Succession Financial’s Microsoft MSFT Stock Holding History

Succession Financial’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 Q3	$892K	Buy	1,739 +961	+124%	+$444K	0.86%	16
2026 Q2	$290K	Buy	+778	New	+$315K	0.28%	35

Other funds holding MSFT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Succession Financial's MSFT Position: Q3 2026 in Review

Succession Financial increased its Microsoft (MSFT) stake by 124% in Q3 2026, buying an estimated $444K and bringing the position to 1,739 shares worth $892K. The position accounts for 0.86% of the portfolio, ranked #16.

Succession Financial first reported a position in MSFT in Q2 2026 and has held it in 2 quarters since. 5,468 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Succession Financial held 1,739 shares of Microsoft worth $892K as of Q3 2026.
Succession Financial bought 961 Microsoft shares in Q3 2026, an estimated $444K.
Microsoft made up 0.86% of Succession Financial's portfolio in Q3 2026, its #16 holding.
Succession Financial first reported a position in Microsoft in Q2 2026 and has held it in 2 quarters since.
5,468 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Succession Financial's 13F filing for Q3 2026, filed 14 Oct 2026.