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Game Plan Financial Advisors’s Microsoft MSFT Stock Holding History

Game Plan Financial Advisors’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
Q1 		$2.1M Sell
5,674
-12,228
-68% -$5.12M 0.95% 34
2025
Q4 		$8.66M Sell
17,902
-64
-0.4% -$32.1K 3.48% 6
2025
Q3 		$9.31M Sell
17,966
-52
-0.3% -$26.5K 3.86% 4
2025
Q2 		$8.96M Buy
18,018
+2,154
+14% +$935K 3.92% 3
2025
Q1 		$5.96M Sell
15,864
-246
-2% -$100K 2.89% 10
2024
Q4 		$6.81M Buy
16,110
+972
+6% +$414K 3.23% 6
2024
Q3 		$6.51M Buy
15,138
+982
+7% +$420K 3.15% 7
2024
Q2 		$6.33M Buy
14,156
+176
+1% +$74.3K 3.12% 6
2024
Q1 		$5.88M Buy
13,980
+32
+0.2% +$13K 2.98% 6
2023
Q4 		$5.24M Buy
+13,948
New +$4.96M 3% 6
2022
Q4 		$3.3M Sell
13,752
-618
-4% -$148K 2.72% 9
2022
Q3 		$3.35M Sell
14,370
-152
-1% -$40.1K 2.82% 11
2022
Q2 		$3.71M Sell
14,522
-400
-3% -$109K 2.98% 9
2022
Q1 		$4.6M Buy
14,922
+1,334
+10% +$401K 2.75% 9
2021
Q4 		$4.57M Buy
13,588
+200
+1% +$64.8K 2.44% 10
2021
Q3 		$3.77M Sell
13,388
-175
-1% -$50.9K 2.25% 12
2021
Q2 		$3.67M Buy
13,563
+1,179
+10% +$300K 2.19% 11
2021
Q1 		$2.95M Sell
12,384
-50
-0.4% -$11.6K 1.9% 17
2020
Q4 		$2.75M Buy
12,434
+851
+7% +$183K 1.96% 14
2020
Q3 		$2.44M Sell
11,583
-1,168
-9% -$245K 2.44% 16
2020
Q2 		$2.6M Buy
12,751
+1,770
+16% +$321K 3.72% 10
2020
Q1 		$1.74M Buy
10,981
+7,021
+177% +$1.15M 2.05% 18
2019
Q4 		$624K Buy
+3,960
New +$582K 0.58% 47

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Game Plan Financial Advisors's MSFT Position: Q1 2026 in Review

Game Plan Financial Advisors reduced its Microsoft (MSFT) stake by 68% in Q1 2026, selling an estimated $5.12M and leaving 5,674 shares worth $2.1M. The position accounts for 0.95% of the portfolio, ranked #34.

Game Plan Financial Advisors first reported a position in MSFT in Q4 2019 and has held it in 23 quarters since. The position peaked at $9.31M in Q3 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Game Plan Financial Advisors held 5,674 shares of Microsoft worth $2.1M as of Q1 2026.
  • Game Plan Financial Advisors sold 12,228 Microsoft shares in Q1 2026, an estimated $5.12M.
  • Microsoft made up 0.95% of Game Plan Financial Advisors's portfolio in Q1 2026, its #34 holding.
  • Game Plan Financial Advisors first reported a position in Microsoft in Q4 2019 and has held it in 23 quarters since.
  • Game Plan Financial Advisors's Microsoft position peaked at $9.31M in Q3 2025.
  • 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.