Elser Financial Planning’s Microsoft MSFT Stock Holding History

Elser Financial 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
2026 Q2	$1.91M	Sell	5,109 -846	-14%	-$342K	0.08%	41
2026 Q1	$2.18M	Sell	5,955 -81	-1%	-$33.9K	0.11%	36
2025 Q4	$2.92M	Buy	6,036 +1,077	+22%	+$540K	2.11%	9
2025 Q3	$2.56M	Buy	4,959 +118	+2%	+$60.2K	3.08%	11
2025 Q2	$2.41M	Buy	4,841 +122	+3%	+$53K	3%	11
2025 Q1	$1.77M	Buy	4,719 +109	+2%	+$44.4K	2.45%	10
2024 Q4	$1.94M	Buy	4,610 +113	+3%	+$48.1K	0.12%	29
2024 Q3	$1.94M	Buy	4,497 +365	+9%	+$156K	2.81%	9
2024 Q2	$1.85M	Buy	+4,132	New	+$1.75M	0.31%	27

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Elser Financial Planning's MSFT Position: Q2 2026 in Review

Elser Financial Planning reduced its Microsoft (MSFT) stake by 14% in Q2 2026, selling an estimated $342K and leaving 5,109 shares worth $1.91M. The position accounts for 0.08% of the portfolio, ranked #41.

Elser Financial Planning first reported a position in MSFT in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.92M in Q4 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Elser Financial Planning held 5,109 shares of Microsoft worth $1.91M as of Q2 2026.
Elser Financial Planning sold 846 Microsoft shares in Q2 2026, an estimated $342K.
Microsoft made up 0.08% of Elser Financial Planning's portfolio in Q2 2026, its #41 holding.
Elser Financial Planning first reported a position in Microsoft in Q2 2024 and has held it in 9 quarters since.
Elser Financial Planning's Microsoft position peaked at $2.92M in Q4 2025.
6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.