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 Q2	$439K	Hold	1,178	–	–	0.24%	29
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 $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

Fee-Only Financial Planning's MSFT Position: Q2 2026 in Review

Fee-Only Financial Planning held its Microsoft (MSFT) position steady in Q2 2026 at 1,178 shares worth $439K. The position accounts for 0.24% of the portfolio, ranked #29.

Fee-Only Financial Planning first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $635K in Q3 2025. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Fee-Only Financial Planning held 1,178 shares of Microsoft worth $439K as of Q2 2026.
Fee-Only Financial Planning left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.24% of Fee-Only Financial Planning's portfolio in Q2 2026, its #29 holding.
Fee-Only Financial Planning first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
Fee-Only Financial Planning's Microsoft position peaked at $635K in Q3 2025.
6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Fee-Only Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.