Pinnacle Financial Group’s Microsoft MSFT Stock Holding History

Pinnacle 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	$587K	Sell	1,586 -372	-19%	-$156K	0.16%	63
2025 Q4	$947K	Buy	1,958 +387	+25%	+$194K	0.27%	49
2025 Q3	$814K	Sell	1,571 -24	-2%	-$12.2K	0.25%	49
2025 Q2	$793K	Buy	1,595 +417	+35%	+$181K	0.27%	48
2025 Q1	$442K	Buy	1,178 +114	+11%	+$46.5K	0.16%	59
2024 Q4	$449K	Buy	1,064 +184	+21%	+$78.4K	0.18%	54
2024 Q3	$379K	Sell	880 -22	-2%	-$9.4K	0.15%	62
2024 Q2	$403K	Buy	+902	New	+$381K	0.17%	53
2022 Q1	–	Sell	-742	Closed	-$250K	–	68
2021 Q4	$250K	Buy	+742	New	+$241K	0.19%	59

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Pinnacle Financial Group reduced its Microsoft (MSFT) stake by 19% in Q1 2026, selling an estimated $156K and leaving 1,586 shares worth $587K. The position accounts for 0.16% of the portfolio, ranked #63.

Pinnacle Financial Group first reported a position in MSFT in Q4 2021 and has held it in 9 quarters since. The position peaked at $947K in Q4 2025. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Pinnacle Financial Group held 1,586 shares of Microsoft worth $587K as of Q1 2026.
Pinnacle Financial Group sold 372 Microsoft shares in Q1 2026, an estimated $156K.
Microsoft made up 0.16% of Pinnacle Financial Group's portfolio in Q1 2026, its #63 holding.
Pinnacle Financial Group first reported a position in Microsoft in Q4 2021 and has held it in 9 quarters since.
Pinnacle Financial Group's Microsoft position peaked at $947K in Q4 2025.
6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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