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Syverson Strege & Co’s Microsoft MSFT Stock Holding History

Syverson Strege & Co’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 		$3.16M Sell
8,527
-475
-5% -$199K 0.76% 16
2025
Q4 		$4.35M Sell
9,002
-68
-0.7% -$34.1K 1.03% 13
2025
Q3 		$4.7M Sell
9,070
-183
-2% -$93.4K 1.13% 12
2025
Q2 		$4.6M Buy
9,253
+5,710
+161% +$2.48M 1.09% 12
2025
Q1 		$1.33M Buy
3,543
+1,802
+104% +$735K 0.43% 23
2024
Q4 		$734K Buy
1,741
+1,216
+232% +$518K 0.24% 35
2024
Q3 		$226K Sell
525
-2,004
-79% -$857K 0.08% 64
2024
Q2 		$1.13M Buy
2,529
+1,015
+67% +$429K 0.39% 26
2024
Q1 		$637K Buy
+1,514
New +$613K 0.23% 35
2023
Q2 		– Sell
-203
Closed -$58.5K – 409
2023
Q1 		$58.5K Buy
203
+124
+157% +$31.6K 0.03% 115
2022
Q4 		$18.9K Buy
79
+49
+163% +$11.8K 0.01% 172
2022
Q3 		$7K Buy
30
+9
+43% +$2.38K ﹤0.01% 197
2022
Q2 		$5K Hold
21
– – ﹤0.01% 258
2022
Q1 		$7K Hold
21
– – 0.01% 226
2021
Q4 		$7K Sell
21
-235
-92% -$76.2K 0.01% 219
2021
Q3 		$72K Buy
+256
New +$74.5K 0.06% 111
2021
Q2 		– Sell
-44
Closed -$10K – 283
2021
Q1 		$10K Buy
+44
New +$10.2K 0.01% 191

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

Syverson Strege & Co's MSFT Position: Q1 2026 in Review

Syverson Strege & Co reduced its Microsoft (MSFT) stake by 5.3% in Q1 2026, selling an estimated $199K and leaving 8,527 shares worth $3.16M. The position accounts for 0.76% of the portfolio, ranked #16.

Syverson Strege & Co first reported a position in MSFT in Q1 2021 and has held it in 17 quarters since. The position peaked at $4.7M in Q3 2025. 6,180 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Syverson Strege & Co held 8,527 shares of Microsoft worth $3.16M as of Q1 2026.
  • Syverson Strege & Co sold 475 Microsoft shares in Q1 2026, an estimated $199K.
  • Microsoft made up 0.76% of Syverson Strege & Co's portfolio in Q1 2026, its #16 holding.
  • Syverson Strege & Co first reported a position in Microsoft in Q1 2021 and has held it in 17 quarters since.
  • Syverson Strege & Co's Microsoft position peaked at $4.7M in Q3 2025.
  • 6,180 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.