Essential Planning’s Microsoft MSFT Stock Holding History

Essential 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 Q1	$1.85M	Sell	4,994 -19	-0.4%	-$7.95K	0.59%	28
2025 Q4	$2.42M	Buy	5,013 +465	+10%	+$233K	0.77%	24
2025 Q3	$2.36M	Buy	4,548 +62	+1%	+$31.6K	0.81%	24
2025 Q2	$2.23M	Hold	4,486	–	–	0.83%	21
2025 Q1	$1.68M	Sell	4,486 -79,572	-95%	-$32.4M	0.68%	23
2024 Q4	$35.8M	Buy	84,058 +79,592	+1,782%	+$33.9M	0.23%	39
2024 Q3	$1.92M	Buy	4,466 +88	+2%	+$37.6K	0.79%	20
2024 Q2	$1.96M	Sell	4,378 -363	-8%	-$153K	0.86%	19
2024 Q1	$1.78M	Hold	4,741	–	–	0.89%	18
2023 Q4	$1.78M	Buy	4,741 +160	+3%	+$56.9K	0.9%	18
2023 Q3	$1.45M	Hold	4,581	–	–	0.8%	18
2023 Q2	$1.56M	Buy	4,581 +380	+9%	+$119K	0.89%	17
2023 Q1	$1.21M	Buy	4,201 +1	+0%	+$255	0.73%	17
2022 Q4	$1M	Buy	4,200 +997	+31%	+$239K	0.77%	18
2022 Q3	$746K	Buy	+3,203	New	+$846K	4.31%	7

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

Essential Planning's MSFT Position: Q1 2026 in Review

Essential Planning reduced its Microsoft (MSFT) stake by 0.38% in Q1 2026, selling an estimated $7.95K and leaving 4,994 shares worth $1.85M. The position accounts for 0.59% of the portfolio, ranked #28.

Essential Planning first reported a position in MSFT in Q3 2022 and has held it in 15 quarters since. The position peaked at $35.8M in Q4 2024. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Essential Planning held 4,994 shares of Microsoft worth $1.85M as of Q1 2026.
Essential Planning sold 19 Microsoft shares in Q1 2026, an estimated $7.95K.
Microsoft made up 0.59% of Essential Planning's portfolio in Q1 2026, its #28 holding.
Essential Planning first reported a position in Microsoft in Q3 2022 and has held it in 15 quarters since.
Essential Planning's Microsoft position peaked at $35.8M in Q4 2024.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.