Forbes Financial Planning’s Microsoft MSFT Stock Holding History

Forbes Financial 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	$727K	Sell	1,948 -12	-0.6%	-$4.86K	0.39%	25
2026 Q1	$726K	Hold	1,960	–	–	0.42%	25
2025 Q4	$948K	Hold	1,960	–	–	0.55%	24
2025 Q3	$1.02M	Buy	1,960 +125	+7%	+$63.8K	0.67%	22
2025 Q2	$913K	Hold	1,835	–	–	0.62%	23
2025 Q1	$689K	Sell	1,835 -10	-0.5%	-$4.08K	0.51%	25
2024 Q4	$778K	Hold	1,845	–	–	0.38%	25
2024 Q3	$794K	Hold	1,845	–	–	0.57%	23
2024 Q2	$825K	Hold	1,845	–	–	0.65%	23
2024 Q1	$776K	Hold	1,845	–	–	0.67%	23
2023 Q4	$694K	Hold	1,845	–	–	0.65%	22
2023 Q3	$583K	Hold	1,845	–	–	0.62%	21
2023 Q2	$628K	Hold	1,845	–	–	0.61%	23
2023 Q1	$532K	Buy	1,845 +36	+2%	+$9.18K	0.52%	24
2022 Q4	$421K	Hold	1,809	–	–	0.61%	22
2022 Q3	$421K	Hold	1,809	–	–	0.61%	22
2022 Q2	$466K	Sell	1,809 -456	-20%	-$124K	0.67%	22
2022 Q1	$697K	Buy	2,265 +261	+13%	+$78.5K	0.87%	18
2021 Q4	$674K	Buy	+2,004	New	+$650K	0.66%	25

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Forbes Financial Planning's MSFT Position: Q2 2026 in Review

Forbes Financial Planning reduced its Microsoft (MSFT) stake by 0.61% in Q2 2026, selling an estimated $4.86K and leaving 1,948 shares worth $727K. The position accounts for 0.39% of the portfolio, ranked #25.

Forbes Financial Planning first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.02M in Q3 2025. 4,112 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Forbes Financial Planning held 1,948 shares of Microsoft worth $727K as of Q2 2026.
Forbes Financial Planning sold 12 Microsoft shares in Q2 2026, an estimated $4.86K.
Microsoft made up 0.39% of Forbes Financial Planning's portfolio in Q2 2026, its #25 holding.
Forbes Financial Planning first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
Forbes Financial Planning's Microsoft position peaked at $1.02M in Q3 2025.
4,112 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Forbes Financial Planning's 13F filing for Q2 2026, filed 23 Jul 2026.