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S.E.E.D. Planning Group’s Microsoft MSFT Stock Holding History

S.E.E.D. Planning Group’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
Q2 		$12.2M Sell
32,764
-735
-2% -$297K 3.23% 10
2026
Q1 		$12.4M Buy
33,499
+7,001
+26% +$2.93M 3.6% 11
2025
Q4 		$12.8M Buy
26,498
+534
+2% +$268K 3.65% 8
2025
Q3 		$13.4M Sell
25,964
-137
-0.5% -$69.9K 3.92% 5
2025
Q2 		$13M Sell
26,101
-2,739
-9% -$1.19M 4.07% 5
2025
Q1 		$10.8M Buy
28,840
+2,021
+8% +$824K 3.65% 8
2024
Q4 		$11.3M Buy
26,819
+1,347
+5% +$574K 3.77% 5
2024
Q3 		$11M Buy
25,472
+573
+2% +$245K 3.63% 7
2024
Q2 		$11.1M Buy
24,899
+381
+2% +$161K 4.05% 4
2024
Q1 		$10.3M Sell
24,518
-1,595
-6% -$646K 3.77% 5
2023
Q4 		$9.82M Sell
26,113
-2,464
-9% -$877K 3.96% 3
2023
Q3 		$9.02M Sell
28,577
-6,301
-18% -$2.08M 3.48% 8
2023
Q2 		$11.9M Buy
34,878
+1,587
+5% +$497K 4.17% 4
2023
Q1 		$9.6M Buy
33,291
+1,080
+3% +$275K 3.7% 5
2022
Q4 		$7.72M Buy
32,211
+2,950
+10% +$708K 3.35% 6
2022
Q3 		$6.82M Buy
29,261
+983
+3% +$260K 3.19% 6
2022
Q2 		$7.26M Buy
28,278
+4,611
+19% +$1.25M 3.29% 6
2022
Q1 		$7.3M Buy
23,667
+3,785
+19% +$1.14M 3.11% 6
2021
Q4 		$6.69M Sell
19,882
-302
-1% -$97.9K 2.9% 8
2021
Q3 		$5.69M Sell
20,184
-1,652
-8% -$481K 2.68% 8
2021
Q2 		$5.92M Buy
21,836
+916
+4% +$233K 2.91% 8
2021
Q1 		$4.93M Sell
20,920
-7,192
-26% -$1.67M 2.71% 8
2020
Q4 		$6.25M Buy
28,112
+9,397
+50% +$2.02M 3.75% 6
2020
Q3 		$3.94M Sell
18,715
-1,257
-6% -$264K 2.89% 8
2020
Q2 		$4.07M Sell
19,972
-1,365
-6% -$248K 3.18% 8
2020
Q1 		$3.37M Sell
21,337
-2,402
-10% -$395K 3.27% 8
2019
Q4 		$3.74M Buy
+23,739
New +$3.49M 3.25% 7

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

S.E.E.D. Planning Group's MSFT Position: Q2 2026 in Review

S.E.E.D. Planning Group reduced its Microsoft (MSFT) stake by 2.2% in Q2 2026, selling an estimated $297K and leaving 32,764 shares worth $12.2M. The position accounts for 3.23% of the portfolio, ranked #10.

S.E.E.D. Planning Group first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $13.4M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • S.E.E.D. Planning Group held 32,764 shares of Microsoft worth $12.2M as of Q2 2026.
  • S.E.E.D. Planning Group sold 735 Microsoft shares in Q2 2026, an estimated $297K.
  • Microsoft made up 3.23% of S.E.E.D. Planning Group's portfolio in Q2 2026, its #10 holding.
  • S.E.E.D. Planning Group first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • S.E.E.D. Planning Group's Microsoft position peaked at $13.4M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2026, filed 4 Aug 2026.