Pinney & Scofield’s Microsoft MSFT Stock Holding History

Pinney & Scofield’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	$519K	Hold	1,011	–	–	0.24%	39
2026 Q2	$377K	Hold	1,011	–	–	0.18%	39
2026 Q1	$374K	Hold	1,011	–	–	0.2%	35
2025 Q4	$489K	Sell	1,011 -31	-3%	-$15.5K	0.28%	30
2025 Q3	$540K	Hold	1,042	–	–	0.34%	27
2025 Q2	$518K	Buy	1,042 +68	+7%	+$29.5K	0.35%	27
2025 Q1	$366K	Sell	974 -40	-4%	-$16.3K	0.26%	33
2024 Q4	$427K	Buy	+1,014	New	+$432K	0.32%	31

Other funds holding MSFT

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pinney & Scofield's MSFT Position: Q3 2026 in Review

Pinney & Scofield held its Microsoft (MSFT) position steady in Q3 2026 at 1,011 shares worth $519K. The position accounts for 0.24% of the portfolio, ranked #39.

Pinney & Scofield first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. The position peaked at $540K in Q3 2025. 5,404 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Pinney & Scofield held 1,011 shares of Microsoft worth $519K as of Q3 2026.
Pinney & Scofield left its Microsoft share count unchanged in Q3 2026.
Microsoft made up 0.24% of Pinney & Scofield's portfolio in Q3 2026, its #39 holding.
Pinney & Scofield first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
Pinney & Scofield's Microsoft position peaked at $540K in Q3 2025.
5,404 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Pinney & Scofield's 13F filing for Q3 2026, filed 12 Nov 2026.