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Reality Financial Planning Services’s Microsoft MSFT Stock Holding History

Reality Financial 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
2026
Q1 		$221K Sell
596
-9
-1% -$3.77K 0.21% 20
2025
Q4 		$293K Buy
+605
New +$303K 0.28% 20

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

Reality Financial Planning Services's MSFT Position: Q1 2026 in Review

Reality Financial Planning Services reduced its Microsoft (MSFT) stake by 1.5% in Q1 2026, selling an estimated $3.77K and leaving 596 shares worth $221K. The position accounts for 0.21% of the portfolio, ranked #20.

Reality Financial Planning Services first reported a position in MSFT in Q4 2025 and has held it in 2 quarters since. The position peaked at $293K in Q4 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Reality Financial Planning Services held 596 shares of Microsoft worth $221K as of Q1 2026.
  • Reality Financial Planning Services sold 9 Microsoft shares in Q1 2026, an estimated $3.77K.
  • Microsoft made up 0.21% of Reality Financial Planning Services's portfolio in Q1 2026, its #20 holding.
  • Reality Financial Planning Services first reported a position in Microsoft in Q4 2025 and has held it in 2 quarters since.
  • Reality Financial Planning Services's Microsoft position peaked at $293K in Q4 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Reality Financial Planning Services's 13F filing for Q1 2026, filed 24 Apr 2026.