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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
Q2 		$2.55M Buy
6,829
+408
+6% +$165K 0.67% 25
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fiduciary Planning's MSFT Position: Q2 2026 in Review

Fiduciary Planning increased its Microsoft (MSFT) stake by 6.4% in Q2 2026, buying an estimated $165K and bringing the position to 6,829 shares worth $2.55M. The position accounts for 0.67% of the portfolio, ranked #25.

Fiduciary Planning first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.52M in Q1 2021. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Fiduciary Planning held 6,829 shares of Microsoft worth $2.55M as of Q2 2026.
  • Fiduciary Planning bought 408 Microsoft shares in Q2 2026, an estimated $165K.
  • Microsoft made up 0.67% of Fiduciary Planning's portfolio in Q2 2026, its #25 holding.
  • Fiduciary Planning first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Fiduciary Planning's Microsoft position peaked at $3.52M in Q1 2021.
  • 6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.