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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
2025
Q4 		– Sell
-100
Closed -$51.8K – 92
2025
Q3 		$51.8K Hold
100
– – 0.04% 93
2025
Q2 		$49.7K Hold
100
– – 0.05% 87
2025
Q1 		$37.5K Buy
+100
New +$40.8K 0.04% 81

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

CFC Planning Company's MSFT Position: Q1 2026 in Review

CFC Planning Company increased its Microsoft (MSFT) stake by 42% in Q1 2026, buying an estimated $194K and bringing the position to 1,570 shares worth $581K. The position accounts for 0.41% of the portfolio, ranked #49.

CFC Planning Company first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • CFC Planning Company held 1,570 shares of Microsoft worth $581K as of Q1 2026.
  • CFC Planning Company bought 463 Microsoft shares in Q1 2026, an estimated $194K.
  • Microsoft made up 0.41% of CFC Planning Company's portfolio in Q1 2026, its #49 holding.
  • CFC Planning Company first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.