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Plan A Wealth’s Microsoft MSFT Stock Holding History

Plan A Wealth’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 		$2.64M Buy
7,066
+202
+3% +$81.7K 1.12% 12
2026
Q1 		$2.54M Sell
6,864
-163
-2% -$68.2K 1.22% 13
2025
Q4 		$3.4M Buy
7,027
+127
+2% +$63.6K 1.66% 10
2025
Q3 		$3.57M Buy
6,900
+477
+7% +$243K 1.82% 10
2025
Q2 		$3.19M Buy
6,423
+1,317
+26% +$572K 1.81% 11
2025
Q1 		$1.92M Buy
5,106
+965
+23% +$393K 1.49% 16
2024
Q4 		$1.75M Buy
+4,141
New +$1.76M 1.6% 22

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

Plan A Wealth's MSFT Position: Q2 2026 in Review

Plan A Wealth increased its Microsoft (MSFT) stake by 2.9% in Q2 2026, buying an estimated $81.7K and bringing the position to 7,066 shares worth $2.64M. The position accounts for 1.12% of the portfolio, ranked #12.

Plan A Wealth first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.57M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Plan A Wealth held 7,066 shares of Microsoft worth $2.64M as of Q2 2026.
  • Plan A Wealth bought 202 Microsoft shares in Q2 2026, an estimated $81.7K.
  • Microsoft made up 1.12% of Plan A Wealth's portfolio in Q2 2026, its #12 holding.
  • Plan A Wealth first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Plan A Wealth's Microsoft position peaked at $3.57M in Q3 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.