Creative Planning’s Microsoft MSFT Stock Holding History

Creative 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
2025 Q4	–	Sell	-10,600	Closed	-$24K	–	4036
2025 Q3	$24K	Sell	10,600 -300	-3%	-$153K	﹤0.01%	3808
2025 Q2	$50.7K	Buy	+10,900	New	+$4.73M	﹤0.01%	3522
2024 Q3	–	Sell	-9,400	Closed	-$12.9K	–	3270
2024 Q2	$12.9K	Buy	9,400 +7,100	+309%	+$3M	﹤0.01%	3008
2024 Q1	$18.7K	Buy	+2,300	New	+$931K	﹤0.01%	2840
2023 Q4	–	Sell	-8,200	Closed	-$1.46K	–	2959
2023 Q3	$1.46K	Buy	8,200 +4,500	+122%	+$1.49M	﹤0.01%	2822
2023 Q2	$1.43K	Sell	3,700 -5,300	-59%	-$1.66M	﹤0.01%	2607
2023 Q1	$13.3K	Sell	9,000 -4,300	-32%	-$1.1M	﹤0.01%	2444
2022 Q4	$51.2K	Sell	13,300 -2,000	-13%	-$480K	﹤0.01%	2227
2022 Q3	$163K	Sell	15,300 -10,000	-40%	-$2.64M	﹤0.01%	1959
2022 Q2	$243K	Buy	25,300 +4,900	+24%	+$1.33M	﹤0.01%	1758
2022 Q1	$27K	Buy	+20,400	New	+$6.14M	﹤0.01%	2112
2021 Q4	–	Sell	-4,000	Closed	-$9K	–	2169
2021 Q3	$9K	Sell	4,000 -5,500	-58%	-$1.6M	﹤0.01%	2079
2021 Q2	$2K	Sell	9,500 -9,200	-49%	-$2.34M	﹤0.01%	2043
2021 Q1	$58K	Buy	18,700 +400	+2%	+$92.8K	﹤0.01%	2335
2020 Q4	$11K	Buy	18,300 +10,800	+144%	+$2.32M	﹤0.01%	2220
2020 Q3	$11K	Buy	7,500 +1,000	+15%	+$210K	﹤0.01%	2010
2020 Q2	$11K	Sell	6,500 -1,000	-13%	-$182K	﹤0.01%	1872
2020 Q1	$78K	Buy	7,500 +800	+12%	+$132K	﹤0.01%	1571
2019 Q4	$7K	Sell	6,700 -1,000	-13%	-$147K	﹤0.01%	1927
2019 Q3	$15K	Buy	7,700 +2,200	+40%	+$303K	﹤0.01%	1879
2019 Q2	$5K	Buy	+5,500	New	+$698K	﹤0.01%	1958
2019 Q1	–	Sell	-5,600	Closed	-$7K	–	2058
2018 Q4	$7K	Buy	5,600 +100	+2%	+$10.7K	﹤0.01%	1854
2018 Q3	$3K	Hold	5,500	–	–	﹤0.01%	2030
2018 Q2	$4K	Sell	5,500 -2,500	-31%	-$242K	﹤0.01%	1984
2018 Q1	$1K	Buy	+8,000	New	+$732K	﹤0.01%	2023
2017 Q3	–	Sell	-26,000	Closed	-$5K	–	3011
2017 Q2	$5K	Sell	26,000 -1,400	-5%	-$96.1K	﹤0.01%	3995
2017 Q1	$12K	Sell	27,400 -10,200	-27%	-$654K	﹤0.01%	3478
2016 Q4	$27K	Buy	37,600 +17,800	+90%	+$1.07M	﹤0.01%	2864
2016 Q3	$5K	Buy	19,800 +2,600	+15%	+$147K	﹤0.01%	3881
2016 Q2	$16K	Hold	17,200	–	–	﹤0.01%	2946
2016 Q1	$12K	Buy	17,200 +11,000	+177%	+$577K	﹤0.01%	3111
2015 Q4	$8K	Buy	+6,200	New	+$326K	﹤0.01%	3418
2015 Q3	–	Sell	-50,000	Closed	-$171K	–	4330
2015 Q2	$171K	Buy	+50,000	New	+$2.28M	﹤0.01%	905

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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.