$2M Buy
+12,705
New +$2.09M 0.4% 30

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

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

Oxford Financial Group increased its Microsoft (MSFT) stake by 4.5% in Q1 2026, buying an estimated $695K and bringing the position to 38,887 shares worth $14.4M. The position accounts for 0.78% of the portfolio, ranked #20.

Oxford Financial Group first reported a position in MSFT in Q1 2020 and has held it in 25 quarters since. The position peaked at $26.4M in Q2 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Oxford Financial Group held 38,887 shares of Microsoft worth $14.4M as of Q1 2026.
  • Oxford Financial Group bought 1,661 Microsoft shares in Q1 2026, an estimated $695K.
  • Microsoft made up 0.78% of Oxford Financial Group's portfolio in Q1 2026, its #20 holding.
  • Oxford Financial Group first reported a position in Microsoft in Q1 2020 and has held it in 25 quarters since.
  • Oxford Financial Group's Microsoft position peaked at $26.4M in Q2 2024.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.