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Blom & Howell Financial Planning’s Microsoft MSFT Stock Holding History

Blom & Howell 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
Q2 		$612K Sell
1,642
-2
-0.1% -$809 0.51% 29
2026
Q1 		$609K Sell
1,644
-39
-2% -$16.3K 0.6% 29
2025
Q4 		$814K Buy
+1,683
New +$843K 0.81% 24

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blom & Howell Financial Planning's MSFT Position: Q2 2026 in Review

Blom & Howell Financial Planning reduced its Microsoft (MSFT) stake by 0.12% in Q2 2026, selling an estimated $809 and leaving 1,642 shares worth $612K. The position accounts for 0.51% of the portfolio, ranked #29.

Blom & Howell Financial Planning first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $814K in Q4 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Blom & Howell Financial Planning held 1,642 shares of Microsoft worth $612K as of Q2 2026.
  • Blom & Howell Financial Planning sold 2 Microsoft shares in Q2 2026, an estimated $809.
  • Microsoft made up 0.51% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #29 holding.
  • Blom & Howell Financial Planning first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Blom & Howell Financial Planning's Microsoft position peaked at $814K in Q4 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.