Asset Planning Inc’s Microsoft MSFT Stock Holding History

Asset Planning Inc’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 Q2	$1.9M	Sell	5,102 -14	-0.3%	-$5.66K	1.23%	15
2026 Q1	$1.89M	Buy	5,116 +376	+8%	+$157K	1.35%	17
2025 Q4	$2.29M	Sell	4,740 -38	-0.8%	-$19K	1.61%	11
2025 Q3	$2.47M	Buy	4,778 +3	+0.1%	+$1.53K	1.79%	12
2025 Q2	$2.38M	Buy	4,775 +43	+0.9%	+$18.7K	1.79%	12
2025 Q1	$1.78M	Sell	4,732 -22	-0.5%	-$8.97K	1.39%	16
2024 Q4	$2M	Buy	+4,754	New	+$2.02M	1.53%	12

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Asset Planning Inc's MSFT Position: Q2 2026 in Review

Asset Planning Inc reduced its Microsoft (MSFT) stake by 0.27% in Q2 2026, selling an estimated $5.66K and leaving 5,102 shares worth $1.9M. The position accounts for 1.23% of the portfolio, ranked #15.

Asset Planning Inc first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.47M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Asset Planning Inc held 5,102 shares of Microsoft worth $1.9M as of Q2 2026.
Asset Planning Inc sold 14 Microsoft shares in Q2 2026, an estimated $5.66K.
Microsoft made up 1.23% of Asset Planning Inc's portfolio in Q2 2026, its #15 holding.
Asset Planning Inc first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Asset Planning Inc's Microsoft position peaked at $2.47M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.