MPPLM
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Midwest Professional Planners Ltd (MPPL)’s Microsoft MSFT Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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 		$4.58M Sell
12,360
-116
-0.9% -$48.5K 1.08% 27
2025
Q4 		$6.03M Sell
12,476
-265
-2% -$133K 1.43% 15
2025
Q3 		$6.6M Sell
12,741
-199
-2% -$102K 1.61% 10
2025
Q2 		$6.44M Sell
12,940
-131
-1% -$56.9K 1.69% 10
2025
Q1 		$4.91M Sell
13,071
-716
-5% -$292K 1.53% 13
2024
Q4 		$5.81M Buy
13,787
+519
+4% +$221K 1.74% 8
2024
Q3 		$5.71M Buy
13,268
+806
+6% +$345K 1.75% 7
2024
Q2 		$5.57M Buy
12,462
+699
+6% +$295K 1.86% 6
2024
Q1 		$4.95M Buy
11,763
+3,022
+35% +$1.22M 1.74% 8
2023
Q4 		$3.29M Buy
8,741
+509
+6% +$181K 1.31% 16
2023
Q3 		$2.6M Sell
8,232
-155
-2% -$51.2K 1.17% 24
2023
Q2 		$2.86M Buy
8,387
+981
+13% +$307K 1.25% 21
2023
Q1 		$2.14M Sell
7,406
-2,248
-23% -$573K 1.04% 23
2022
Q4 		$2.32M Buy
9,654
+428
+5% +$103K 1.28% 18
2022
Q3 		$2.15M Buy
9,226
+584
+7% +$154K 1.28% 14
2022
Q2 		$2.22M Buy
8,642
+379
+5% +$103K 1.25% 17
2022
Q1 		$2.55M Buy
8,263
+475
+6% +$143K 1.25% 19
2021
Q4 		$2.62M Buy
7,788
+98
+1% +$31.8K 1.27% 19
2021
Q3 		$2.17M Sell
7,690
-11
-0.1% -$3.2K 1.15% 23
2021
Q2 		$2.09M Buy
+7,701
New +$1.96M 1.09% 24
2021
Q1 		– Sell
-7,475
Closed -$1.66M – 106
2020
Q4 		$1.66M Buy
+7,475
New +$1.61M 1.02% 23
2020
Q1 		– Sell
-1,352
Closed -$239K – 88
2019
Q4 		$239K Sell
1,352
-2,594
-66% -$381K 0.2% 85
2019
Q3 		$549K Buy
3,946
+400
+11% +$55K 0.49% 51
2019
Q2 		$475K Buy
3,546
+64
+2% +$8.13K 0.44% 57
2019
Q1 		$411K Buy
+3,482
New +$380K 0.4% 54
2018
Q3 		– Sell
-260
Closed -$26K – 218
2018
Q2 		$26K Hold
260
– – 0.02% 175
2018
Q1 		$24K Sell
260
-54
-17% -$4.94K 0.02% 173
2017
Q4 		$27K Buy
+314
New +$25.8K 0.02% 168

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

Midwest Professional Planners Ltd (MPPL)'s MSFT Position: Q1 2026 in Review

Midwest Professional Planners Ltd (MPPL) reduced its Microsoft (MSFT) stake by 0.93% in Q1 2026, selling an estimated $48.5K and leaving 12,360 shares worth $4.58M. The position accounts for 1.08% of the portfolio, ranked #27.

Midwest Professional Planners Ltd (MPPL) first reported a position in MSFT in Q4 2017 and has held it in 28 quarters since. The position peaked at $6.6M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Midwest Professional Planners Ltd (MPPL) held 12,360 shares of Microsoft worth $4.58M as of Q1 2026.
  • Midwest Professional Planners Ltd (MPPL) sold 116 Microsoft shares in Q1 2026, an estimated $48.5K.
  • Microsoft made up 1.08% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q1 2026, its #27 holding.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in Microsoft in Q4 2017 and has held it in 28 quarters since.
  • Midwest Professional Planners Ltd (MPPL)'s Microsoft position peaked at $6.6M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q1 2026, filed 5 May 2026.