Creative Planning’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-5,000
| Closed | -$548K | – | 3975 |
|
|
2025
Q2 | $548K | Buy |
+5,000
| New | +$2.17M | ﹤0.01% | 2390 |
|
|
2025
Q1 | – | Sell |
-5,000
| Closed | -$308K | – | 3639 |
|
|
2024
Q4 | $308K | Buy |
+5,000
| New | +$2.13M | ﹤0.01% | 2644 |
|
|
2024
Q3 | – | Sell |
-8,000
| Closed | -$922K | – | 3269 |
|
|
2024
Q2 | $922K | Buy |
8,000
+5,000
| +167% | +$2.11M | ﹤0.01% | 1463 |
|
|
2024
Q1 | $384K | Hold |
3,000
| – | – | ﹤0.01% | 2049 |
|
|
2023
Q4 | $280K | Hold |
3,000
| – | – | ﹤0.01% | 2142 |
|
|
2023
Q3 | $172K | Sell |
3,000
-14,200
| -83% | -$4.69M | ﹤0.01% | 2286 |
|
|
2023
Q2 | $2.09M | Sell |
17,200
-19,800
| -54% | -$6.21M | ﹤0.01% | 792 |
|
|
2023
Q1 | $2.56M | Buy |
37,000
+31,200
| +538% | +$7.96M | ﹤0.01% | 701 |
|
|
2022
Q4 | $253K | Buy |
5,800
+900
| +18% | +$216K | ﹤0.01% | 1846 |
|
|
2022
Q3 | $239K | Sell |
4,900
-5,900
| -55% | -$1.56M | ﹤0.01% | 1789 |
|
|
2022
Q2 | $20K | Buy |
10,800
+8,500
| +370% | +$2.31M | ﹤0.01% | 2143 |
|
|
2022
Q1 | $63K | Buy |
+2,300
| New | +$692K | ﹤0.01% | 2038 |
|
|
2021
Q2 | – | Sell |
-391,800
| Closed | -$7.06M | – | 2392 |
|
|
2021
Q1 | $7.06M | Sell |
391,800
-16,200
| -4% | -$3.76M | 0.01% | 337 |
|
|
2020
Q4 | $7.44M | Buy |
408,000
+5,000
| +1% | +$1.08M | 0.02% | 307 |
|
|
2020
Q3 | $7.74M | Buy |
403,000
+35,100
| +10% | +$7.37M | 0.02% | 250 |
|
|
2020
Q2 | $10.1M | Buy |
367,900
+218,400
| +146% | +$39.6M | 0.03% | 191 |
|
|
2020
Q1 | $4.22M | Sell |
149,500
-12,900
| -8% | -$2.12M | 0.02% | 281 |
|
|
2019
Q4 | $5.89M | Buy |
162,400
+15,700
| +11% | +$2.31M | 0.02% | 266 |
|
|
2019
Q3 | $3.85M | Sell |
146,700
-2,700
| -2% | -$371K | 0.01% | 339 |
|
|
2019
Q2 | $3.66M | Buy |
149,400
+35,400
| +31% | +$4.49M | 0.01% | 344 |
|
|
2019
Q1 | $1.97M | Sell |
114,000
-19,600
| -15% | -$2.14M | 0.01% | 465 |
|
|
2018
Q4 | $1.44M | Buy |
133,600
+13,400
| +11% | +$1.44M | 0.01% | 519 |
|
|
2018
Q3 | $2.37M | Sell |
120,200
-44,100
| -27% | -$4.78M | 0.01% | 434 |
|
|
2018
Q2 | $2.79M | Sell |
164,300
-17,800
| -10% | -$1.73M | 0.01% | 390 |
|
|
2018
Q1 | $2.52M | Buy |
182,100
+62,100
| +52% | +$5.68M | 0.01% | 407 |
|
|
2017
Q4 | $1.98M | Buy |
120,000
+20,000
| +20% | +$1.64M | 0.01% | 460 |
|
|
2017
Q3 | $947K | Buy |
100,000
+39,000
| +64% | +$2.85M | ﹤0.01% | 739 |
|
|
2017
Q2 | $592K | Hold |
61,000
| – | – | ﹤0.01% | 936 |
|
|
2017
Q1 | $496K | Buy |
61,000
+30,000
| +97% | +$1.92M | ﹤0.01% | 998 |
|
|
2016
Q4 | $228K | Buy |
+31,000
| New | +$1.86M | ﹤0.01% | 1348 |
|
|
2015
Q3 | – | Sell |
-50,000
| Closed | -$203K | – | 4329 |
|
|
2015
Q2 | $203K | Buy |
+50,000
| New | +$2.28M | ﹤0.01% | 868 |
|
|
2014
Q4 | – | Sell |
-300
| Closed | -$1K | – | 4277 |
|
|
2014
Q3 | $1K | Buy |
+300
| New | +$13.4K | ﹤0.01% | 3846 |
|
Other funds holding MSFT
VCM
VPM
Creative Planning's MSFT Position: Q1 2026 in Review
Creative Planning increased its Microsoft (MSFT) stake by 10% in Q1 2026, buying an estimated $148M and bringing the position to 3,870,580 shares worth $1.43B. The position accounts for 0.97% of the portfolio, ranked #24.
Creative Planning first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.73B in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Creative Planning held 3,870,580 shares of Microsoft worth $1.43B as of Q1 2026.
- Creative Planning bought 352,849 Microsoft shares in Q1 2026, an estimated $148M.
- Microsoft made up 0.97% of Creative Planning's portfolio in Q1 2026, its #24 holding.
- Creative Planning first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's Microsoft position peaked at $1.73B in Q3 2025.
- 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.