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Stiles Financial Services’s Microsoft MSFT Stock Holding History

Stiles Financial Services’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 		$7.13M Buy
19,248
+1,088
+6% +$455K 2.18% 9
2025
Q4 		$8.78M Buy
18,160
+272
+2% +$136K 2.7% 6
2025
Q3 		$9.27M Buy
17,888
+551
+3% +$281K 2.92% 3
2025
Q2 		$8.63M Buy
17,337
+871
+5% +$378K 2.98% 4
2025
Q1 		$6.18M Buy
16,466
+591
+4% +$241K 2.37% 6
2024
Q4 		$6.7M Buy
15,875
+374
+2% +$159K 2.42% 6
2024
Q3 		$6.67M Buy
15,501
+370
+2% +$158K 2.35% 7
2024
Q2 		$6.76M Buy
15,131
+180
+1% +$76K 2.6% 5
2024
Q1 		$6.29M Buy
14,951
+441
+3% +$179K 2.52% 5
2023
Q4 		$5.46M Buy
14,510
+1,057
+8% +$376K 2.48% 6
2023
Q3 		$4.25M Buy
13,453
+403
+3% +$133K 2.2% 7
2023
Q2 		$4.44M Sell
13,050
-274
-2% -$85.9K 2.21% 7
2023
Q1 		$3.84M Buy
13,324
+385
+3% +$98.2K 2.06% 7
2022
Q4 		$3.1M Sell
12,939
-265
-2% -$63.6K 1.77% 12
2022
Q3 		$3.08M Buy
13,204
+637
+5% +$168K 1.87% 8
2022
Q2 		$3.23M Sell
12,567
-145
-1% -$39.4K 1.94% 7
2022
Q1 		$3.92M Buy
12,712
+731
+6% +$220K 1.96% 8
2021
Q4 		$4.05M Buy
+11,981
New +$3.88M 1.95% 8

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

Stiles Financial Services's MSFT Position: Q1 2026 in Review

Stiles Financial Services increased its Microsoft (MSFT) stake by 6% in Q1 2026, buying an estimated $455K and bringing the position to 19,248 shares worth $7.13M. The position accounts for 2.18% of the portfolio, ranked #9.

Stiles Financial Services first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.27M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Stiles Financial Services held 19,248 shares of Microsoft worth $7.13M as of Q1 2026.
  • Stiles Financial Services bought 1,088 Microsoft shares in Q1 2026, an estimated $455K.
  • Microsoft made up 2.18% of Stiles Financial Services's portfolio in Q1 2026, its #9 holding.
  • Stiles Financial Services first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's Microsoft position peaked at $9.27M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.