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Asset Planning Corporation’s Microsoft MSFT Stock Holding History

Asset Planning Corporation’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
2025
Q3 		$1.77M Buy
3,421
+241
+8% +$123K 0.84% 21
2025
Q2 		$1.58M Buy
3,180
+1
+0% +$434 0.84% 20
2025
Q1 		$1.19M Sell
3,179
-88
-3% -$35.9K 0.7% 26
2024
Q4 		$1.38M Buy
3,267
+10
+0.3% +$4.26K 0.86% 22
2024
Q3 		$1.4M Buy
3,257
+1
+0% +$427 0.91% 21
2024
Q2 		$1.46M Sell
3,256
-199
-6% -$84K 1.09% 17
2024
Q1 		$1.45M Buy
3,455
+41
+1% +$16.6K 1.06% 20
2023
Q4 		$1.28M Buy
3,414
+10
+0.3% +$3.56K 0.99% 18
2023
Q3 		$1.07M Buy
3,404
+27
+0.8% +$8.92K 0.83% 19
2023
Q2 		$1.15M Buy
3,377
+148
+5% +$46.4K 0.87% 19
2023
Q1 		$931K Hold
3,229
– – 0.75% 20
2022
Q4 		$774K Buy
3,229
+500
+18% +$120K 0.64% 22
2022
Q3 		$636K Buy
2,729
+276
+11% +$72.9K 0.6% 24
2022
Q2 		$630K Buy
2,453
+51
+2% +$13.8K 0.55% 24
2022
Q1 		$741K Buy
2,402
+805
+50% +$242K 0.65% 22
2021
Q4 		$537K Buy
1,597
+85
+6% +$27.6K 0.46% 22
2021
Q3 		$426K Hold
1,512
– – 0.39% 24
2021
Q2 		$410K Hold
1,512
– – 0.4% 24
2021
Q1 		$357K Hold
1,512
– – 0.37% 24
2020
Q4 		$336K Buy
+1,512
New +$325K 0.33% 23

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Asset Planning Corporation's MSFT Position: Q3 2025 in Review

Asset Planning Corporation increased its Microsoft (MSFT) stake by 7.6% in Q3 2025, buying an estimated $123K and bringing the position to 3,421 shares worth $1.77M. The position accounts for 0.84% of the portfolio, ranked #21.

Asset Planning Corporation first reported a position in MSFT in Q4 2020 and has held it in 20 quarters since. 5,848 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

  • Asset Planning Corporation held 3,421 shares of Microsoft worth $1.77M as of Q3 2025.
  • Asset Planning Corporation bought 241 Microsoft shares in Q3 2025, an estimated $123K.
  • Microsoft made up 0.84% of Asset Planning Corporation's portfolio in Q3 2025, its #21 holding.
  • Asset Planning Corporation first reported a position in Microsoft in Q4 2020 and has held it in 20 quarters since.
  • 5,848 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Asset Planning Corporation's 13F filing for Q3 2025, filed 6 Nov 2025.