SWP Financial’s Microsoft MSFT Stock Holding History

SWP 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	$576K	Buy	1,123 +93	+9%	+$43K	0.27%	45
2026 Q2	$384K	Buy	1,030 +258	+33%	+$104K	0.18%	54
2026 Q1	$286K	Sell	772 -20	-3%	-$8.37K	0.15%	57
2025 Q4	$383K	Buy	792 +19	+2%	+$9.5K	0.19%	49
2025 Q3	$400K	Hold	773	–	–	0.2%	49
2025 Q2	$385K	Hold	773	–	–	0.21%	50
2025 Q1	$290K	Sell	773 -52	-6%	-$21.2K	0.18%	52
2024 Q4	$348K	Hold	825	–	–	0.21%	48
2024 Q3	$355K	Buy	825 +43	+5%	+$18.4K	0.22%	34
2024 Q2	$350K	Sell	782 -18	-2%	-$7.6K	0.23%	34
2024 Q1	$337K	Buy	800 +16	+2%	+$6.48K	0.24%	33
2023 Q4	$295K	Buy	+784	New	+$279K	0.23%	32

Other funds holding MSFT

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

SWP Financial's MSFT Position: Q3 2026 in Review

SWP Financial increased its Microsoft (MSFT) stake by 9% in Q3 2026, buying an estimated $43K and bringing the position to 1,123 shares worth $576K. The position accounts for 0.27% of the portfolio, ranked #45.

SWP Financial first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

SWP Financial held 1,123 shares of Microsoft worth $576K as of Q3 2026.
SWP Financial bought 93 Microsoft shares in Q3 2026, an estimated $43K.
Microsoft made up 0.27% of SWP Financial's portfolio in Q3 2026, its #45 holding.
SWP Financial first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on SWP Financial's 13F filing for Q3 2026, filed 23 Oct 2026.