LWP
MSFT icon

Laurel Wealth Planning’s Microsoft MSFT Stock Holding History

Laurel Wealth 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
Q1 		$245K Buy
661
+86
+15% +$36K 0.13% 56
2025
Q4 		$278K Buy
575
+79
+16% +$39.6K 0.15% 50
2025
Q3 		$257K Buy
496
+3
+0.6% +$1.53K 0.14% 54
2025
Q2 		$245K Sell
493
-75
-13% -$32.6K 0.14% 51
2025
Q1 		$213K Hold
568
– – 0.14% 54
2024
Q4 		$239K Hold
568
– – 0.15% 49
2024
Q3 		$244K Sell
568
-298
-34% -$127K 0.16% 50
2024
Q2 		$387K Sell
866
-46
-5% -$19.4K 0.27% 41
2024
Q1 		$384K Sell
912
-112
-11% -$45.3K 0.26% 41
2023
Q4 		$385K Buy
1,024
+13
+1% +$4.63K 0.27% 42
2023
Q3 		$319K Hold
1,011
– – 0.25% 43
2023
Q2 		$344K Sell
1,011
-600
-37% -$188K 0.25% 48
2023
Q1 		$464K Sell
1,611
-5
-0.3% -$1.27K 0.31% 49
2022
Q4 		$388K Sell
1,616
-77
-5% -$18.5K 0.25% 51
2022
Q3 		$394K Sell
1,693
-142
-8% -$37.5K 0.29% 49
2022
Q2 		$471K Sell
1,835
-88
-5% -$23.9K 0.33% 48
2022
Q1 		$593K Buy
1,923
+1,057
+122% +$318K 0.4% 45
2021
Q4 		$291K Sell
866
-116
-12% -$37.6K 0.22% 58
2021
Q3 		$277K Buy
982
+295
+43% +$85.8K 0.22% 51
2021
Q2 		$186K Hold
687
– – 0.16% 49
2021
Q1 		$162K Sell
687
-153
-18% -$35.5K 0.15% 47
2020
Q4 		$187K Buy
+840
New +$181K 0.18% 44

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

Laurel Wealth Planning's MSFT Position: Q1 2026 in Review

Laurel Wealth Planning increased its Microsoft (MSFT) stake by 15% in Q1 2026, buying an estimated $36K and bringing the position to 661 shares worth $245K. The position accounts for 0.13% of the portfolio, ranked #56.

Laurel Wealth Planning first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $593K in Q1 2022. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Laurel Wealth Planning held 661 shares of Microsoft worth $245K as of Q1 2026.
  • Laurel Wealth Planning bought 86 Microsoft shares in Q1 2026, an estimated $36K.
  • Microsoft made up 0.13% of Laurel Wealth Planning's portfolio in Q1 2026, its #56 holding.
  • Laurel Wealth Planning first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Laurel Wealth Planning's Microsoft position peaked at $593K in Q1 2022.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.