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Pinnacle Wealth Planning Services’s Microsoft MSFT Stock Holding History

Pinnacle Wealth Planning Services’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
2023
Q2 		– Sell
-100
Closed -$29 – 494
2023
Q1 		$29 Hold
100
– – ﹤0.01% 472
2022
Q4 		$24 Hold
100
– – ﹤0.01% 447
2022
Q3 		$23K Buy
+100
New +$26.4K ﹤0.01% 406
2022
Q2 		– Sell
-100
Closed -$31K – 456
2022
Q1 		$31K Buy
+100
New +$30.1K 0.01% 430

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

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.