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Partners in Financial Planning’s Microsoft MSFT Stock Holding History

Partners in Financial 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 		$971K Buy
2,623
+30
+1% +$12.6K 0.16% 50
2025
Q4 		$1.25M Buy
2,593
+24
+0.9% +$12K 0.21% 44
2025
Q3 		$1.33M Hold
2,569
– – 0.23% 42
2025
Q2 		$1.28M Hold
2,569
– – 0.24% 42
2025
Q1 		$964K Buy
2,569
+350
+16% +$143K 0.19% 44
2024
Q4 		$935K Sell
2,219
-108
-5% -$46K 0.19% 45
2024
Q3 		$1M Buy
2,327
+291
+14% +$124K 0.2% 46
2024
Q2 		$910K Buy
2,036
+23
+1% +$9.71K 0.2% 48
2024
Q1 		$847K Buy
2,013
+400
+25% +$162K 0.19% 51
2023
Q4 		$607K Buy
1,613
+75
+5% +$26.7K 0.14% 55
2023
Q3 		$486K Buy
1,538
+149
+11% +$49.2K 0.13% 59
2023
Q2 		$473K Buy
1,389
+83
+6% +$26K 0.12% 60
2023
Q1 		$377K Hold
1,306
– – 0.1% 66
2022
Q4 		$313K Hold
1,306
– – 0.09% 71
2022
Q3 		$315K Sell
1,306
-10
-0.8% -$2.64K 0.09% 71
2022
Q2 		$348K Hold
1,316
– – 0.11% 68
2022
Q1 		$361K Hold
1,316
– – 0.11% 62
2021
Q4 		$388K Hold
1,316
– – 0.12% 59
2021
Q3 		$371K Buy
1,316
+21
+2% +$6.11K 0.12% 60
2021
Q2 		$351K Buy
+1,295
New +$329K 0.11% 64

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

Partners in Financial Planning's MSFT Position: Q1 2026 in Review

Partners in Financial Planning increased its Microsoft (MSFT) stake by 1.2% in Q1 2026, buying an estimated $12.6K and bringing the position to 2,623 shares worth $971K. The position accounts for 0.16% of the portfolio, ranked #50.

Partners in Financial Planning first reported a position in MSFT in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.33M in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Partners in Financial Planning held 2,623 shares of Microsoft worth $971K as of Q1 2026.
  • Partners in Financial Planning bought 30 Microsoft shares in Q1 2026, an estimated $12.6K.
  • Microsoft made up 0.16% of Partners in Financial Planning's portfolio in Q1 2026, its #50 holding.
  • Partners in Financial Planning first reported a position in Microsoft in Q2 2021 and has held it in 20 quarters since.
  • Partners in Financial Planning's Microsoft position peaked at $1.33M in Q3 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.