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BWM Planning’s Microsoft MSFT Stock Holding History

BWM 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 		$891K Buy
2,408
+6
+0.2% +$2.51K 0.24% 49
2025
Q4 		$1.16M Buy
2,402
+89
+4% +$44.6K 0.31% 44
2025
Q3 		$1.2M Buy
2,313
+221
+11% +$113K 0.36% 40
2025
Q2 		$1.04M Buy
2,092
+107
+5% +$46.5K 0.36% 40
2025
Q1 		$745K Buy
1,985
+16
+0.8% +$6.52K 0.32% 46
2024
Q4 		$830K Sell
1,969
-95
-5% -$40.5K 0.36% 45
2024
Q3 		$888K Buy
+2,064
New +$882K 0.39% 46

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

BWM Planning's MSFT Position: Q1 2026 in Review

BWM Planning increased its Microsoft (MSFT) stake by 0.25% in Q1 2026, buying an estimated $2.51K and bringing the position to 2,408 shares worth $891K. The position accounts for 0.24% of the portfolio, ranked #49.

BWM Planning first reported a position in MSFT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.2M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • BWM Planning held 2,408 shares of Microsoft worth $891K as of Q1 2026.
  • BWM Planning bought 6 Microsoft shares in Q1 2026, an estimated $2.51K.
  • Microsoft made up 0.24% of BWM Planning's portfolio in Q1 2026, its #49 holding.
  • BWM Planning first reported a position in Microsoft in Q3 2024 and has held it in 7 quarters since.
  • BWM Planning's Microsoft position peaked at $1.2M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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