MPS Loria Financial Planners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.79M | Buy |
7,531
+59
| +0.8% | +$24.7K | 0.74% | 13 |
|
|
2025
Q4 | $3.61M | Buy |
7,472
+9
| +0.1% | +$4.51K | 0.93% | 11 |
|
|
2025
Q3 | $3.87M | Buy |
7,463
+8
| +0.1% | +$4.08K | 1.03% | 9 |
|
|
2025
Q2 | $3.71M | Sell |
7,455
-561
| -7% | -$244K | 1.09% | 9 |
|
|
2025
Q1 | $3.01M | Buy |
8,016
+11
| +0.1% | +$4.49K | 0.89% | 12 |
|
|
2024
Q4 | $3.37M | Buy |
8,005
+395
| +5% | +$168K | 1% | 10 |
|
|
2024
Q3 | $3.27M | Sell |
7,610
-142
| -2% | -$60.7K | 0.98% | 10 |
|
|
2024
Q2 | $3.46M | Buy |
7,752
+788
| +11% | +$333K | 1.12% | 8 |
|
|
2024
Q1 | $2.93M | Sell |
6,964
-458
| -6% | -$185K | 0.98% | 11 |
|
|
2023
Q4 | $2.79M | Buy |
7,422
+81
| +1% | +$28.8K | 0.98% | 9 |
|
|
2023
Q3 | $2.32M | Hold |
7,341
| – | – | 0.91% | 10 |
|
|
2023
Q2 | $2.5M | Buy |
7,341
+106
| +1% | +$33.2K | 0.94% | 8 |
|
|
2023
Q1 | $2.09M | Buy |
7,235
+476
| +7% | +$121K | 0.84% | 13 |
|
|
2022
Q4 | $1.62M | Sell |
6,759
-462
| -6% | -$111K | 0.72% | 14 |
|
|
2022
Q3 | $1.68M | Buy |
7,221
+466
| +7% | +$123K | 0.65% | 14 |
|
|
2022
Q2 | $1.74M | Buy |
6,755
+5
| +0.1% | +$1.36K | 0.78% | 12 |
|
|
2022
Q1 | $2.08M | Buy |
6,750
+6
| +0.1% | +$1.8K | 0.87% | 10 |
|
|
2021
Q4 | $2.27M | Buy |
6,744
+5
| +0.1% | +$1.62K | 0.92% | 10 |
|
|
2021
Q3 | $1.9M | Buy |
6,739
+64
| +1% | +$18.6K | 0.87% | 10 |
|
|
2021
Q2 | $1.81M | Sell |
6,675
-1,585
| -19% | -$403K | 0.83% | 11 |
|
|
2021
Q1 | $1.95M | Buy |
8,260
+9
| +0.1% | +$2.09K | 0.91% | 10 |
|
|
2020
Q4 | $1.8M | Buy |
8,251
+465
| +6% | +$100K | 0.81% | 14 |
|
|
2020
Q3 | $1.64M | Sell |
7,786
-492
| -6% | -$103K | 0.85% | 13 |
|
|
2020
Q2 | $1.69M | Buy |
8,278
+1,059
| +15% | +$192K | 0.9% | 12 |
|
|
2020
Q1 | $1.14M | Sell |
7,219
-550
| -7% | -$90.4K | 0.87% | 16 |
|
|
2019
Q4 | $1.23M | Buy |
7,769
+80
| +1% | +$11.8K | 0.72% | 18 |
|
|
2019
Q3 | $1.07M | Sell |
7,689
-703
| -8% | -$96.7K | 0.69% | 19 |
|
|
2019
Q2 | $1.12M | Sell |
8,392
-838
| -9% | -$106K | 0.72% | 20 |
|
|
2019
Q1 | $1.09M | Buy |
9,230
+15
| +0.2% | +$1.64K | 0.72% | 19 |
|
|
2018
Q4 | $935K | Buy |
9,215
+19
| +0.2% | +$2.04K | 0.67% | 21 |
|
|
2018
Q3 | $1.05M | Sell |
9,196
-549
| -6% | -$59.5K | 0.66% | 20 |
|
|
2018
Q2 | $961K | Buy |
9,745
+135
| +1% | +$13.1K | 0.97% | 20 |
|
|
2018
Q1 | $877K | Sell |
9,610
-68
| -0.7% | -$6.22K | 0.62% | 23 |
|
|
2017
Q4 | $828K | Sell |
9,678
-540
| -5% | -$44.3K | 0.57% | 24 |
|
|
2017
Q3 | $761K | Sell |
10,218
-57
| -0.6% | -$4.16K | 0.54% | 24 |
|
|
2017
Q2 | $752K | Buy |
+10,275
| New | +$705K | 0.5% | 24 |
|
Other funds holding MSFT
VCM
VPM
MPS Loria Financial Planners's MSFT Position: Q1 2026 in Review
MPS Loria Financial Planners increased its Microsoft (MSFT) stake by 0.79% in Q1 2026, buying an estimated $24.7K and bringing the position to 7,531 shares worth $2.79M. The position accounts for 0.74% of the portfolio, ranked #13.
MPS Loria Financial Planners first reported a position in MSFT in Q2 2017 and has held it in 36 quarters since. The position peaked at $3.87M in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- MPS Loria Financial Planners held 7,531 shares of Microsoft worth $2.79M as of Q1 2026.
- MPS Loria Financial Planners bought 59 Microsoft shares in Q1 2026, an estimated $24.7K.
- Microsoft made up 0.74% of MPS Loria Financial Planners's portfolio in Q1 2026, its #13 holding.
- MPS Loria Financial Planners first reported a position in Microsoft in Q2 2017 and has held it in 36 quarters since.
- MPS Loria Financial Planners's Microsoft position peaked at $3.87M in Q3 2025.
- 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.