Next Level Wealth Planning’s Microsoft MSFT Stock Holding History

Next Level Wealth Planning’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	$578K	Buy	1,562 +152	+11%	+$63.6K	0.3%	28
2025 Q4	$682K	Sell	1,410 -10	-0.7%	-$5.01K	0.36%	21
2025 Q3	$735K	Buy	1,420 +57	+4%	+$29.1K	0.42%	19
2025 Q2	$678K	Sell	1,363 -4	-0.3%	-$1.74K	0.43%	17
2025 Q1	$513K	Buy	1,367 +40	+3%	+$16.3K	0.39%	23
2024 Q4	$559K	Buy	+1,327	New	+$565K	0.44%	17

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

Next Level Wealth Planning's MSFT Position: Q1 2026 in Review

Next Level Wealth Planning increased its Microsoft (MSFT) stake by 11% in Q1 2026, buying an estimated $63.6K and bringing the position to 1,562 shares worth $578K. The position accounts for 0.3% of the portfolio, ranked #28.

Next Level Wealth Planning first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $735K in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Next Level Wealth Planning held 1,562 shares of Microsoft worth $578K as of Q1 2026.
Next Level Wealth Planning bought 152 Microsoft shares in Q1 2026, an estimated $63.6K.
Microsoft made up 0.3% of Next Level Wealth Planning's portfolio in Q1 2026, its #28 holding.
Next Level Wealth Planning first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
Next Level Wealth Planning's Microsoft position peaked at $735K in Q3 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.