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Swisher Financial Concepts’s Microsoft MSFT Stock Holding History

Swisher Financial Concepts’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
Q2 		$2.19M Sell
5,881
-4,468
-43% -$1.81M 1.38% 16
2026
Q1 		$3.83M Buy
10,349
+500
+5% +$209K 2.14% 15
2025
Q4 		$4.76M Sell
9,849
-356
-3% -$178K 2.7% 14
2025
Q3 		$5.29M Sell
10,205
-7
-0.1% -$3.57K 3.17% 14
2025
Q2 		$5.08M Sell
10,212
-287
-3% -$125K 3.28% 13
2025
Q1 		$3.94M Buy
10,499
+2,367
+29% +$965K 3.26% 12
2024
Q4 		$3.43M Sell
8,132
-1,695
-17% -$722K 4.04% 10
2024
Q3 		$4.09M Buy
9,827
+52
+0.5% +$22.2K 2.58% 14
2024
Q2 		$4.49M Sell
9,775
-146
-1% -$61.7K 4.55% 8
2024
Q1 		$4.22M Buy
9,921
+2
+0% +$810 3.67% 11
2023
Q4 		$3.86M Buy
+9,919
New +$3.53M 3.71% 10

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Swisher Financial Concepts's MSFT Position: Q2 2026 in Review

Swisher Financial Concepts reduced its Microsoft (MSFT) stake by 43% in Q2 2026, selling an estimated $1.81M and leaving 5,881 shares worth $2.19M. The position accounts for 1.38% of the portfolio, ranked #16.

Swisher Financial Concepts first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.29M in Q3 2025. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Swisher Financial Concepts held 5,881 shares of Microsoft worth $2.19M as of Q2 2026.
  • Swisher Financial Concepts sold 4,468 Microsoft shares in Q2 2026, an estimated $1.81M.
  • Microsoft made up 1.38% of Swisher Financial Concepts's portfolio in Q2 2026, its #16 holding.
  • Swisher Financial Concepts first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Swisher Financial Concepts's Microsoft position peaked at $5.29M in Q3 2025.
  • 6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.