Standard Family Office’s Microsoft MSFT Stock Holding History

Standard Family Office’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	$228K	Hold	616	–	–	0.24%	9
2025 Q4	$298K	Hold	616	–	–	0.32%	7
2025 Q3	$319K	Hold	616	–	–	0.35%	7
2025 Q2	$306K	Hold	616	–	–	0.36%	7
2025 Q1	$231K	Sell	616 -465	-43%	-$190K	0.3%	6
2024 Q4	$456K	Hold	1,081	–	–	0.55%	7
2024 Q3	$465K	Hold	1,081	–	–	0.57%	6
2024 Q2	$483K	Hold	1,081	–	–	0.62%	6
2024 Q1	$455K	Buy	+1,081	New	+$438K	0.61%	6
2022 Q4	–	Sell	-4,239	Closed	-$987K	–	288
2022 Q3	$987K	Buy	+4,239	New	+$1.12M	0.43%	8
2021 Q4	–	Sell	-650	Closed	-$183K	–	233
2021 Q3	$183K	Sell	650 -17,569	-96%	-$5.11M	0.05%	10
2021 Q2	$4.94M	Buy	18,219 +650	+4%	+$165K	1.02%	6
2021 Q1	$4.14M	Buy	17,569 +216	+1%	+$50.1K	0.98%	6
2020 Q4	$3.86M	Buy	+17,353	New	+$3.73M	0.92%	7

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Standard Family Office's MSFT Position: Q1 2026 in Review

Standard Family Office held its Microsoft (MSFT) position steady in Q1 2026 at 616 shares worth $228K. The position accounts for 0.24% of the portfolio, ranked #9.

Standard Family Office first reported a position in MSFT in Q4 2020 and has held it in 14 quarters since. The position peaked at $4.94M in Q2 2021. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Standard Family Office held 616 shares of Microsoft worth $228K as of Q1 2026.
Standard Family Office left its Microsoft share count unchanged in Q1 2026.
Microsoft made up 0.24% of Standard Family Office's portfolio in Q1 2026, its #9 holding.
Standard Family Office first reported a position in Microsoft in Q4 2020 and has held it in 14 quarters since.
Standard Family Office's Microsoft position peaked at $4.94M in Q2 2021.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Standard Family Office's 13F filing for Q1 2026, filed 14 May 2026.