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Briaud Financial Planning’s Microsoft MSFT Stock Holding History

Briaud 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 		$513K Hold
1,386
– – 0.13% 20
2025
Q4 		$670K Sell
1,386
-13
-0.9% -$6.51K 0.17% 17
2025
Q3 		$724K Sell
1,399
-62
-4% -$31.6K 0.24% 15
2025
Q2 		$727K Buy
1,461
+90
+7% +$39.1K 0.29% 14
2025
Q1 		$514K Hold
1,371
– – 0.2% 16
2024
Q4 		$578K Buy
1,371
+374
+38% +$159K 0.24% 16
2024
Q3 		$429K Buy
997
+100
+11% +$42.7K 0.22% 15
2024
Q2 		$401K Sell
897
-1
-0.1% -$422 0.23% 15
2024
Q1 		$378K Buy
+898
New +$364K 0.21% 14
2023
Q4 		– Sell
-981
Closed -$309K – 108
2023
Q3 		$309K Hold
981
– – 0.25% 16
2023
Q2 		$334K Buy
981
+98
+11% +$30.7K 0.32% 15
2023
Q1 		$254K Sell
883
-24
-3% -$6.12K 0.24% 16
2022
Q4 		$217K Sell
907
-436
-32% -$105K 0.18% 21
2022
Q3 		$316K Buy
1,343
+396
+42% +$105K 0.28% 18
2022
Q2 		$243K Hold
947
– – 0.16% 22
2022
Q1 		$291K Buy
947
+54
+6% +$16.2K 0.17% 19
2021
Q4 		$300K Sell
893
-20
-2% -$6.48K 0.16% 17
2021
Q3 		$257K Sell
913
-170
-16% -$49.5K 0.17% 16
2021
Q2 		$293K Sell
1,083
-45
-4% -$11.4K 0.2% 15
2021
Q1 		$266K Buy
1,128
+200
+22% +$46.4K 0.2% 17
2020
Q4 		$206 Buy
+928
New +$200K 0.13% 18
2020
Q3 		– Sell
-1,115
Closed -$226K – 20
2020
Q2 		$226K Buy
+1,115
New +$202K 0.17% 17

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

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

Briaud Financial Planning held its Microsoft (MSFT) position steady in Q1 2026 at 1,386 shares worth $513K. The position accounts for 0.13% of the portfolio, ranked #20.

Briaud Financial Planning first reported a position in MSFT in Q2 2020 and has held it in 22 quarters since. The position peaked at $727K in Q2 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Briaud Financial Planning held 1,386 shares of Microsoft worth $513K as of Q1 2026.
  • Briaud Financial Planning left its Microsoft share count unchanged in Q1 2026.
  • Microsoft made up 0.13% of Briaud Financial Planning's portfolio in Q1 2026, its #20 holding.
  • Briaud Financial Planning first reported a position in Microsoft in Q2 2020 and has held it in 22 quarters since.
  • Briaud Financial Planning's Microsoft position peaked at $727K in Q2 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Briaud Financial Planning's 13F filing for Q1 2026, filed 10 Apr 2026.