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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 $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

Pinnacle Wealth Planning Services's MSFT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Microsoft (MSFT) stake by 2.8% in Q2 2026, selling an estimated $417K and leaving 35,440 shares worth $13.2M. The position accounts for 1.26% of the portfolio, ranked #12.

Pinnacle Wealth Planning Services first reported a position in MSFT in Q4 2017 and has held it in 35 quarters since. The position peaked at $20.5M in Q3 2025. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 35,440 shares of Microsoft worth $13.2M as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 1,031 Microsoft shares in Q2 2026, an estimated $417K.
  • Microsoft made up 1.26% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #12 holding.
  • Pinnacle Wealth Planning Services first reported a position in Microsoft in Q4 2017 and has held it in 35 quarters since.
  • Pinnacle Wealth Planning Services's Microsoft position peaked at $20.5M in Q3 2025.
  • 6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.