Tull Financial Group
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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
Q3 		$825K Sell
1,609
-1
-0.1% -$462 0.32% 15
2026
Q2 		$601K Sell
1,610
-49
-3% -$19.8K 0.24% 18
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Tull Financial Group's MSFT Position: Q3 2026 in Review

Tull Financial Group reduced its Microsoft (MSFT) stake by 0.06% in Q3 2026, selling an estimated $462 and leaving 1,609 shares worth $825K. The position accounts for 0.32% of the portfolio, ranked #15.

Tull Financial Group first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. The position peaked at $940K in Q3 2025. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Tull Financial Group held 1,609 shares of Microsoft worth $825K as of Q3 2026.
  • Tull Financial Group sold 1 Microsoft share in Q3 2026, an estimated $462.
  • Microsoft made up 0.32% of Tull Financial Group's portfolio in Q3 2026, its #15 holding.
  • Tull Financial Group first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • Tull Financial Group's Microsoft position peaked at $940K in Q3 2025.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Tull Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.