Penney Financial’s Microsoft MSFT Stock Holding History

Penney 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 Q3	$961K	Buy	1,873 +12	+0.6%	+$5.55K	0.28%	23
2026 Q2	$694K	Hold	1,861	–	–	0.24%	33
2026 Q1	$689K	Sell	1,861 -29	-2%	-$12.1K	0.26%	31
2025 Q4	$914K	Hold	1,890	–	–	0.35%	25
2025 Q3	$979K	Buy	1,890 +154	+9%	+$78.6K	0.44%	23
2025 Q2	$864K	Hold	1,736	–	–	0.44%	21
2025 Q1	$652K	Hold	1,736	–	–	0.43%	19
2024 Q4	$732K	Buy	1,736 +40	+2%	+$17K	0.49%	19
2024 Q3	$730K	Buy	1,696 +107	+7%	+$45.7K	0.5%	18
2024 Q2	$710K	Hold	1,589	–	–	0.52%	17
2024 Q1	$669K	Hold	1,589	–	–	0.49%	19
2023 Q4	$598K	Buy	+1,589	New	+$566K	0.49%	21

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Penney Financial's MSFT Position: Q3 2026 in Review

Penney Financial increased its Microsoft (MSFT) stake by 0.64% in Q3 2026, buying an estimated $5.55K and bringing the position to 1,873 shares worth $961K. The position accounts for 0.28% of the portfolio, ranked #23.

Penney Financial first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. The position peaked at $979K in Q3 2025. 3,133 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Penney Financial held 1,873 shares of Microsoft worth $961K as of Q3 2026.
Penney Financial bought 12 Microsoft shares in Q3 2026, an estimated $5.55K.
Microsoft made up 0.28% of Penney Financial's portfolio in Q3 2026, its #23 holding.
Penney Financial first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
Penney Financial's Microsoft position peaked at $979K in Q3 2025.
3,133 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Penney Financial's 13F filing for Q3 2026, filed 20 Oct 2026.