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Retirement Planning Group (New York)’s Microsoft MSFT Stock Holding History

Retirement Planning Group (New York)’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 		$1.08M Buy
2,914
+55
+2% +$23K 0.7% 31
2025
Q4 		$1.38M Sell
2,859
-153
-5% -$76.7K 0.94% 27
2025
Q3 		$1.56M Buy
3,012
+597
+25% +$305K 1.17% 26
2025
Q2 		$1.2M Buy
2,415
+916
+61% +$398K 1.06% 26
2025
Q1 		$563K Buy
1,499
+229
+18% +$93.4K 0.57% 36
2024
Q4 		$535K Buy
+1,270
New +$541K 0.59% 32

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

Retirement Planning Group (New York)'s MSFT Position: Q1 2026 in Review

Retirement Planning Group (New York) increased its Microsoft (MSFT) stake by 1.9% in Q1 2026, buying an estimated $23K and bringing the position to 2,914 shares worth $1.08M. The position accounts for 0.7% of the portfolio, ranked #31.

Retirement Planning Group (New York) first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.56M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Retirement Planning Group (New York) held 2,914 shares of Microsoft worth $1.08M as of Q1 2026.
  • Retirement Planning Group (New York) bought 55 Microsoft shares in Q1 2026, an estimated $23K.
  • Microsoft made up 0.7% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #31 holding.
  • Retirement Planning Group (New York) first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Retirement Planning Group (New York)'s Microsoft position peaked at $1.56M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.