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Intrepid Financial Planning Group’s Microsoft MSFT Stock Holding History

Intrepid Financial Planning Group’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 		$2.25M Sell
6,090
-118
-2% -$49.4K 0.91% 28
2025
Q4 		$3M Sell
6,208
-156
-2% -$78.2K 1.14% 23
2025
Q3 		$3.3M Sell
6,364
-144
-2% -$73.5K 1.26% 22
2025
Q2 		$3.24M Sell
6,508
-24
-0.4% -$10.4K 1.36% 20
2025
Q1 		$2.45M Sell
6,532
-154
-2% -$62.8K 1.14% 21
2024
Q4 		$2.82M Sell
6,686
-165
-2% -$70.3K 1.19% 23
2024
Q3 		$2.95M Sell
6,851
-360
-5% -$154K 1.26% 19
2024
Q2 		$3.22M Sell
7,211
-151
-2% -$63.8K 1.38% 18
2024
Q1 		$3.1M Buy
7,362
+1,414
+24% +$572K 1.34% 19
2023
Q4 		$2.24M Sell
5,948
-15
-0.3% -$5.34K 1.07% 26
2023
Q3 		$1.88M Sell
5,963
-405
-6% -$134K 0.98% 29
2023
Q2 		$2.17M Buy
6,368
+217
+4% +$68K 1.04% 25
2023
Q1 		$1.77M Sell
6,151
-120
-2% -$30.6K 0.89% 30
2022
Q4 		$1.5M Buy
6,271
+120
+2% +$28.8K 0.82% 32
2022
Q3 		$1.43M Buy
6,151
+3,229
+111% +$853K 0.81% 32
2022
Q2 		$750K Buy
+2,922
New +$793K 0.41% 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

Intrepid Financial Planning Group's MSFT Position: Q1 2026 in Review

Intrepid Financial Planning Group reduced its Microsoft (MSFT) stake by 1.9% in Q1 2026, selling an estimated $49.4K and leaving 6,090 shares worth $2.25M. The position accounts for 0.91% of the portfolio, ranked #28.

Intrepid Financial Planning Group first reported a position in MSFT in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.3M in Q3 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Intrepid Financial Planning Group held 6,090 shares of Microsoft worth $2.25M as of Q1 2026.
  • Intrepid Financial Planning Group sold 118 Microsoft shares in Q1 2026, an estimated $49.4K.
  • Microsoft made up 0.91% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #28 holding.
  • Intrepid Financial Planning Group first reported a position in Microsoft in Q2 2022 and has held it in 16 quarters since.
  • Intrepid Financial Planning Group's Microsoft position peaked at $3.3M in Q3 2025.
  • 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.