Fee-Only Financial Planning’s Microsoft MSFT Stock Holding History

Fee-Only 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 Q1	$436K	Buy	1,178 +19	+2%	+$7.95K	0.26%	27
2025 Q4	$561K	Sell	1,159 -67	-5%	-$33.6K	0.33%	24
2025 Q3	$635K	Hold	1,226	–	–	0.37%	23
2025 Q2	$610K	Hold	1,226	–	–	0.38%	23
2025 Q1	$460K	Hold	1,226	–	–	0.31%	26
2024 Q4	$517K	Hold	1,226	–	–	0.33%	24
2024 Q3	$528K	Hold	1,226	–	–	0.34%	25
2024 Q2	$548K	Hold	1,226	–	–	0.37%	23
2024 Q1	$516K	Hold	1,226	–	–	0.35%	23
2023 Q4	$461K	Hold	1,226	–	–	0.33%	24
2023 Q3	$387K	Hold	1,226	–	–	0.31%	26
2023 Q2	$418K	Buy	1,226 +45	+4%	+$14.1K	0.32%	27
2023 Q1	$340K	Hold	1,181	–	–	0.28%	30
2022 Q4	$283K	Buy	+1,181	New	+$283K	0.24%	34

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

Fee-Only Financial Planning's MSFT Position: Q1 2026 in Review

Fee-Only Financial Planning increased its Microsoft (MSFT) stake by 1.6% in Q1 2026, buying an estimated $7.95K and bringing the position to 1,178 shares worth $436K. The position accounts for 0.26% of the portfolio, ranked #27.

Fee-Only Financial Planning first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $635K in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Fee-Only Financial Planning held 1,178 shares of Microsoft worth $436K as of Q1 2026.
Fee-Only Financial Planning bought 19 Microsoft shares in Q1 2026, an estimated $7.95K.
Microsoft made up 0.26% of Fee-Only Financial Planning's portfolio in Q1 2026, its #27 holding.
Fee-Only Financial Planning first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
Fee-Only Financial Planning's Microsoft position peaked at $635K in Q3 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Fee-Only Financial Planning's 13F filing for Q1 2026, filed 29 Apr 2026.