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Estate Planners Group’s Microsoft MSFT Stock Holding History

Estate Planners Group’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 		$3.66M Buy
9,877
+426
+5% +$178K 1.76% 20
2025
Q4 		$4.57M Buy
+9,451
New +$4.74M 1.98% 17

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Estate Planners Group's MSFT Position: Q1 2026 in Review

Estate Planners Group increased its Microsoft (MSFT) stake by 4.5% in Q1 2026, buying an estimated $178K and bringing the position to 9,877 shares worth $3.66M. The position accounts for 1.76% of the portfolio, ranked #20.

Estate Planners Group first reported a position in MSFT in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.57M in Q4 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Estate Planners Group held 9,877 shares of Microsoft worth $3.66M as of Q1 2026.
  • Estate Planners Group bought 426 Microsoft shares in Q1 2026, an estimated $178K.
  • Microsoft made up 1.76% of Estate Planners Group's portfolio in Q1 2026, its #20 holding.
  • Estate Planners Group first reported a position in Microsoft in Q4 2025 and has held it in 2 quarters since.
  • Estate Planners Group's Microsoft position peaked at $4.57M in Q4 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.