Falcon Wealth Planning’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Other funds holding MSFT
Falcon Wealth Planning's MSFT Position: Q2 2026 in Review
Falcon Wealth Planning increased its Microsoft (MSFT) stake by 2.8% in Q2 2026, buying an estimated $176K and bringing the position to 16,025 shares worth $5.98M. The position accounts for 0.38% of the portfolio, ranked #28.
Falcon Wealth Planning first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.36M in Q4 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Falcon Wealth Planning held 16,025 shares of Microsoft worth $5.98M as of Q2 2026.
- Falcon Wealth Planning bought 435 Microsoft shares in Q2 2026, an estimated $176K.
- Microsoft made up 0.38% of Falcon Wealth Planning's portfolio in Q2 2026, its #28 holding.
- Falcon Wealth Planning first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
- Falcon Wealth Planning's Microsoft position peaked at $7.36M in Q4 2025.
- 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.