Planning Strategies’s Microsoft MSFT Stock Holding History

Planning Strategies’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 Q3	$1.93M	Buy	3,768 +92	+3%	+$42.5K	1.14%	18
2026 Q2	$1.37M	Buy	+3,676	New	+$1.49M	0.86%	21

Other funds holding MSFT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Planning Strategies's MSFT Position: Q3 2026 in Review

Planning Strategies increased its Microsoft (MSFT) stake by 2.5% in Q3 2026, buying an estimated $42.5K and bringing the position to 3,768 shares worth $1.93M. The position accounts for 1.14% of the portfolio, ranked #18.

Planning Strategies first reported a position in MSFT in Q2 2026 and has held it in 2 quarters since. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Planning Strategies held 3,768 shares of Microsoft worth $1.93M as of Q3 2026.
Planning Strategies bought 92 Microsoft shares in Q3 2026, an estimated $42.5K.
Microsoft made up 1.14% of Planning Strategies's portfolio in Q3 2026, its #18 holding.
Planning Strategies first reported a position in Microsoft in Q2 2026 and has held it in 2 quarters since.
5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.