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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
Q2 		$978K Hold
2,623
– – 0.15% 56
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Partners in Financial Planning's MSFT Position: Q2 2026 in Review

Partners in Financial Planning held its Microsoft (MSFT) position steady in Q2 2026 at 2,623 shares worth $978K. The position accounts for 0.15% of the portfolio, ranked #56.

Partners in Financial Planning first reported a position in MSFT in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.33M in Q3 2025. 6,250 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Partners in Financial Planning held 2,623 shares of Microsoft worth $978K as of Q2 2026.
  • Partners in Financial Planning left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 0.15% of Partners in Financial Planning's portfolio in Q2 2026, its #56 holding.
  • Partners in Financial Planning first reported a position in Microsoft in Q2 2021 and has held it in 21 quarters since.
  • Partners in Financial Planning's Microsoft position peaked at $1.33M in Q3 2025.
  • 6,250 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.