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Frisco Financial Planning’s Microsoft MSFT Stock Holding History

Frisco 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 		$67.7K Hold
132
– – 0.05% 23
2026
Q2 		$49.2K Hold
132
– – 0.04% 24
2026
Q1 		$48.9K Hold
132
– – 0.04% 24
2025
Q4 		$63.8K Sell
132
-63
-32% -$31.6K 0.05% 23
2025
Q3 		$101K Buy
+195
New +$99.5K 0.09% 20

Other funds holding MSFT

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

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

Frisco Financial Planning held its Microsoft (MSFT) position steady in Q3 2026 at 132 shares worth $67.7K. The position accounts for 0.05% of the portfolio, ranked #23.

Frisco Financial Planning first reported a position in MSFT in Q3 2025 and has held it in 5 quarters since. The position peaked at $101K in Q3 2025. 58 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Frisco Financial Planning held 132 shares of Microsoft worth $67.7K as of Q3 2026.
  • Frisco Financial Planning left its Microsoft share count unchanged in Q3 2026.
  • Microsoft made up 0.05% of Frisco Financial Planning's portfolio in Q3 2026, its #23 holding.
  • Frisco Financial Planning first reported a position in Microsoft in Q3 2025 and has held it in 5 quarters since.
  • Frisco Financial Planning's Microsoft position peaked at $101K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Frisco Financial Planning's 13F filing for Q3 2026, filed 5 Oct 2026.