Planning Directions’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 | $1.28M | Buy |
3,451
+566
| +20% | +$237K | 0.65% | 31 |
|
|
2025
Q4 | $1.4M | Sell |
2,885
-47
| -2% | -$23.6K | 0.7% | 24 |
|
|
2025
Q3 | $1.52M | Buy |
2,932
+75
| +3% | +$38.3K | 0.79% | 21 |
|
|
2025
Q2 | $1.42M | Sell |
2,857
-791
| -22% | -$344K | 0.8% | 22 |
|
|
2025
Q1 | $1.37M | Buy |
3,648
+814
| +29% | +$332K | 0.59% | 38 |
|
|
2024
Q4 | $1.19M | Buy |
2,834
+106
| +4% | +$45.1K | 0.69% | 28 |
|
|
2024
Q3 | $1.17M | Sell |
2,728
-562
| -17% | -$240K | 0.7% | 28 |
|
|
2024
Q2 | $1.47M | Buy |
3,290
+25
| +0.8% | +$10.6K | 1% | 21 |
|
|
2024
Q1 | $1.37M | Buy |
3,265
+41
| +1% | +$16.6K | 0.95% | 24 |
|
|
2023
Q4 | $1.21M | Buy |
3,224
+12
| +0.4% | +$4.27K | 0.86% | 24 |
|
|
2023
Q3 | $1.01M | Buy |
3,212
+6
| +0.2% | +$1.98K | 0.78% | 26 |
|
|
2023
Q2 | $1.09M | Buy |
3,206
+5
| +0.2% | +$1.57K | 0.79% | 27 |
|
|
2023
Q1 | $923K | Buy |
3,201
+7
| +0.2% | +$1.79K | 0.69% | 28 |
|
|
2022
Q4 | $766K | Sell |
3,194
-43
| -1% | -$10.3K | 0.58% | 29 |
|
|
2022
Q3 | $754K | Buy |
3,237
+116
| +4% | +$30.6K | 0.61% | 28 |
|
|
2022
Q2 | $802K | Buy |
3,121
+5
| +0.2% | +$1.36K | 0.61% | 28 |
|
|
2022
Q1 | $961K | Buy |
3,116
+984
| +46% | +$296K | 0.67% | 27 |
|
|
2021
Q4 | $717K | Buy |
2,132
+3
| +0.1% | +$973 | 0.48% | 33 |
|
|
2021
Q3 | $600K | Buy |
2,129
+43
| +2% | +$12.5K | 0.44% | 34 |
|
|
2021
Q2 | $565K | Buy |
2,086
+300
| +17% | +$76.3K | 0.41% | 38 |
|
|
2021
Q1 | $421K | Buy |
1,786
+37
| +2% | +$8.59K | 0.33% | 43 |
|
|
2020
Q4 | $389K | Buy |
1,749
+3
| +0.2% | +$645 | 0.32% | 43 |
|
|
2020
Q3 | $367K | Sell |
1,746
-29
| -2% | -$6.09K | 0.32% | 43 |
|
|
2020
Q2 | $361K | Sell |
1,775
-3,276
| -65% | -$595K | 0.34% | 40 |
|
|
2020
Q1 | $797K | Buy |
5,051
+3,282
| +186% | +$540K | 1.12% | 27 |
|
|
2019
Q4 | $279K | Sell |
1,769
-55
| -3% | -$8.08K | 0.26% | 44 |
|
|
2019
Q3 | $254K | Sell |
1,824
-594
| -25% | -$81.7K | 0.24% | 46 |
|
|
2019
Q2 | $324K | Buy |
2,418
+74
| +3% | +$9.39K | 0.33% | 42 |
|
|
2019
Q1 | $276K | Buy |
2,344
+273
| +13% | +$29.8K | 0.33% | 44 |
|
|
2018
Q4 | $210K | Sell |
2,071
-21
| -1% | -$2.25K | 0.26% | 45 |
|
|
2018
Q3 | $239K | Buy |
2,092
+6
| +0.3% | +$650 | 0.22% | 46 |
|
|
2018
Q2 | $206K | Buy |
+2,086
| New | +$202K | 0.2% | 50 |
|
Other funds holding MSFT
VCM
VPM
Planning Directions's MSFT Position: Q1 2026 in Review
Planning Directions increased its Microsoft (MSFT) stake by 20% in Q1 2026, buying an estimated $237K and bringing the position to 3,451 shares worth $1.28M. The position accounts for 0.65% of the portfolio, ranked #31.
Planning Directions first reported a position in MSFT in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.52M in Q3 2025. 6,180 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Planning Directions held 3,451 shares of Microsoft worth $1.28M as of Q1 2026.
- Planning Directions bought 566 Microsoft shares in Q1 2026, an estimated $237K.
- Microsoft made up 0.65% of Planning Directions's portfolio in Q1 2026, its #31 holding.
- Planning Directions first reported a position in Microsoft in Q2 2018 and has held it in 32 quarters since.
- Planning Directions's Microsoft position peaked at $1.52M in Q3 2025.
- 6,180 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.