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Willow Financial’s Microsoft MSFT Stock Holding History

Willow 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
Q1 		$453K Buy
1,223
+210
+21% +$87.9K 0.46% 25
2025
Q4 		$490K Buy
+1,013
New +$508K 0.5% 27

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

Willow Financial's MSFT Position: Q1 2026 in Review

Willow Financial increased its Microsoft (MSFT) stake by 21% in Q1 2026, buying an estimated $87.9K and bringing the position to 1,223 shares worth $453K. The position accounts for 0.46% of the portfolio, ranked #25.

Willow Financial first reported a position in MSFT in Q4 2025 and has held it in 2 quarters since. The position peaked at $490K in Q4 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Willow Financial held 1,223 shares of Microsoft worth $453K as of Q1 2026.
  • Willow Financial bought 210 Microsoft shares in Q1 2026, an estimated $87.9K.
  • Microsoft made up 0.46% of Willow Financial's portfolio in Q1 2026, its #25 holding.
  • Willow Financial first reported a position in Microsoft in Q4 2025 and has held it in 2 quarters since.
  • Willow Financial's Microsoft position peaked at $490K in Q4 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Willow Financial's 13F filing for Q1 2026, filed 21 Apr 2026.