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Franklin, Parlapiano, Turner & Welch’s Microsoft MSFT Stock Holding History

Franklin, Parlapiano, Turner & Welch’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 		$8.53M Sell
22,873
-21
-0.1% -$8.5K 1.93% 15
2026
Q1 		$9.52M Buy
22,894
+236
+1% +$98.8K 2.27% 11
2025
Q4 		$10.4M Sell
22,658
-735
-3% -$368K 2.59% 10
2025
Q3 		$12.1M Sell
23,393
-1,414
-6% -$721K 3.06% 5
2025
Q2 		$12.3M Buy
24,807
+107
+0.4% +$46.5K 3.22% 5
2025
Q1 		$9.27M Buy
24,700
+44
+0.2% +$17.9K 2.5% 9
2024
Q4 		$10.4M Sell
24,656
-217
-0.9% -$92.4K 2.81% 5
2024
Q3 		$10.7M Sell
24,873
-144
-0.6% -$61.6K 2.77% 6
2024
Q2 		$11.2M Sell
25,017
-2,412
-9% -$1.02M 3.1% 5
2024
Q1 		$11.5M Sell
27,429
-1,076
-4% -$436K 3.17% 6
2023
Q4 		$10.7M Sell
28,505
-1,568
-5% -$558K 3.07% 6
2023
Q3 		$9.5M Sell
30,073
-1,733
-5% -$573K 2.95% 7
2023
Q2 		$10.8M Sell
31,806
-124
-0.4% -$38.9K 3.21% 6
2023
Q1 		$9.21M Buy
31,930
+210
+0.7% +$53.6K 2.93% 6
2022
Q4 		$7.61M Buy
31,720
+657
+2% +$158K 2.5% 13
2022
Q3 		$7.24M Buy
31,063
+254
+0.8% +$67.1K 2.58% 9
2022
Q2 		$7.91M Sell
30,809
-125
-0.4% -$33.9K 2.67% 6
2022
Q1 		$9.54M Sell
30,934
-30
-0.1% -$9.03K 2.84% 5
2021
Q4 		$10.4M Sell
30,964
-1,565
-5% -$507K 2.99% 5
2021
Q3 		$9.17M Sell
32,529
-1,156
-3% -$336K 2.88% 5
2021
Q2 		$9.13M Sell
33,685
-901
-3% -$229K 2.82% 5
2021
Q1 		$8.15M Sell
34,586
-194
-0.6% -$45K 2.74% 6
2020
Q4 		$7.74M Sell
34,780
-3,161
-8% -$680K 2.8% 6
2020
Q3 		$7.98M Sell
37,941
-3,667
-9% -$770K 3.22% 5
2020
Q2 		$8.47M Sell
41,608
-4,936
-11% -$896K 3.5% 5
2020
Q1 		$7.34M Sell
46,544
-2,251
-5% -$370K 3.37% 5
2019
Q4 		$7.7M Sell
48,795
-3,932
-7% -$578K 2.9% 5
2019
Q3 		$7.33M Sell
52,727
-4,298
-8% -$591K 2.85% 5
2019
Q2 		$7.64M Sell
57,025
-6,113
-10% -$776K 2.99% 5
2019
Q1 		$7.45M Sell
63,138
-4,820
-7% -$526K 2.94% 6
2018
Q4 		$6.9M Sell
67,958
-520
-0.8% -$55.7K 3.04% 6
2018
Q3 		$7.83M Sell
68,478
-2,200
-3% -$238K 3.13% 6
2018
Q2 		$6.97M Sell
70,678
-1,291
-2% -$125K 2.87% 7
2018
Q1 		$6.57M Sell
71,969
-3,135
-4% -$287K 2.8% 7
2017
Q4 		$6.42M Sell
75,104
-3,637
-5% -$298K 2.63% 7
2017
Q3 		$5.87M Buy
78,741
+1,708
+2% +$125K 2.52% 7
2017
Q2 		$5.31M Sell
77,033
-2,840
-4% -$195K 2.43% 7
2017
Q1 		$5.26M Buy
79,873
+818
+1% +$52.4K 2.44% 7
2016
Q4 		$4.91M Buy
79,055
+908
+1% +$54.6K 2.44% 7
2016
Q3 		$4.5M Buy
78,147
+3,047
+4% +$172K 2.29% 8
2016
Q2 		$3.84M Sell
75,100
-2,309
-3% -$120K 2.05% 12
2016
Q1 		$4.28M Buy
77,409
+2,621
+4% +$137K 2.35% 7
2015
Q4 		$4.15M Buy
74,788
+2,501
+3% +$132K 2.46% 7
2015
Q3 		$3.2M Buy
72,287
+421
+0.6% +$18.9K 2.1% 13
2015
Q2 		$3.17M Buy
71,866
+1,476
+2% +$67.3K 2.1% 16
2015
Q1 		$2.86M Buy
70,390
+1,315
+2% +$57.2K 1.92% 20
2014
Q4 		$3.21M Buy
69,075
+1,746
+3% +$82K 2.15% 14
2014
Q3 		$3.12M Buy
67,329
+1,930
+3% +$86.1K 2.24% 11
2014
Q2 		$2.73M Buy
65,399
+1,178
+2% +$47.7K 1.95% 13
2014
Q1 		$2.63M Sell
64,221
-25
-0% -$938 1.9% 12
2013
Q4 		$2.4M Buy
64,246
+1,946
+3% +$70.7K 1.66% 16
2013
Q3 		$2.07M Buy
62,300
+7,898
+15% +$260K 1.52% 22
2013
Q2 		$1.88M Buy
+54,402
New +$1.78M 1.6% 19

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch's MSFT Position: Q2 2026 in Review

Franklin, Parlapiano, Turner & Welch reduced its Microsoft (MSFT) stake by 0.09% in Q2 2026, selling an estimated $8.5K and leaving 22,873 shares worth $8.53M. The position accounts for 1.93% of the portfolio, ranked #15.

Franklin, Parlapiano, Turner & Welch first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.3M in Q2 2025. 1,485 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Franklin, Parlapiano, Turner & Welch held 22,873 shares of Microsoft worth $8.53M as of Q2 2026.
  • Franklin, Parlapiano, Turner & Welch sold 21 Microsoft shares in Q2 2026, an estimated $8.5K.
  • Microsoft made up 1.93% of Franklin, Parlapiano, Turner & Welch's portfolio in Q2 2026, its #15 holding.
  • Franklin, Parlapiano, Turner & Welch first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
  • Franklin, Parlapiano, Turner & Welch's Microsoft position peaked at $12.3M in Q2 2025.
  • 1,485 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Franklin, Parlapiano, Turner & Welch's 13F filing for Q2 2026, filed 9 Jul 2026.