IFPL
MSFT icon

Investments & Financial Planning LLC’s Microsoft MSFT Stock Holding History

Investments & Financial Planning LLC’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 		$729K Buy
1,955
+145
+8% +$58.7K 0.35% 17
2026
Q1 		$670K Buy
1,810
+1,177
+186% +$493K 0.36% 18
2025
Q4 		$306K Hold
633
– – 0.16% 30
2025
Q3 		$328K Hold
633
– – 0.18% 30
2025
Q2 		$315K Buy
633
+1
+0.2% +$434 0.18% 29
2025
Q1 		$237K Buy
+632
New +$258K 0.15% 31
2024
Q4 		– Sell
-586
Closed -$252K – 34
2024
Q3 		$252K Buy
586
+1
+0.2% +$427 0.16% 31
2024
Q2 		$262K Hold
585
– – 0.18% 30
2024
Q1 		$246K Hold
585
– – 0.17% 31
2023
Q4 		$220K Buy
+585
New +$208K 0.16% 31
2023
Q2 		– Sell
-709
Closed -$204K – 37
2023
Q1 		$204K Sell
709
-198
-22% -$50.5K 0.19% 36
2022
Q4 		$218K Buy
+907
New +$218K 0.21% 35
2022
Q2 		$275K Buy
1,070
+297
+38% +$80.6K 0.28% 30
2022
Q1 		$238K Buy
+773
New +$233K 0.21% 31

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 $3.37T AUM 44.26% 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

Investments & Financial Planning LLC's MSFT Position: Q2 2026 in Review

Investments & Financial Planning LLC increased its Microsoft (MSFT) stake by 8% in Q2 2026, buying an estimated $58.7K and bringing the position to 1,955 shares worth $729K. The position accounts for 0.35% of the portfolio, ranked #17.

Investments & Financial Planning LLC first reported a position in MSFT in Q1 2022 and has held it in 14 quarters since. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Investments & Financial Planning LLC held 1,955 shares of Microsoft worth $729K as of Q2 2026.
  • Investments & Financial Planning LLC bought 145 Microsoft shares in Q2 2026, an estimated $58.7K.
  • Microsoft made up 0.35% of Investments & Financial Planning LLC's portfolio in Q2 2026, its #17 holding.
  • Investments & Financial Planning LLC first reported a position in Microsoft in Q1 2022 and has held it in 14 quarters since.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q2 2026, filed 13 Aug 2026.