Forbes Financial Planning
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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
Q3 		$999K Hold
1,948
– – 0.55% 23
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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

Forbes Financial Planning's MSFT Position: Q3 2026 in Review

Forbes Financial Planning held its Microsoft (MSFT) position steady in Q3 2026 at 1,948 shares worth $999K. The position accounts for 0.55% of the portfolio, ranked #23.

Forbes Financial Planning first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.02M in Q3 2025. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Forbes Financial Planning held 1,948 shares of Microsoft worth $999K as of Q3 2026.
  • Forbes Financial Planning left its Microsoft share count unchanged in Q3 2026.
  • Microsoft made up 0.55% of Forbes Financial Planning's portfolio in Q3 2026, its #23 holding.
  • Forbes Financial Planning first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • Forbes Financial Planning's Microsoft position peaked at $1.02M in Q3 2025.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Forbes Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.