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Safe Harbor Fiduciary’s Microsoft MSFT Stock Holding History

Safe Harbor Fiduciary’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 		$2.26M Buy
6,107
+227
+4% +$95K 2.15% 13
2025
Q4 		$2.84M Buy
+5,880
New +$2.95M 2.51% 10
2025
Q2 		$2.68M Sell
5,397
-142
-3% -$61.7K 2.52% 9
2025
Q1 		$2.08M Buy
5,539
+4,354
+367% +$1.78M 2.15% 11
2024
Q4 		$500K Buy
1,185
+74
+7% +$31.5K 0.51% 37
2024
Q3 		$478K Buy
+1,111
New +$475K 0.45% 46

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

Safe Harbor Fiduciary's MSFT Position: Q1 2026 in Review

Safe Harbor Fiduciary increased its Microsoft (MSFT) stake by 3.9% in Q1 2026, buying an estimated $95K and bringing the position to 6,107 shares worth $2.26M. The position accounts for 2.15% of the portfolio, ranked #13.

Safe Harbor Fiduciary first reported a position in MSFT in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.84M in Q4 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Safe Harbor Fiduciary held 6,107 shares of Microsoft worth $2.26M as of Q1 2026.
  • Safe Harbor Fiduciary bought 227 Microsoft shares in Q1 2026, an estimated $95K.
  • Microsoft made up 2.15% of Safe Harbor Fiduciary's portfolio in Q1 2026, its #13 holding.
  • Safe Harbor Fiduciary first reported a position in Microsoft in Q3 2024 and has held it in 6 quarters since.
  • Safe Harbor Fiduciary's Microsoft position peaked at $2.84M in Q4 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.