FLP Wealth Management
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FLP Wealth Management’s Microsoft MSFT Stock Holding History

FLP Wealth Management’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
Q3 		$471K Buy
+918
New +$425K 0.76% 33
2026
Q1 		– Sell
-471
Closed -$228K – 64
2025
Q4 		$228K Sell
471
-3
-0.6% -$1.5K 0.54% 53
2025
Q3 		$245K Buy
474
+19
+4% +$9.7K 0.69% 48
2025
Q2 		$226K Buy
+455
New +$198K 0.64% 52
2025
Q1 		– Sell
-423
Closed -$178K – 314
2024
Q4 		$178K Buy
+423
New +$180K 0.46% 55

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

FLP Wealth Management's MSFT Position: Q3 2026 in Review

FLP Wealth Management opened a new position in Microsoft (MSFT) in Q3 2026: 918 shares worth $471K. The stake represents 0.76% of the portfolio and ranks #33 among its holdings. This is a return to the name: FLP Wealth Management previously reported a position in MSFT as recently as Q4 2025.

FLP Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 5 quarters since. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • FLP Wealth Management held 918 shares of Microsoft worth $471K as of Q3 2026.
  • Microsoft was a new FLP Wealth Management position in Q3 2026.
  • Microsoft made up 0.76% of FLP Wealth Management's portfolio in Q3 2026, its #33 holding.
  • FLP Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 5 quarters since.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on FLP Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.