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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
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

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Financial Plan Inc's MSFT Position: Q1 2026 in Review

Financial Plan Inc increased its Microsoft (MSFT) stake by 7.1% in Q1 2026, buying an estimated $338K and bringing the position to 12,190 shares worth $4.51M. The position accounts for 0.48% of the portfolio, ranked #24.

Financial Plan Inc first reported a position in MSFT in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.5M in Q4 2025. 6,195 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Financial Plan Inc held 12,190 shares of Microsoft worth $4.51M as of Q1 2026.
  • Financial Plan Inc bought 808 Microsoft shares in Q1 2026, an estimated $338K.
  • Microsoft made up 0.48% of Financial Plan Inc's portfolio in Q1 2026, its #24 holding.
  • Financial Plan Inc first reported a position in Microsoft in Q4 2025 and has held it in 2 quarters since.
  • Financial Plan Inc's Microsoft position peaked at $5.5M in Q4 2025.
  • 6,195 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.