Pinnacle Wealth Planning Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.5M | Sell |
36,471
-2,156
| -6% | -$902K | 1.39% | 10 |
|
|
2025
Q4 | $18.7M | Sell |
38,627
-860
| -2% | -$431K | 1.95% | 9 |
|
|
2025
Q3 | $20.5M | Buy |
39,487
+864
| +2% | +$441K | 2.4% | 8 |
|
|
2025
Q2 | $19.2M | Buy |
38,623
+4,750
| +14% | +$2.06M | 2.53% | 6 |
|
|
2025
Q1 | $12.7M | Buy |
33,873
+943
| +3% | +$384K | 1.91% | 8 |
|
|
2024
Q4 | $13.9M | Sell |
32,930
-10,685
| -24% | -$4.55M | 2.09% | 8 |
|
|
2024
Q3 | $18.8M | Buy |
43,615
+655
| +2% | +$280K | 2.55% | 6 |
|
|
2024
Q2 | $19.2M | Sell |
42,960
-311
| -0.7% | -$131K | 2.74% | 5 |
|
|
2024
Q1 | $18.2M | Buy |
43,271
+322
| +0.7% | +$130K | 2.67% | 5 |
|
|
2023
Q4 | $16.2M | Sell |
42,949
-485
| -1% | -$173K | 2.54% | 6 |
|
|
2023
Q3 | $13.7M | Buy |
43,434
+59
| +0.1% | +$19.5K | 2.26% | 7 |
|
|
2023
Q2 | $14.8M | Sell |
43,375
-433
| -1% | -$136K | 2.39% | 7 |
|
|
2023
Q1 | $12.6M | Buy |
43,808
+620
| +1% | +$158K | 2.1% | 7 |
|
|
2022
Q4 | $10.4M | Buy |
43,188
+1,097
| +3% | +$263K | 1.84% | 9 |
|
|
2022
Q3 | $9.8M | Sell |
42,091
-285
| -0.7% | -$75.3K | 1.81% | 10 |
|
|
2022
Q2 | $10.9M | Buy |
42,376
+2,955
| +7% | +$802K | 1.96% | 9 |
|
|
2022
Q1 | $12.2M | Buy |
39,421
+1,170
| +3% | +$352K | 2.21% | 6 |
|
|
2021
Q4 | $12.9M | Buy |
38,251
+2,425
| +7% | +$786K | 2.51% | 7 |
|
|
2021
Q3 | $10.1M | Buy |
35,826
+627
| +2% | +$182K | 2.23% | 7 |
|
|
2021
Q2 | $9.54M | Hold |
35,199
| – | – | 2.22% | 7 |
|
|
2021
Q1 | $8.3M | Buy |
35,199
+3,171
| +10% | +$736K | 2.13% | 11 |
|
|
2020
Q4 | $7.12M | Buy |
32,028
+584
| +2% | +$126K | 1.7% | 9 |
|
|
2020
Q3 | $6.61M | Sell |
31,444
-253
| -0.8% | -$53.1K | 2.18% | 8 |
|
|
2020
Q2 | $6.45M | Sell |
31,697
-2,149
| -6% | -$390K | 2.1% | 9 |
|
|
2020
Q1 | $5.34M | Buy |
33,846
+4,956
| +17% | +$815K | 2.53% | 5 |
|
|
2019
Q4 | $4.55M | Buy |
28,890
+2,643
| +10% | +$388K | 2.14% | 7 |
|
|
2019
Q3 | $3.65M | Buy |
26,247
+6,168
| +31% | +$848K | 1.99% | 9 |
|
|
2019
Q2 | $2.69M | Buy |
20,079
+2,106
| +12% | +$267K | 1.62% | 10 |
|
|
2019
Q1 | $2.12M | Sell |
17,973
-3,387
| -16% | -$370K | 1.42% | 12 |
|
|
2018
Q4 | $2.17M | Buy |
21,360
+1,161
| +6% | +$124K | 1.39% | 14 |
|
|
2018
Q3 | $2.31M | Sell |
20,199
-901
| -4% | -$97.7K | 2.11% | 5 |
|
|
2018
Q2 | $2.08M | Sell |
21,100
-77
| -0.4% | -$7.46K | 2.02% | 4 |
|
|
2018
Q1 | $1.93M | Buy |
21,177
+15,131
| +250% | +$1.38M | 1.99% | 4 |
|
|
2017
Q4 | $517K | Buy |
+6,046
| New | +$496K | 1.05% | 24 |
|
Other funds holding MSFT
VCM
VPM
Pinnacle Wealth Planning Services's MSFT Position: Q1 2026 in Review
Pinnacle Wealth Planning Services reduced its Microsoft (MSFT) stake by 5.6% in Q1 2026, selling an estimated $902K and leaving 36,471 shares worth $13.5M. The position accounts for 1.39% of the portfolio, ranked #10.
Pinnacle Wealth Planning Services first reported a position in MSFT in Q4 2017 and has held it in 34 quarters since. The position peaked at $20.5M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Pinnacle Wealth Planning Services held 36,471 shares of Microsoft worth $13.5M as of Q1 2026.
- Pinnacle Wealth Planning Services sold 2,156 Microsoft shares in Q1 2026, an estimated $902K.
- Microsoft made up 1.39% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #10 holding.
- Pinnacle Wealth Planning Services first reported a position in Microsoft in Q4 2017 and has held it in 34 quarters since.
- Pinnacle Wealth Planning Services's Microsoft position peaked at $20.5M in Q3 2025.
- 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.