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BFC Planning, Inc.’s Microsoft MSFT Stock Holding History

BFC Planning, Inc.’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 		$41.7M Buy
111,878
+972
+0.9% +$393K 1.7% 5
2026
Q1 		$41.1M Sell
110,906
-2,254
-2% -$943K 1.83% 6
2025
Q4 		$54.7M Buy
113,160
+43,777
+63% +$21.9M 2.42% 4
2025
Q3 		$35.9M Buy
69,383
+186
+0.3% +$94.9K 2.6% 4
2025
Q2 		$34.4M Buy
69,197
+3,425
+5% +$1.49M 2.7% 4
2025
Q1 		$24.7M Buy
65,772
+707
+1% +$288K 2.18% 5
2024
Q4 		$27.4M Buy
+65,065
New +$27.7M 2.28% 4

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BFC Planning, Inc.'s MSFT Position: Q2 2026 in Review

BFC Planning, Inc. increased its Microsoft (MSFT) stake by 0.88% in Q2 2026, buying an estimated $393K and bringing the position to 111,878 shares worth $41.7M. The position accounts for 1.7% of the portfolio, ranked #5.

BFC Planning, Inc. first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $54.7M in Q4 2025. 6,268 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • BFC Planning, Inc. held 111,878 shares of Microsoft worth $41.7M as of Q2 2026.
  • BFC Planning, Inc. bought 972 Microsoft shares in Q2 2026, an estimated $393K.
  • Microsoft made up 1.7% of BFC Planning, Inc.'s portfolio in Q2 2026, its #5 holding.
  • BFC Planning, Inc. first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Microsoft position peaked at $54.7M in Q4 2025.
  • 6,268 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.