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Schaeffer Financial’s Microsoft MSFT Stock Holding History

Schaeffer 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 		$868K Hold
2,344
– – 0.73% 10
2025
Q4 		$1.13M Buy
+2,344
New +$1.17M 0.99% 9

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

Schaeffer Financial's MSFT Position: Q1 2026 in Review

Schaeffer Financial held its Microsoft (MSFT) position steady in Q1 2026 at 2,344 shares worth $868K. The position accounts for 0.73% of the portfolio, ranked #10.

Schaeffer Financial first reported a position in MSFT in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.13M in Q4 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Schaeffer Financial held 2,344 shares of Microsoft worth $868K as of Q1 2026.
  • Schaeffer Financial left its Microsoft share count unchanged in Q1 2026.
  • Microsoft made up 0.73% of Schaeffer Financial's portfolio in Q1 2026, its #10 holding.
  • Schaeffer Financial first reported a position in Microsoft in Q4 2025 and has held it in 2 quarters since.
  • Schaeffer Financial's Microsoft position peaked at $1.13M in Q4 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Schaeffer Financial's 13F filing for Q1 2026, filed 27 Apr 2026.