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Peak Retirement Planning’s Microsoft MSFT Stock Holding History

Peak Retirement 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 		$6.22M Buy
16,684
+3,997
+32% +$1.62M 0.99% 21
2026
Q1 		$4.7M Buy
12,687
+2,544
+25% +$1.06M 0.94% 21
2025
Q4 		$4.91M Buy
10,143
+2,560
+34% +$1.28M 1.15% 18
2025
Q3 		$3.93M Buy
7,583
+1,355
+22% +$691K 1.11% 17
2025
Q2 		$3.1M Buy
6,228
+678
+12% +$294K 1.25% 16
2025
Q1 		$2.08M Buy
5,550
+1,084
+24% +$442K 1.16% 22
2024
Q4 		$1.89M Buy
+4,466
New +$1.9M 1.28% 19

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 Retirement Planning's MSFT Position: Q2 2026 in Review

Peak Retirement Planning increased its Microsoft (MSFT) stake by 32% in Q2 2026, buying an estimated $1.62M and bringing the position to 16,684 shares worth $6.22M. The position accounts for 0.99% of the portfolio, ranked #21.

Peak Retirement Planning first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 6,178 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Peak Retirement Planning held 16,684 shares of Microsoft worth $6.22M as of Q2 2026.
  • Peak Retirement Planning bought 3,997 Microsoft shares in Q2 2026, an estimated $1.62M.
  • Microsoft made up 0.99% of Peak Retirement Planning's portfolio in Q2 2026, its #21 holding.
  • Peak Retirement Planning first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • 6,178 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.