Spartan Planning & Wealth Management’s Microsoft MSFT Stock Holding History

Spartan Planning & Wealth 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
2026 Q1	–	Sell	-7,723	Closed	-$3.74M	–	85
2025 Q4	$3.74M	Sell	7,723 -7,333	-49%	-$3.67M	2.76%	9
2025 Q3	$7.8M	Sell	15,056 -96	-0.6%	-$49K	6.09%	5
2025 Q2	$7.54M	Buy	+15,152	New	+$6.58M	6.46%	4
2025 Q1	–	Sell	-13,638	Closed	-$5.75M	–	80
2024 Q4	$5.75M	Buy	+13,638	New	+$5.81M	5.25%	5
2023 Q4	$4.63M	Buy	12,303 +7,696	+167%	+$2.74M	4.93%	5
2023 Q3	$1.45M	Buy	+4,607	New	+$1.52M	1.7%	11
2022 Q2	–	Sell	-10,215	Closed	-$3.15M	–	134
2022 Q1	$3.15M	Buy	+10,215	New	+$3.07M	3.94%	9

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Spartan Planning & Wealth Management's MSFT Position: Q1 2026 in Review

Spartan Planning & Wealth Management sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 7,723 shares — an estimated $3.74M sold.

Spartan Planning & Wealth Management first reported a position in MSFT in Q1 2022 and held it in 7 quarters. The position peaked at $7.8M in Q3 2025. 6,210 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Spartan Planning & Wealth Management reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
Spartan Planning & Wealth Management sold 7,723 Microsoft shares in Q1 2026, an estimated $3.74M.
Spartan Planning & Wealth Management first reported a position in Microsoft in Q1 2022 and held it in 7 quarters.
Spartan Planning & Wealth Management's Microsoft position peaked at $7.8M in Q3 2025.
6,210 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.