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 Q2	$1.33M	Buy	3,557 +220	+7%	+$89K	0.46%	61
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LifePlan Investment Advisors's MSFT Position: Q2 2026 in Review

LifePlan Investment Advisors increased its Microsoft (MSFT) stake by 6.6% in Q2 2026, buying an estimated $89K and bringing the position to 3,557 shares worth $1.33M. The position accounts for 0.46% of the portfolio, ranked #61.

LifePlan Investment Advisors first reported a position in MSFT in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.64M in Q4 2025. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

LifePlan Investment Advisors held 3,557 shares of Microsoft worth $1.33M as of Q2 2026.
LifePlan Investment Advisors bought 220 Microsoft shares in Q2 2026, an estimated $89K.
Microsoft made up 0.46% of LifePlan Investment Advisors's portfolio in Q2 2026, its #61 holding.
LifePlan Investment Advisors first reported a position in Microsoft in Q2 2023 and has held it in 13 quarters since.
LifePlan Investment Advisors's Microsoft position peaked at $1.64M in Q4 2025.
6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.