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Plotkin Financial Advisors’s Microsoft MSFT Stock Holding History

Plotkin Financial Advisors’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
Q1 		$965K Buy
2,607
+482
+23% +$202K 0.48% 38
2025
Q4 		$1.03M Sell
2,125
-35
-2% -$17.5K 0.5% 38
2025
Q3 		$1.12M Buy
2,160
+71
+3% +$36.2K 0.55% 33
2025
Q2 		$1.04M Buy
2,089
+121
+6% +$52.5K 0.57% 33
2025
Q1 		$739K Buy
1,968
+41
+2% +$16.7K 0.45% 39
2024
Q4 		$812K Buy
1,927
+37
+2% +$15.8K 0.48% 37
2024
Q3 		$813K Hold
1,890
– – 0.49% 39
2024
Q2 		$845K Hold
1,890
– – 0.54% 38
2024
Q1 		$795K Sell
1,890
-21
-1% -$8.5K 0.53% 37
2023
Q4 		$719K Sell
1,911
-456
-19% -$162K 0.55% 31
2023
Q3 		$747K Buy
2,367
+417
+21% +$138K 0.66% 27
2023
Q2 		$664K Sell
1,950
-268
-12% -$84K 0.55% 32
2023
Q1 		$639K Buy
2,218
+360
+19% +$91.8K 0.59% 31
2022
Q4 		$446K Sell
1,858
-5
-0.3% -$1.2K 0.45% 39
2022
Q3 		$434K Buy
1,863
+502
+37% +$133K 0.44% 39
2022
Q2 		$350K Buy
1,361
+91
+7% +$24.7K 0.33% 46
2022
Q1 		$392K Hold
1,270
– – 0.27% 54
2021
Q4 		$427K Sell
1,270
-951
-43% -$308K 0.27% 54
2021
Q3 		$626K Hold
2,221
– – 0.37% 46
2021
Q2 		$602K Buy
2,221
+43
+2% +$10.9K 0.33% 53
2021
Q1 		$514K Sell
2,178
-42
-2% -$9.74K 0.31% 45
2020
Q4 		$494K Hold
2,220
– – 0.33% 40
2020
Q3 		$467K Buy
2,220
+706
+47% +$148K 0.51% 34
2020
Q2 		$308K Hold
1,514
– – 0.26% 44
2020
Q1 		$239K Sell
1,514
-10
-0.7% -$1.64K 0.29% 46
2019
Q4 		$240K Buy
+1,524
New +$224K 0.22% 59

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

Plotkin Financial Advisors's MSFT Position: Q1 2026 in Review

Plotkin Financial Advisors increased its Microsoft (MSFT) stake by 23% in Q1 2026, buying an estimated $202K and bringing the position to 2,607 shares worth $965K. The position accounts for 0.48% of the portfolio, ranked #38.

Plotkin Financial Advisors first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.12M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Plotkin Financial Advisors held 2,607 shares of Microsoft worth $965K as of Q1 2026.
  • Plotkin Financial Advisors bought 482 Microsoft shares in Q1 2026, an estimated $202K.
  • Microsoft made up 0.48% of Plotkin Financial Advisors's portfolio in Q1 2026, its #38 holding.
  • Plotkin Financial Advisors first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Plotkin Financial Advisors's Microsoft position peaked at $1.12M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.