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Peak Planning Group’s Microsoft MSFT Stock Holding History

Peak Planning Group’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 		$10.2M Sell
27,395
-446
-2% -$180K 2.31% 10
2026
Q1 		$10.3M Sell
27,841
-88
-0.3% -$36.8K 2.86% 9
2025
Q4 		$13.5M Buy
27,929
+7,190
+35% +$3.6M 3.79% 6
2025
Q3 		$10.7M Sell
20,739
-236
-1% -$120K 5.6% 6
2025
Q2 		$10.4M Sell
20,975
-7,068
-25% -$3.07M 6.67% 5
2025
Q1 		$10.5M Sell
28,043
-1,000
-3% -$408K 4.43% 5
2024
Q4 		$12.2M Sell
29,043
-45
-0.2% -$19.2K 5.1% 5
2024
Q3 		$12.5M Buy
29,088
+200
+0.7% +$85.5K 5.49% 5
2024
Q2 		$12.9M Buy
28,888
+1,792
+7% +$757K 6.35% 5
2024
Q1 		$11.4M Buy
27,096
+753
+3% +$305K 7.14% 5
2023
Q4 		$9.91M Buy
26,343
+3,428
+15% +$1.22M 7.13% 5
2023
Q3 		$7.24M Sell
22,915
-63
-0.3% -$20.8K 5.67% 5
2023
Q2 		$7.83M Buy
22,978
+1,931
+9% +$605K 5.81% 5
2023
Q1 		$6.07M Buy
21,047
+2,299
+12% +$586K 4.92% 5
2022
Q4 		$4.5M Sell
18,748
-44
-0.2% -$10.6K 3.96% 5
2022
Q3 		$4.38M Buy
18,792
+76
+0.4% +$20.1K 4.05% 5
2022
Q2 		$4.81M Buy
+18,716
New +$5.08M 4.04% 5
2021
Q4 		$4.43M Buy
13,174
+359
+3% +$116K 3.27% 6
2021
Q3 		$3.61M Buy
+12,815
New +$3.73M 3.11% 6
2021
Q1 		$2.94M Buy
12,452
+155
+1% +$36K 2.86% 8
2020
Q4 		$2.74M Buy
12,297
+414
+3% +$89K 3.11% 9
2020
Q3 		$2.5M Buy
+11,883
New +$2.5M 3.5% 9

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 $3.37T AUM 44.26% 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

Peak Planning Group's MSFT Position: Q2 2026 in Review

Peak Planning Group reduced its Microsoft (MSFT) stake by 1.6% in Q2 2026, selling an estimated $180K and leaving 27,395 shares worth $10.2M. The position accounts for 2.31% of the portfolio, ranked #10.

Peak Planning Group first reported a position in MSFT in Q3 2020 and has held it in 22 quarters since. The position peaked at $13.5M in Q4 2025. 6,206 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Peak Planning Group held 27,395 shares of Microsoft worth $10.2M as of Q2 2026.
  • Peak Planning Group sold 446 Microsoft shares in Q2 2026, an estimated $180K.
  • Microsoft made up 2.31% of Peak Planning Group's portfolio in Q2 2026, its #10 holding.
  • Peak Planning Group first reported a position in Microsoft in Q3 2020 and has held it in 22 quarters since.
  • Peak Planning Group's Microsoft position peaked at $13.5M in Q4 2025.
  • 6,206 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.