Life Planning Partners’s Microsoft MSFT Stock Holding History

Life Planning Partners’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 Q3	$379K	Sell	740 -19	-3%	-$8.79K	0.3%	53
2026 Q2	$283K	Buy	759 +20	+3%	+$8.09K	0.21%	60
2026 Q1	$273K	Buy	739 +213	+40%	+$89.1K	0.21%	61
2025 Q4	$254K	Sell	526 -65	-11%	-$32.6K	0.19%	61
2025 Q3	$306K	Hold	591	–	–	0.22%	56
2025 Q2	$294K	Hold	591	–	–	0.23%	57
2025 Q1	$222K	Buy	591 +51	+9%	+$20.8K	0.2%	59
2024 Q4	$228K	Buy	540 +26	+5%	+$11.1K	0.21%	55
2024 Q3	$221K	Buy	514 +45	+10%	+$19.2K	0.2%	55
2024 Q2	$210K	Buy	+469	New	+$198K	0.19%	58
2024 Q1	–	Sell	-389	Closed	-$146K	–	170
2023 Q4	$146K	Buy	+389	New	+$138K	0.14%	66
2022 Q3	$691K	Hold	2,967	–	–	0.79%	27
2022 Q2	$762K	Hold	2,967	–	–	0.86%	26
2022 Q1	$915K	Hold	2,967	–	–	0.93%	26
2021 Q4	$998K	Buy	+2,967	New	+$962K	1%	24

Other funds holding MSFT

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Life Planning Partners's MSFT Position: Q3 2026 in Review

Life Planning Partners reduced its Microsoft (MSFT) stake by 2.5% in Q3 2026, selling an estimated $8.79K and leaving 740 shares worth $379K. The position accounts for 0.3% of the portfolio, ranked #53.

Life Planning Partners first reported a position in MSFT in Q4 2021 and has held it in 15 quarters since. The position peaked at $998K in Q4 2021. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Life Planning Partners held 740 shares of Microsoft worth $379K as of Q3 2026.
Life Planning Partners sold 19 Microsoft shares in Q3 2026, an estimated $8.79K.
Microsoft made up 0.3% of Life Planning Partners's portfolio in Q3 2026, its #53 holding.
Life Planning Partners first reported a position in Microsoft in Q4 2021 and has held it in 15 quarters since.
Life Planning Partners's Microsoft position peaked at $998K in Q4 2021.
4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Life Planning Partners's 13F filing for Q3 2026, filed 28 Oct 2026.