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Victory Financial Group’s Microsoft MSFT Stock Holding History

Victory 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 		$6.78M Sell
18,327
-1,112
-6% -$465K 0.83% 19
2025
Q4 		$9.4M Buy
19,439
+4,838
+33% +$2.42M 1.18% 18
2025
Q3 		$7.56M Buy
14,601
+1,455
+11% +$742K 1.04% 19
2025
Q2 		$6.54M Buy
13,146
+2,218
+20% +$963K 1.04% 19
2025
Q1 		$4.11M Buy
10,928
+2,090
+24% +$852K 0.79% 24
2024
Q4 		$3.73M Buy
+8,838
New +$3.76M 0.98% 20
2024
Q2 		$2.12M Sell
4,754
-299
-6% -$126K 0.99% 19
2024
Q1 		$2.13M Sell
5,053
-204
-4% -$82.6K 1.26% 17
2023
Q4 		$1.98M Buy
+5,257
New +$1.87M 1.34% 19

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

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

Victory Financial Group reduced its Microsoft (MSFT) stake by 5.7% in Q1 2026, selling an estimated $465K and leaving 18,327 shares worth $6.78M. The position accounts for 0.83% of the portfolio, ranked #19.

Victory Financial Group first reported a position in MSFT in Q4 2023 and has held it in 9 quarters since. The position peaked at $9.4M in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Victory Financial Group held 18,327 shares of Microsoft worth $6.78M as of Q1 2026.
  • Victory Financial Group sold 1,112 Microsoft shares in Q1 2026, an estimated $465K.
  • Microsoft made up 0.83% of Victory Financial Group's portfolio in Q1 2026, its #19 holding.
  • Victory Financial Group first reported a position in Microsoft in Q4 2023 and has held it in 9 quarters since.
  • Victory Financial Group's Microsoft position peaked at $9.4M in Q4 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.