PF
MSFT icon

Phoenix Financial’s Microsoft MSFT Stock Holding History

Phoenix 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
2024
Q2 		– Sell
-11,100
Closed -$4.67K – 409
2024
Q1 		$4.67K Sell
11,100
-9,400
-46% -$3.81M ﹤0.01% 412
2023
Q4 		$7.71K Buy
20,500
+18,400
+876% +$6.55M ﹤0.01% 328
2023
Q3 		$663K Buy
+2,100
New +$694K 0.01% 249

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

Phoenix Financial's MSFT Position: Q1 2026 in Review

Phoenix Financial increased its Microsoft (MSFT) stake by 11% in Q1 2026, buying an estimated $30.2M and bringing the position to 749,341 shares worth $277M. The position accounts for 2.63% of the portfolio, ranked #10.

Phoenix Financial first reported a position in MSFT in Q3 2019 and has held it in 27 quarters since. The position peaked at $369M in Q2 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Phoenix Financial held 749,341 shares of Microsoft worth $277M as of Q1 2026.
  • Phoenix Financial bought 72,071 Microsoft shares in Q1 2026, an estimated $30.2M.
  • Microsoft made up 2.63% of Phoenix Financial's portfolio in Q1 2026, its #10 holding.
  • Phoenix Financial first reported a position in Microsoft in Q3 2019 and has held it in 27 quarters since.
  • Phoenix Financial's Microsoft position peaked at $369M in Q2 2025.
  • 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.