PWP
MSFT icon

Phillips Wealth Planners’s Microsoft MSFT Stock Holding History

Phillips Wealth Planners’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 		$3.57M Buy
8,640
+1,134
+15% +$475K 2.68% 2
2025
Q4 		$3.33M Buy
7,506
+529
+8% +$265K 2.67% 3
2025
Q3 		$3.69M Buy
6,977
+484
+7% +$247K 3.06% 2
2025
Q2 		$3.22M Sell
6,493
-180
-3% -$78.2K 2.92% 2
2025
Q1 		$2.59M Buy
6,673
+172
+3% +$70.1K 2.74% 2
2024
Q4 		$2.72M Buy
6,501
+28
+0.4% +$11.9K 2.72% 3
2024
Q3 		$2.69M Buy
6,473
+320
+5% +$137K 2.58% 2
2024
Q2 		$2.87M Sell
6,153
-31
-0.5% -$13.1K 3.02% 2
2024
Q1 		$2.56M Sell
6,184
-38
-0.6% -$15.4K 2.95% 2
2023
Q4 		$2.45M Sell
6,222
-393
-6% -$140K 2.95% 3
2023
Q3 		$2.19M Buy
6,615
+16
+0.2% +$5.29K 2.97% 2
2023
Q2 		$2.25M Sell
6,599
-668
-9% -$209K 2.95% 2
2023
Q1 		$2.22M Sell
7,267
-21
-0.3% -$5.36K 2.94% 2
2022
Q4 		$1.98M Buy
+7,288
New +$1.75M 3.45% 2

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

Phillips Wealth Planners's MSFT Position: Q1 2026 in Review

Phillips Wealth Planners increased its Microsoft (MSFT) stake by 15% in Q1 2026, buying an estimated $475K and bringing the position to 8,640 shares worth $3.57M. The position accounts for 2.68% of the portfolio, ranked #2.

Phillips Wealth Planners first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.69M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Phillips Wealth Planners held 8,640 shares of Microsoft worth $3.57M as of Q1 2026.
  • Phillips Wealth Planners bought 1,134 Microsoft shares in Q1 2026, an estimated $475K.
  • Microsoft made up 2.68% of Phillips Wealth Planners's portfolio in Q1 2026, its #2 holding.
  • Phillips Wealth Planners first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Phillips Wealth Planners's Microsoft position peaked at $3.69M in Q3 2025.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.