Raymond James Financial
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Raymond James Financial’s Microsoft MSFT Stock Holding History

Raymond James 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
Q1 		$3.56M Buy
10,200
+5,800
+132% +$2.43M ﹤0.01% 2881
2025
Q4 		$1.87M Buy
4,400
+3,000
+214% +$1.5M ﹤0.01% 3326
2025
Q3 		$545K Hold
1,400
– – ﹤0.01% 4072
2025
Q2 		$540K Sell
1,400
-4,100
-75% -$1.78M ﹤0.01% 3962
2025
Q1 		$2.02M Buy
5,500
+4,400
+400% +$1.79M ﹤0.01% 2978
2024
Q4 		$412K Buy
+1,100
New +$469K ﹤0.01% 4016

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

Raymond James Financial's MSFT Position: Q1 2026 in Review

Raymond James Financial increased its Microsoft (MSFT) stake by 2.8% in Q1 2026, buying an estimated $202M and bringing the position to 17,738,222 shares worth $6.56B. The position accounts for 2.02% of the portfolio, ranked #4.

Raymond James Financial first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.86B in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Raymond James Financial held 17,738,222 shares of Microsoft worth $6.56B as of Q1 2026.
  • Raymond James Financial bought 482,315 Microsoft shares in Q1 2026, an estimated $202M.
  • Microsoft made up 2.02% of Raymond James Financial's portfolio in Q1 2026, its #4 holding.
  • Raymond James Financial first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Microsoft position peaked at $8.86B in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.