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Beacon Financial Planning’s Microsoft MSFT Stock Holding History

Beacon Financial Planning’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 		$560K Buy
1,513
+327
+28% +$137K 0.22% 47
2025
Q4 		$574K Sell
1,186
-2
-0.2% -$1K 0.28% 40
2025
Q3 		$615K Sell
1,188
-25
-2% -$12.8K 0.32% 37
2025
Q2 		$603K Sell
1,213
-8
-0.7% -$3.47K 0.34% 37
2025
Q1 		$458K Buy
1,221
+1
+0.1% +$408 0.26% 39
2024
Q4 		$514K Buy
1,220
+2
+0.2% +$852 0.3% 36
2024
Q3 		$524K Buy
1,218
+1
+0.1% +$427 0.32% 28
2024
Q2 		$544K Buy
1,217
+1
+0.1% +$422 0.37% 25
2024
Q1 		$512K Buy
1,216
+1
+0.1% +$405 0.36% 25
2023
Q4 		$457K Buy
1,215
+2
+0.2% +$712 0.36% 25
2023
Q3 		$383K Buy
1,213
+1
+0.1% +$330 0.33% 19
2023
Q2 		$413K Buy
1,212
+142
+13% +$44.5K 0.35% 18
2023
Q1 		$309K Hold
1,070
– – 0.29% 19
2022
Q4 		$256K Buy
+1,070
New +$257K 0.27% 20

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

Beacon Financial Planning's MSFT Position: Q1 2026 in Review

Beacon Financial Planning increased its Microsoft (MSFT) stake by 28% in Q1 2026, buying an estimated $137K and bringing the position to 1,513 shares worth $560K. The position accounts for 0.22% of the portfolio, ranked #47.

Beacon Financial Planning first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $615K in Q3 2025. 6,190 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Beacon Financial Planning held 1,513 shares of Microsoft worth $560K as of Q1 2026.
  • Beacon Financial Planning bought 327 Microsoft shares in Q1 2026, an estimated $137K.
  • Microsoft made up 0.22% of Beacon Financial Planning's portfolio in Q1 2026, its #47 holding.
  • Beacon Financial Planning first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Beacon Financial Planning's Microsoft position peaked at $615K in Q3 2025.
  • 6,190 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.