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Souders Financial Advisors’s Microsoft MSFT Stock Holding History

Souders 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 		$10.3M Buy
27,887
+2,353
+9% +$985K 1.18% 27
2025
Q4 		$12.3M Buy
25,534
+788
+3% +$395K 1.41% 18
2025
Q3 		$12.8M Buy
24,746
+732
+3% +$373K 1.52% 18
2025
Q2 		$11.9M Buy
24,014
+1,133
+5% +$492K 1.52% 18
2025
Q1 		$8.59M Sell
22,881
-2,372
-9% -$967K 1.2% 24
2024
Q4 		$10.6M Sell
25,253
-2,944
-10% -$1.25M 1.49% 16
2024
Q3 		$12.1M Sell
28,197
-2
-0% -$855 1.69% 14
2024
Q2 		$12.6M Buy
28,199
+697
+3% +$294K 1.9% 13
2024
Q1 		$11.6M Sell
27,502
-1,151
-4% -$466K 1.83% 14
2023
Q4 		$10.8M Sell
28,653
-395
-1% -$141K 1.84% 13
2023
Q3 		$9.17M Sell
29,048
-1,090
-4% -$360K 1.76% 15
2023
Q2 		$10.3M Sell
30,138
-1,606
-5% -$503K 1.96% 13
2023
Q1 		$9.15M Sell
31,744
-13
-0% -$3.32K 1.94% 13
2022
Q4 		$7.62M Buy
31,757
+1,643
+5% +$394K 1.74% 13
2022
Q3 		$7.01M Buy
30,114
+972
+3% +$257K 1.9% 10
2022
Q2 		$7.49M Buy
29,142
+1,699
+6% +$461K 2.15% 9
2022
Q1 		$8.46M Buy
27,443
+4,287
+19% +$1.29M 2.45% 8
2021
Q4 		$7.79M Sell
23,156
-416
-2% -$135K 2.24% 9
2021
Q3 		$6.65M Buy
23,572
+819
+4% +$238K 2.14% 9
2021
Q2 		$6.16M Buy
22,753
+868
+4% +$221K 2.08% 10
2021
Q1 		$5.16M Buy
21,885
+1,074
+5% +$249K 2.02% 9
2020
Q4 		$4.63M Buy
20,811
+445
+2% +$95.7K 2.02% 9
2020
Q3 		$4.3M Sell
20,366
-688
-3% -$145K 2.03% 9
2020
Q2 		$4.29M Buy
21,054
+156
+0.7% +$28.3K 2.45% 8
2020
Q1 		$3.3M Buy
+20,898
New +$3.44M 2.91% 7

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

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

Souders Financial Advisors increased its Microsoft (MSFT) stake by 9.2% in Q1 2026, buying an estimated $985K and bringing the position to 27,887 shares worth $10.3M. The position accounts for 1.18% of the portfolio, ranked #27.

Souders Financial Advisors first reported a position in MSFT in Q1 2020 and has held it in 25 quarters since. The position peaked at $12.8M in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Souders Financial Advisors held 27,887 shares of Microsoft worth $10.3M as of Q1 2026.
  • Souders Financial Advisors bought 2,353 Microsoft shares in Q1 2026, an estimated $985K.
  • Microsoft made up 1.18% of Souders Financial Advisors's portfolio in Q1 2026, its #27 holding.
  • Souders Financial Advisors first reported a position in Microsoft in Q1 2020 and has held it in 25 quarters since.
  • Souders Financial Advisors's Microsoft position peaked at $12.8M in Q3 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.