Vestment Financial
MSFT icon

Vestment Financial’s Microsoft MSFT Stock Holding History

Vestment 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 		$286K Buy
+553
New +$256K 0.13% 38
2026
Q2 		– Sell
-509
Closed -$213K – 42
2026
Q1 		$213K Hold
509
– – 0.1% 42
2025
Q4 		$244K Hold
509
– – 0.13% 40
2025
Q3 		$263K Hold
509
– – 0.15% 38
2025
Q2 		$249K Sell
509
-50
-9% -$21.7K 0.16% 37
2025
Q1 		$213K Sell
559
-62
-10% -$25.3K 0.15% 38
2024
Q4 		$264K Buy
+621
New +$265K 0.2% 32

Other funds holding MSFT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Vestment Financial's MSFT Position: Q3 2026 in Review

Vestment Financial opened a new position in Microsoft (MSFT) in Q3 2026: 553 shares worth $286K. The stake represents 0.13% of the portfolio and ranks #38 among its holdings. This is a return to the name: Vestment Financial previously reported a position in MSFT as recently as Q1 2026.

Vestment Financial first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 3,913 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Vestment Financial held 553 shares of Microsoft worth $286K as of Q3 2026.
  • Microsoft was a new Vestment Financial position in Q3 2026.
  • Microsoft made up 0.13% of Vestment Financial's portfolio in Q3 2026, its #38 holding.
  • Vestment Financial first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • 3,913 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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