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TCFG Wealth Management’s Microsoft MSFT Stock Holding History

TCFG Wealth Management’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 		$4.08M Buy
11,016
+1,046
+10% +$438K 1.52% 12
2025
Q4 		$4.82M Sell
9,970
-390
-4% -$195K 1.88% 7
2025
Q3 		$5.37M Buy
10,360
+196
+2% +$100K 2.11% 6
2025
Q2 		$5.06M Sell
10,164
-1,071
-10% -$465K 2.29% 5
2025
Q1 		$4.22M Buy
11,235
+129
+1% +$52.6K 2.12% 6
2024
Q4 		$4.68M Sell
11,106
-1,109
-9% -$472K 2.36% 5
2024
Q3 		$5.26M Buy
+12,215
New +$5.22M 2.64% 4

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

TCFG Wealth Management's MSFT Position: Q1 2026 in Review

TCFG Wealth Management increased its Microsoft (MSFT) stake by 10% in Q1 2026, buying an estimated $438K and bringing the position to 11,016 shares worth $4.08M. The position accounts for 1.52% of the portfolio, ranked #12.

TCFG Wealth Management first reported a position in MSFT in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.37M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • TCFG Wealth Management held 11,016 shares of Microsoft worth $4.08M as of Q1 2026.
  • TCFG Wealth Management bought 1,046 Microsoft shares in Q1 2026, an estimated $438K.
  • Microsoft made up 1.52% of TCFG Wealth Management's portfolio in Q1 2026, its #12 holding.
  • TCFG Wealth Management first reported a position in Microsoft in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's Microsoft position peaked at $5.37M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.