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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CFC Planning Company's MSFT Position: Q2 2026 in Review

CFC Planning Company reduced its Microsoft (MSFT) stake by 1.3% in Q2 2026, selling an estimated $8.09K and leaving 1,550 shares worth $578K. The position accounts for 0.34% of the portfolio, ranked #48.

CFC Planning Company first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $581K in Q1 2026. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • CFC Planning Company held 1,550 shares of Microsoft worth $578K as of Q2 2026.
  • CFC Planning Company sold 20 Microsoft shares in Q2 2026, an estimated $8.09K.
  • Microsoft made up 0.34% of CFC Planning Company's portfolio in Q2 2026, its #48 holding.
  • CFC Planning Company first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • CFC Planning Company's Microsoft position peaked at $581K in Q1 2026.
  • 6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on CFC Planning Company's 13F filing for Q2 2026, filed 5 Aug 2026.