LF
MSFT icon

LifePlan Financial’s Microsoft MSFT Stock Holding History

LifePlan Financial’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 		$2.43M Buy
6,506
+419
+7% +$170K 1.7% 14
2026
Q1 		$2.25M Buy
6,087
+743
+14% +$311K 1.67% 14
2025
Q4 		$2.58M Sell
5,344
-119
-2% -$59.6K 1.98% 12
2025
Q3 		$2.83M Sell
5,463
-169
-3% -$86.2K 2.24% 7
2025
Q2 		$2.8M Buy
5,632
+138
+3% +$59.9K 2.32% 7
2025
Q1 		$2.06M Buy
5,494
+317
+6% +$129K 1.8% 15
2024
Q4 		$2.18M Sell
5,177
-2
-0% -$852 1.93% 13
2024
Q3 		$2.23M Buy
5,179
+100
+2% +$42.7K 1.91% 14
2024
Q2 		$2.27M Sell
5,079
-153
-3% -$64.6K 2.09% 12
2024
Q1 		$2.2M Sell
5,232
-24
-0.5% -$9.72K 2.02% 12
2023
Q4 		$1.98M Buy
+5,256
New +$1.87M 1.98% 12

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

LifePlan Financial's MSFT Position: Q2 2026 in Review

LifePlan Financial increased its Microsoft (MSFT) stake by 6.9% in Q2 2026, buying an estimated $170K and bringing the position to 6,506 shares worth $2.43M. The position accounts for 1.7% of the portfolio, ranked #14.

LifePlan Financial first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.83M in Q3 2025. 2,816 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • LifePlan Financial held 6,506 shares of Microsoft worth $2.43M as of Q2 2026.
  • LifePlan Financial bought 419 Microsoft shares in Q2 2026, an estimated $170K.
  • Microsoft made up 1.7% of LifePlan Financial's portfolio in Q2 2026, its #14 holding.
  • LifePlan Financial first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • LifePlan Financial's Microsoft position peaked at $2.83M in Q3 2025.
  • 2,816 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.