Sage Financial Management Group’s Microsoft MSFT Stock Holding History

Sage Financial Management 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	$858K	Buy	2,317 +142	+7%	+$59.4K	0.26%	29
2025 Q4	$1.05M	Buy	2,175 +109	+5%	+$54.6K	0.32%	29
2025 Q3	$1.07M	Sell	2,066 -5	-0.2%	-$2.55K	0.34%	29
2025 Q2	$1.03M	Hold	2,071	–	–	0.36%	27
2025 Q1	$777K	Hold	2,071	–	–	0.28%	29
2024 Q4	$873K	Hold	2,071	–	–	0.32%	29
2024 Q3	$891K	Buy	+2,071	New	+$885K	0.35%	27
2024 Q2	–	Sell	-2,194	Closed	-$923K	–	31
2024 Q1	$923K	Hold	2,194	–	–	0.44%	25
2023 Q4	$825K	Buy	2,194 +599	+38%	+$213K	0.44%	26
2023 Q3	$504K	Buy	+1,595	New	+$527K	0.3%	31
2023 Q2	–	Sell	-1,422	Closed	-$410K	–	18
2023 Q1	$410K	Hold	1,422	–	–	0.33%	30
2022 Q4	$341K	Sell	1,422 -78	-5%	-$18.7K	0.24%	34
2022 Q3	$349K	Hold	1,500	–	–	0.31%	26
2022 Q2	$385K	Buy	1,500 +155	+12%	+$42.1K	0.27%	29
2022 Q1	$415K	Buy	1,345 +319	+31%	+$96K	0.28%	25
2021 Q4	$345K	Buy	+1,026	New	+$333K	0.23%	23
2021 Q3	–	Sell	-1,098	Closed	-$297K	–	18
2021 Q2	$297K	Hold	1,098	–	–	0.27%	21
2021 Q1	$259K	Sell	1,098 -58	-5%	-$13.5K	0.2%	26
2020 Q4	$257K	Buy	+1,156	New	+$249K	0.2%	26

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

Sage Financial Management Group's MSFT Position: Q1 2026 in Review

Sage Financial Management Group increased its Microsoft (MSFT) stake by 6.5% in Q1 2026, buying an estimated $59.4K and bringing the position to 2,317 shares worth $858K. The position accounts for 0.26% of the portfolio, ranked #29.

Sage Financial Management Group first reported a position in MSFT in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.07M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Sage Financial Management Group held 2,317 shares of Microsoft worth $858K as of Q1 2026.
Sage Financial Management Group bought 142 Microsoft shares in Q1 2026, an estimated $59.4K.
Microsoft made up 0.26% of Sage Financial Management Group's portfolio in Q1 2026, its #29 holding.
Sage Financial Management Group first reported a position in Microsoft in Q4 2020 and has held it in 19 quarters since.
Sage Financial Management Group's Microsoft position peaked at $1.07M in Q3 2025.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Sage Financial Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.