Sequent Planning’s Microsoft MSFT Stock Holding History

Sequent Planning’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	$1.42M	Buy	3,814 +81	+2%	+$32.8K	0.3%	71
2026 Q1	$1.38M	Buy	3,733 +25	+0.7%	+$10.5K	0.33%	68
2025 Q4	$1.79M	Sell	3,708 -2,206	-37%	-$1.11M	0.46%	56
2025 Q3	$3.06M	Buy	5,914 +44	+0.7%	+$22.4K	0.87%	27
2025 Q2	$2.92M	Buy	5,870 +349	+6%	+$152K	0.93%	23
2025 Q1	$2.07M	Buy	5,521 +555	+11%	+$226K	0.75%	27
2024 Q4	$2.09M	Sell	4,966 -75	-1%	-$31.9K	0.77%	28
2024 Q3	$2.17M	Buy	5,041 +348	+7%	+$149K	0.75%	26
2024 Q2	$2.14M	Sell	4,693 -239	-5%	-$101K	0.73%	26
2024 Q1	$2.08M	Buy	+4,932	New	+$2M	0.75%	24

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sequent Planning's MSFT Position: Q2 2026 in Review

Sequent Planning increased its Microsoft (MSFT) stake by 2.2% in Q2 2026, buying an estimated $32.8K and bringing the position to 3,814 shares worth $1.42M. The position accounts for 0.3% of the portfolio, ranked #71.

Sequent Planning first reported a position in MSFT in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.06M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Sequent Planning held 3,814 shares of Microsoft worth $1.42M as of Q2 2026.
Sequent Planning bought 81 Microsoft shares in Q2 2026, an estimated $32.8K.
Microsoft made up 0.3% of Sequent Planning's portfolio in Q2 2026, its #71 holding.
Sequent Planning first reported a position in Microsoft in Q1 2024 and has held it in 10 quarters since.
Sequent Planning's Microsoft position peaked at $3.06M in Q3 2025.
6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.