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Tull Financial Group’s Microsoft MSFT Stock Holding History

Tull Financial Group’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 		$614K Sell
1,659
-71
-4% -$29.7K 0.27% 15
2025
Q4 		$837K Sell
1,730
-84
-5% -$42.1K 0.36% 15
2025
Q3 		$940K Sell
1,814
-32
-2% -$16.3K 0.42% 13
2025
Q2 		$918K Buy
1,846
+246
+15% +$107K 0.42% 13
2025
Q1 		$601K Sell
1,600
-12
-0.7% -$4.89K 0.35% 17
2024
Q4 		$679K Buy
+1,612
New +$687K 0.41% 15

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

Tull Financial Group's MSFT Position: Q1 2026 in Review

Tull Financial Group reduced its Microsoft (MSFT) stake by 4.1% in Q1 2026, selling an estimated $29.7K and leaving 1,659 shares worth $614K. The position accounts for 0.27% of the portfolio, ranked #15.

Tull Financial Group first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $940K in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Tull Financial Group held 1,659 shares of Microsoft worth $614K as of Q1 2026.
  • Tull Financial Group sold 71 Microsoft shares in Q1 2026, an estimated $29.7K.
  • Microsoft made up 0.27% of Tull Financial Group's portfolio in Q1 2026, its #15 holding.
  • Tull Financial Group first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Tull Financial Group's Microsoft position peaked at $940K in Q3 2025.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Tull Financial Group's 13F filing for Q1 2026, filed 7 May 2026.