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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
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
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

Asset Planning Inc's MSFT Position: Q1 2026 in Review

Asset Planning Inc increased its Microsoft (MSFT) stake by 7.9% in Q1 2026, buying an estimated $157K and bringing the position to 5,116 shares worth $1.89M. The position accounts for 1.35% of the portfolio, ranked #17.

Asset Planning Inc first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.47M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Asset Planning Inc held 5,116 shares of Microsoft worth $1.89M as of Q1 2026.
  • Asset Planning Inc bought 376 Microsoft shares in Q1 2026, an estimated $157K.
  • Microsoft made up 1.35% of Asset Planning Inc's portfolio in Q1 2026, its #17 holding.
  • Asset Planning Inc first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's Microsoft position peaked at $2.47M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.