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Pacific Sun Financial’s Microsoft MSFT Stock Holding History

Pacific Sun Financial’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 		$2.03M Buy
5,487
+521
+10% +$218K 0.98% 22
2025
Q4 		$2.4M Sell
4,966
-28
-0.6% -$14K 1.16% 15
2025
Q3 		$2.59M Buy
4,994
+18
+0.4% +$9.18K 1.25% 14
2025
Q2 		$2.48M Buy
4,976
+85
+2% +$36.9K 1.29% 14
2025
Q1 		$1.84M Buy
4,891
+520
+12% +$212K 1.04% 24
2024
Q4 		$1.84M Buy
4,371
+59
+1% +$25.1K 1% 26
2024
Q3 		$1.86M Buy
4,312
+22
+0.5% +$9.4K 1.02% 25
2024
Q2 		$1.92M Sell
4,290
-8
-0.2% -$3.38K 1.13% 22
2024
Q1 		$1.81M Buy
4,298
+1,924
+81% +$779K 1.05% 23
2023
Q4 		$893K Sell
2,374
-5
-0.2% -$1.78K 0.56% 54
2023
Q3 		$751K Buy
2,379
+18
+0.8% +$5.95K 0.52% 57
2023
Q2 		$681K Buy
+2,361
New +$740K 0.46% 68
2022
Q4 		$563K Sell
2,346
-2,140
-48% -$514K 0.4% 75
2022
Q3 		$1.04M Sell
4,486
-202
-4% -$53.3K 0.73% 39
2022
Q2 		$1.2M Buy
4,688
+80
+2% +$21.7K 0.79% 38
2022
Q1 		$1.42M Buy
4,608
+30
+0.7% +$9.03K 0.78% 37
2021
Q4 		$1.54M Buy
4,578
+89
+2% +$28.9K 0.82% 37
2021
Q3 		$1.27M Buy
+4,489
New +$1.31M 0.73% 47
2020
Q3 		$792K Buy
3,768
+113
+3% +$23.7K 0.66% 52
2020
Q2 		$744K Buy
3,655
+2
+0.1% +$363 0.67% 54
2020
Q1 		$576K Sell
3,653
-57
-2% -$9.37K 0.66% 55
2019
Q4 		$585K Hold
3,710
– – 0.52% 68
2019
Q3 		$516K Buy
3,710
+41
+1% +$5.64K 0.49% 73
2019
Q2 		$491K Buy
+3,669
New +$466K 0.47% 75
2018
Q2 		$384K Hold
3,529
– – 0.4% 86
2018
Q1 		$322K Sell
3,529
-252
-7% -$23K 0.43% 81
2017
Q4 		$323K Buy
+3,781
New +$310K 0.18% 102

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

Pacific Sun Financial's MSFT Position: Q1 2026 in Review

Pacific Sun Financial increased its Microsoft (MSFT) stake by 10% in Q1 2026, buying an estimated $218K and bringing the position to 5,487 shares worth $2.03M. The position accounts for 0.98% of the portfolio, ranked #22.

Pacific Sun Financial first reported a position in MSFT in Q4 2017 and has held it in 27 quarters since. The position peaked at $2.59M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Pacific Sun Financial held 5,487 shares of Microsoft worth $2.03M as of Q1 2026.
  • Pacific Sun Financial bought 521 Microsoft shares in Q1 2026, an estimated $218K.
  • Microsoft made up 0.98% of Pacific Sun Financial's portfolio in Q1 2026, its #22 holding.
  • Pacific Sun Financial first reported a position in Microsoft in Q4 2017 and has held it in 27 quarters since.
  • Pacific Sun Financial's Microsoft position peaked at $2.59M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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