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Sound Financial Strategies Group’s Microsoft MSFT Stock Holding History

Sound Financial Strategies 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 		$533K Buy
1,439
+498
+53% +$208K 0.36% 43
2025
Q4 		$455K Hold
941
– – 0.32% 94
2025
Q3 		$487K Buy
+941
New +$480K 0.36% 92

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

Sound Financial Strategies Group's MSFT Position: Q1 2026 in Review

Sound Financial Strategies Group increased its Microsoft (MSFT) stake by 53% in Q1 2026, buying an estimated $208K and bringing the position to 1,439 shares worth $533K. The position accounts for 0.36% of the portfolio, ranked #43.

Sound Financial Strategies Group first reported a position in MSFT in Q3 2025 and has held it in 3 quarters since. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Sound Financial Strategies Group held 1,439 shares of Microsoft worth $533K as of Q1 2026.
  • Sound Financial Strategies Group bought 498 Microsoft shares in Q1 2026, an estimated $208K.
  • Microsoft made up 0.36% of Sound Financial Strategies Group's portfolio in Q1 2026, its #43 holding.
  • Sound Financial Strategies Group first reported a position in Microsoft in Q3 2025 and has held it in 3 quarters since.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.