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Fiduciary Planning’s Microsoft MSFT Stock Holding History

Fiduciary 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 		$2.38M Buy
6,421
+9
+0.1% +$3.77K 0.72% 25
2025
Q4 		$3.1M Sell
6,412
-50
-0.8% -$25.1K 0.94% 23
2025
Q3 		$3.35M Sell
6,462
-167
-3% -$85.2K 1.02% 22
2025
Q2 		$3.3M Sell
6,629
-841
-11% -$365K 1.09% 20
2025
Q1 		$2.8M Buy
7,470
+18
+0.2% +$7.34K 0.92% 20
2024
Q4 		$3.14M Sell
7,452
-78
-1% -$33.2K 1.02% 19
2024
Q3 		$3.24M Sell
7,530
-81
-1% -$34.6K 1.1% 20
2024
Q2 		$3.4M Buy
7,611
+424
+6% +$179K 1.22% 19
2024
Q1 		$3.02M Buy
7,187
+1,640
+30% +$664K 1.14% 17
2023
Q4 		$2.09M Buy
5,547
+229
+4% +$81.5K 0.89% 18
2023
Q3 		$1.68M Sell
5,318
-453
-8% -$150K 0.79% 23
2023
Q2 		$1.97M Sell
5,771
-128
-2% -$40.1K 0.9% 14
2023
Q1 		$1.7M Buy
5,899
+217
+4% +$55.4K 0.81% 13
2022
Q4 		$1.36M Buy
5,682
+3,438
+153% +$825K 0.66% 15
2022
Q3 		$523K Sell
2,244
-411
-15% -$109K 0.27% 31
2022
Q2 		$682K Sell
2,655
-148
-5% -$40.2K 0.34% 28
2022
Q1 		$864K Sell
2,803
-1,486
-35% -$447K 0.47% 23
2021
Q4 		$1.44M Sell
4,289
-6,036
-58% -$1.96M 0.81% 12
2021
Q3 		$2.91M Sell
10,325
-193
-2% -$56.2K 1.55% 12
2021
Q2 		$2.85M Sell
10,518
-4,410
-30% -$1.12M 2.46% 10
2021
Q1 		$3.52M Buy
14,928
+2,171
+17% +$504K 5.32% 3
2020
Q4 		$2.84M Buy
12,757
+437
+4% +$94K 4% 3
2020
Q3 		$2.59M Buy
12,320
+1,308
+12% +$275K 4.27% 3
2020
Q2 		$2.26M Sell
11,012
-3,321
-23% -$603K 4.97% 3
2020
Q1 		$2.26M Buy
14,333
+5,678
+66% +$934K 4.24% 7
2019
Q4 		$1.43M Buy
+8,655
New +$1.27M 1.32% 13

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

Fiduciary Planning's MSFT Position: Q1 2026 in Review

Fiduciary Planning increased its Microsoft (MSFT) stake by 0.14% in Q1 2026, buying an estimated $3.77K and bringing the position to 6,421 shares worth $2.38M. The position accounts for 0.72% of the portfolio, ranked #25.

Fiduciary Planning first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.52M in Q1 2021. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Fiduciary Planning held 6,421 shares of Microsoft worth $2.38M as of Q1 2026.
  • Fiduciary Planning bought 9 Microsoft shares in Q1 2026, an estimated $3.77K.
  • Microsoft made up 0.72% of Fiduciary Planning's portfolio in Q1 2026, its #25 holding.
  • Fiduciary Planning first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Fiduciary Planning's Microsoft position peaked at $3.52M in Q1 2021.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.