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CFC Planning Company’s Microsoft MSFT Stock Holding History

CFC Planning Company’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 		$878K Buy
1,711
+161
+10% +$74.5K 0.47% 46
2026
Q2 		$578K Sell
1,550
-20
-1% -$8.09K 0.34% 48
2026
Q1 		$581K Buy
1,570
+463
+42% +$194K 0.41% 49
2025
Q4 		$535K Buy
1,107
+115
+12% +$57.6K 0.41% 48
2025
Q3 		$514K Sell
992
-35
-3% -$17.9K 0.42% 47
2025
Q2 		$511K Sell
1,027
-1
-0.1% -$434 0.48% 45
2025
Q1 		$386K Buy
1,028
+101
+11% +$41.2K 0.41% 47
2024
Q4 		$391K Buy
+927
New +$395K 0.42% 47

Other funds holding MSFT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

CFC Planning Company's MSFT Position: Q3 2026 in Review

CFC Planning Company increased its Microsoft (MSFT) stake by 10% in Q3 2026, buying an estimated $74.5K and bringing the position to 1,711 shares worth $878K. The position accounts for 0.47% of the portfolio, ranked #46.

CFC Planning Company first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 3,890 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • CFC Planning Company held 1,711 shares of Microsoft worth $878K as of Q3 2026.
  • CFC Planning Company bought 161 Microsoft shares in Q3 2026, an estimated $74.5K.
  • Microsoft made up 0.47% of CFC Planning Company's portfolio in Q3 2026, its #46 holding.
  • CFC Planning Company first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 3,890 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on CFC Planning Company's 13F filing for Q3 2026, filed 28 Oct 2026.