Sensible Financial Planning & Management’s Microsoft MSFT Stock Holding History

Sensible Financial Planning & Management’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
2024 Q4	–	Sell	-741	Closed	-$319K	–	41
2024 Q3	$319K	Buy	+741	New	+$317K	0.06%	44
2015 Q3	–	Sell	-2	Closed	–	–	79
2015 Q2	$0	Buy	+2	New	+$91	﹤0.01%	75

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sensible Financial Planning & Management's MSFT Position: Q4 2024 in Review

Sensible Financial Planning & Management sold out of Microsoft (MSFT) in Q4 2024, closing a stake of 741 shares — an estimated $319K sold.

Sensible Financial Planning & Management first reported a position in MSFT in Q2 2015 and held it in 2 quarters. The position peaked at $319K in Q3 2024. 5,859 funds tracked by Wall St. Rank hold MSFT as of Q4 2024.

Sensible Financial Planning & Management reported no remaining Microsoft position as of Q4 2024 after selling out during the quarter.
Sensible Financial Planning & Management sold 741 Microsoft shares in Q4 2024, an estimated $319K.
Sensible Financial Planning & Management first reported a position in Microsoft in Q2 2015 and held it in 2 quarters.
Sensible Financial Planning & Management's Microsoft position peaked at $319K in Q3 2024.
5,859 funds tracked by Wall St. Rank held Microsoft as of Q4 2024.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2024, filed 7 Feb 2025.