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Personal CFO Solutions’s Microsoft MSFT Stock Holding History

Personal CFO Solutions’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 		$12.8M Sell
34,622
-1,033
-3% -$432K 1.8% 9
2025
Q4 		$17.2M Buy
35,655
+978
+3% +$490K 2.74% 4
2025
Q3 		$18M Buy
34,677
+1,674
+5% +$854K 3.15% 3
2025
Q2 		$16.4M Buy
33,003
+1,166
+4% +$506K 3.04% 3
2025
Q1 		$12M Buy
31,837
+959
+3% +$391K 2.43% 4
2024
Q4 		$13M Buy
30,878
+439
+1% +$187K 2.56% 5
2024
Q3 		$13.1M Sell
30,439
-993
-3% -$424K 1.83% 6
2024
Q2 		$14M Buy
31,432
+209
+0.7% +$88.3K 2.16% 5
2024
Q1 		$13.1M Buy
31,223
+739
+2% +$299K 2.05% 5
2023
Q4 		$11.5M Buy
30,484
+2,917
+11% +$1.04M 1.98% 5
2023
Q3 		$8.7M Buy
27,567
+473
+2% +$156K 1.72% 9
2023
Q2 		$9.23M Sell
27,094
-885
-3% -$277K 1.87% 10
2023
Q1 		$8.07M Sell
27,979
-13
-0% -$3.32K 1.67% 8
2022
Q4 		$6.71M Buy
27,992
+803
+3% +$193K 1.42% 10
2022
Q3 		$6.33M Buy
27,189
+130
+0.5% +$34.3K 1.59% 12
2022
Q2 		$6.95M Buy
27,059
+1,262
+5% +$343K 1.63% 11
2022
Q1 		$7.95M Sell
25,797
-250
-1% -$75.2K 1.57% 11
2021
Q4 		$8.76M Buy
26,047
+1,369
+6% +$444K 1.64% 12
2021
Q3 		$6.96M Sell
24,678
-4,691
-16% -$1.36M 1.43% 14
2021
Q2 		$7.96M Sell
29,369
-771
-3% -$196K 1.63% 12
2021
Q1 		$7.11M Buy
30,140
+969
+3% +$225K 1.54% 11
2020
Q4 		$6.49M Buy
29,171
+1,437
+5% +$309K 1.61% 8
2020
Q3 		$6K Sell
27,734
-2,528
-8% -$531K 2% 8
2020
Q2 		$6.16M Buy
30,262
+55
+0.2% +$9.98K 1.82% 7
2020
Q1 		$4.76M Buy
30,207
+3,922
+15% +$645K 1.71% 8
2019
Q4 		$4.18M Sell
26,285
-1,637
-6% -$240K 1.2% 12
2019
Q3 		$3.89M Buy
+27,922
New +$3.84M 1.55% 8

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

Personal CFO Solutions's MSFT Position: Q1 2026 in Review

Personal CFO Solutions reduced its Microsoft (MSFT) stake by 2.9% in Q1 2026, selling an estimated $432K and leaving 34,622 shares worth $12.8M. The position accounts for 1.8% of the portfolio, ranked #9.

Personal CFO Solutions first reported a position in MSFT in Q3 2019 and has held it in 27 quarters since. The position peaked at $18M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Personal CFO Solutions held 34,622 shares of Microsoft worth $12.8M as of Q1 2026.
  • Personal CFO Solutions sold 1,033 Microsoft shares in Q1 2026, an estimated $432K.
  • Microsoft made up 1.8% of Personal CFO Solutions's portfolio in Q1 2026, its #9 holding.
  • Personal CFO Solutions first reported a position in Microsoft in Q3 2019 and has held it in 27 quarters since.
  • Personal CFO Solutions's Microsoft position peaked at $18M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.