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Seneca Financial Advisors’s Microsoft MSFT Stock Holding History

Seneca Financial Advisors’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 		$1.18M Buy
3,184
+9
+0.3% +$3.77K 0.35% 32
2025
Q4 		$1.54M Sell
3,175
-286
-8% -$143K 0.47% 28
2025
Q3 		$1.79M Sell
3,461
-21
-0.6% -$10.7K 0.59% 23
2025
Q2 		$1.73M Sell
3,482
-1
-0% -$434 0.67% 24
2025
Q1 		$1.31M Sell
3,483
-75
-2% -$30.6K 0.63% 27
2024
Q4 		$1.5M Hold
3,558
– – 0.74% 22
2024
Q3 		$1.53M Sell
3,558
-176
-5% -$75.2K 0.74% 24
2024
Q2 		$1.67M Buy
3,734
+78
+2% +$32.9K 0.86% 20
2024
Q1 		$1.54M Sell
3,656
-34
-0.9% -$13.8K 0.82% 24
2023
Q4 		$1.39M Sell
3,690
-4
-0.1% -$1.42K 0.81% 26
2023
Q3 		$1.17M Sell
3,694
-98
-3% -$32.4K 0.8% 23
2023
Q2 		$1.29M Sell
3,792
-178
-4% -$55.8K 0.86% 22
2023
Q1 		$1.14M Buy
3,970
+935
+31% +$239K 0.74% 24
2022
Q4 		$728K Sell
3,035
-15
-0.5% -$3.6K 0.46% 27
2022
Q3 		$710K Buy
3,050
+16
+0.5% +$4.22K 0.51% 26
2022
Q2 		$779K Sell
3,034
-3
-0.1% -$814 0.52% 29
2022
Q1 		$936K Sell
3,037
-49
-2% -$14.7K 0.57% 27
2021
Q4 		$1.04M Buy
3,086
+1,824
+145% +$591K 0.61% 24
2021
Q3 		$356K Buy
1,262
+5
+0.4% +$1.46K 0.24% 31
2021
Q2 		$341K Sell
1,257
-54
-4% -$13.7K 0.22% 33
2021
Q1 		$309K Buy
1,311
+108
+9% +$25.1K 0.22% 33
2020
Q4 		$268K Buy
+1,203
New +$259K 0.2% 34

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

Seneca Financial Advisors's MSFT Position: Q1 2026 in Review

Seneca Financial Advisors increased its Microsoft (MSFT) stake by 0.28% in Q1 2026, buying an estimated $3.77K and bringing the position to 3,184 shares worth $1.18M. The position accounts for 0.35% of the portfolio, ranked #32.

Seneca Financial Advisors first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.79M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Seneca Financial Advisors held 3,184 shares of Microsoft worth $1.18M as of Q1 2026.
  • Seneca Financial Advisors bought 9 Microsoft shares in Q1 2026, an estimated $3.77K.
  • Microsoft made up 0.35% of Seneca Financial Advisors's portfolio in Q1 2026, its #32 holding.
  • Seneca Financial Advisors first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Seneca Financial Advisors's Microsoft position peaked at $1.79M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.