Center for Financial Planning
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Center for Financial Planning’s Microsoft MSFT Stock Holding History

Center for 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
Q3 		$13.9M Buy
27,012
+647
+2% +$299K 1.29% 9
2026
Q2 		$9.8M Sell
26,365
-98
-0.4% -$39.7K 0.92% 12
2026
Q1 		$9.8M Buy
26,463
+2,577
+11% +$1.08M 1.02% 12
2025
Q4 		$11.6M Buy
23,886
+2
+0% +$1K 1.2% 10
2025
Q3 		$12.4M Buy
23,884
+32
+0.1% +$16.3K 1.32% 9
2025
Q2 		$11.9M Buy
23,852
+121
+0.5% +$52.5K 1.36% 9
2025
Q1 		$8.91M Sell
23,731
-6,193
-21% -$2.52M 1.14% 9
2024
Q4 		$12.6M Buy
29,924
+227
+0.8% +$96.7K 1.68% 9
2024
Q3 		$12.8M Sell
29,697
-968
-3% -$414K 1.73% 9
2024
Q2 		$13.7M Sell
30,665
-182
-0.6% -$76.9K 1.98% 8
2024
Q1 		$13M Buy
30,847
+263
+0.9% +$106K 1.94% 8
2023
Q4 		$11.5M Sell
30,584
-364
-1% -$130K 2.11% 7
2023
Q3 		$9.8M Buy
30,948
+512
+2% +$169K 2.11% 8
2023
Q2 		$10.4M Sell
30,436
-547
-2% -$171K 2.18% 7
2023
Q1 		$8.93M Sell
30,983
-369
-1% -$94.1K 2.06% 6
2022
Q4 		$7.52M Sell
31,352
-204
-0.6% -$49K 1.83% 7
2022
Q3 		$7.35M Sell
31,556
-75
-0.2% -$19.8K 1.96% 8
2022
Q2 		$8.12M Buy
31,631
+1,453
+5% +$394K 2.06% 7
2022
Q1 		$9.3M Sell
30,178
-868
-3% -$261K 1.91% 8
2021
Q4 		$10.4M Sell
31,046
-57
-0.2% -$18.5K 2.14% 6
2021
Q3 		$8.77M Buy
31,103
+51
+0.2% +$14.8K 2.13% 6
2021
Q2 		$8.41M Sell
31,052
-271
-0.9% -$68.9K 2.07% 6
2021
Q1 		$7.38M Buy
31,323
+2,014
+7% +$467K 1.93% 6
2020
Q4 		$6.52M Sell
29,309
-877
-3% -$189K 1.85% 8
2020
Q3 		$6.35M Sell
30,186
-219
-0.7% -$46K 2.04% 6
2020
Q2 		$6.19M Buy
30,405
+859
+3% +$156K 2.16% 6
2020
Q1 		$4.66M Buy
29,546
+1,490
+5% +$245K 1.58% 8
2019
Q4 		$4.42M Buy
+28,056
New +$4.12M 1.11% 8

Other funds holding MSFT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Center for Financial Planning's MSFT Position: Q3 2026 in Review

Center for Financial Planning increased its Microsoft (MSFT) stake by 2.5% in Q3 2026, buying an estimated $299K and bringing the position to 27,012 shares worth $13.9M. The position accounts for 1.29% of the portfolio, ranked #9.

Center for Financial Planning first reported a position in MSFT in Q4 2019 and has held it in 28 quarters since. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Center for Financial Planning held 27,012 shares of Microsoft worth $13.9M as of Q3 2026.
  • Center for Financial Planning bought 647 Microsoft shares in Q3 2026, an estimated $299K.
  • Microsoft made up 1.29% of Center for Financial Planning's portfolio in Q3 2026, its #9 holding.
  • Center for Financial Planning first reported a position in Microsoft in Q4 2019 and has held it in 28 quarters since.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Center for Financial Planning's 13F filing for Q3 2026, filed 26 Oct 2026.