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SevenBridge Financial Group’s Microsoft MSFT Stock Holding History

SevenBridge Financial 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
2017
Q4 		– Sell
-20
Closed -$16K – 633
2017
Q3 		$16K Hold
20
– – 0.01% 396
2017
Q2 		$10K Hold
20
– – 0.01% 457
2017
Q1 		$7K Hold
20
– – ﹤0.01% 471
2016
Q4 		$2K Buy
+20
New +$1.2K ﹤0.01% 585

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

SevenBridge Financial Group's MSFT Position: Q1 2026 in Review

SevenBridge Financial Group reduced its Microsoft (MSFT) stake by 1.2% in Q1 2026, selling an estimated $238K and leaving 47,386 shares worth $20.5M. The position accounts for 3.21% of the portfolio, ranked #4.

SevenBridge Financial Group first reported a position in MSFT in Q2 2016 and has held it in 40 quarters since. The position peaked at $27.6M in Q2 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • SevenBridge Financial Group held 47,386 shares of Microsoft worth $20.5M as of Q1 2026.
  • SevenBridge Financial Group sold 569 Microsoft shares in Q1 2026, an estimated $238K.
  • Microsoft made up 3.21% of SevenBridge Financial Group's portfolio in Q1 2026, its #4 holding.
  • SevenBridge Financial Group first reported a position in Microsoft in Q2 2016 and has held it in 40 quarters since.
  • SevenBridge Financial Group's Microsoft position peaked at $27.6M in Q2 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.