LifePlan Investment Advisors’s Microsoft MSFT Stock Holding History

LifePlan Investment Advisors’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	$1.24M	Sell	3,337 -54	-2%	-$22.6K	0.49%	57
2025 Q4	$1.64M	Buy	3,391 +379	+13%	+$190K	0.67%	48
2025 Q3	$1.56M	Buy	3,012 +76	+3%	+$38.8K	0.65%	47
2025 Q2	$1.46M	Sell	2,936 -155	-5%	-$67.3K	0.73%	41
2025 Q1	$1.16M	Sell	3,091 -108	-3%	-$44K	0.67%	45
2024 Q4	$1.35M	Buy	3,199 +111	+4%	+$47.3K	0.83%	36
2024 Q3	$1.33M	Buy	3,088 +52	+2%	+$22.2K	0.85%	34
2024 Q2	$1.36M	Buy	3,036 +94	+3%	+$39.7K	0.98%	30
2024 Q1	$1.24M	Buy	2,942 +258	+10%	+$104K	0.99%	29
2023 Q4	$1.01M	Buy	2,684 +303	+13%	+$108K	0.92%	30
2023 Q3	$752K	Buy	2,381 +570	+31%	+$188K	0.8%	29
2023 Q2	$617K	Buy	+1,811	New	+$568K	0.69%	32

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LifePlan Investment Advisors's MSFT Position: Q1 2026 in Review

LifePlan Investment Advisors reduced its Microsoft (MSFT) stake by 1.6% in Q1 2026, selling an estimated $22.6K and leaving 3,337 shares worth $1.24M. The position accounts for 0.49% of the portfolio, ranked #57.

LifePlan Investment Advisors first reported a position in MSFT in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.64M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

LifePlan Investment Advisors held 3,337 shares of Microsoft worth $1.24M as of Q1 2026.
LifePlan Investment Advisors sold 54 Microsoft shares in Q1 2026, an estimated $22.6K.
Microsoft made up 0.49% of LifePlan Investment Advisors's portfolio in Q1 2026, its #57 holding.
LifePlan Investment Advisors first reported a position in Microsoft in Q2 2023 and has held it in 12 quarters since.
LifePlan Investment Advisors's Microsoft position peaked at $1.64M in Q4 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.