FPI
MSFT icon

Financial Plan Inc’s Microsoft MSFT Stock Holding History

Financial Plan Inc’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 		$4.61M Buy
12,363
+173
+1% +$70K 0.44% 27
2026
Q1 		$4.51M Buy
12,190
+808
+7% +$338K 0.48% 24
2025
Q4 		$5.5M Buy
+11,382
New +$5.7M 0.63% 22

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 $3.38T AUM 44.17% 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

Financial Plan Inc's MSFT Position: Q2 2026 in Review

Financial Plan Inc increased its Microsoft (MSFT) stake by 1.4% in Q2 2026, buying an estimated $70K and bringing the position to 12,363 shares worth $4.61M. The position accounts for 0.44% of the portfolio, ranked #27.

Financial Plan Inc first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.5M in Q4 2025. 6,245 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Financial Plan Inc held 12,363 shares of Microsoft worth $4.61M as of Q2 2026.
  • Financial Plan Inc bought 173 Microsoft shares in Q2 2026, an estimated $70K.
  • Microsoft made up 0.44% of Financial Plan Inc's portfolio in Q2 2026, its #27 holding.
  • Financial Plan Inc first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Financial Plan Inc's Microsoft position peaked at $5.5M in Q4 2025.
  • 6,245 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.