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 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 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

Swisher Financial Concepts's MSFT Position: Q1 2026 in Review

Swisher Financial Concepts increased its Microsoft (MSFT) stake by 5.1% in Q1 2026, buying an estimated $209K and bringing the position to 10,349 shares worth $3.83M. The position accounts for 2.14% of the portfolio, ranked #15.

Swisher Financial Concepts first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.29M in Q3 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Swisher Financial Concepts held 10,349 shares of Microsoft worth $3.83M as of Q1 2026.
Swisher Financial Concepts bought 500 Microsoft shares in Q1 2026, an estimated $209K.
Microsoft made up 2.14% of Swisher Financial Concepts's portfolio in Q1 2026, its #15 holding.
Swisher Financial Concepts first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
Swisher Financial Concepts's Microsoft position peaked at $5.29M in Q3 2025.
6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Swisher Financial Concepts's 13F filing for Q1 2026, filed 16 Apr 2026.