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Sterling Financial Planning’s Microsoft MSFT Stock Holding History

Sterling Financial 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
Q1 		$1.21M Sell
3,275
-125
-4% -$52.3K 0.36% 48
2025
Q4 		$1.64M Sell
3,400
-14
-0.4% -$7.02K 0.5% 43
2025
Q3 		$1.77M Sell
3,414
-182
-5% -$92.8K 0.56% 41
2025
Q2 		$1.79M Sell
3,596
-92
-2% -$40K 0.6% 41
2025
Q1 		$1.38M Sell
3,688
-26
-0.7% -$10.6K 0.5% 45
2024
Q4 		$1.57M Buy
3,714
+296
+9% +$126K 0.58% 41
2024
Q3 		$1.47M Buy
3,418
+106
+3% +$45.3K 0.54% 44
2024
Q2 		$1.48M Hold
3,312
– – 0.6% 41
2024
Q1 		$1.39M Sell
3,312
-60
-2% -$24.3K 0.56% 46
2023
Q4 		$1.27M Buy
3,372
+1,008
+43% +$359K 0.55% 49
2023
Q3 		$746K Sell
2,364
-80
-3% -$26.4K 0.38% 48
2023
Q2 		$832K Sell
2,444
-144
-6% -$45.1K 0.41% 47
2023
Q1 		$746K Sell
2,588
-34
-1% -$8.67K 0.4% 47
2022
Q4 		$629K Sell
2,622
-185
-7% -$44.4K 0.38% 49
2022
Q3 		$654K Sell
2,807
-20
-0.7% -$5.28K 0.46% 43
2022
Q2 		$726K Sell
2,827
-72
-2% -$19.5K 0.51% 39
2022
Q1 		$894K Buy
2,899
+730
+34% +$220K 0.56% 36
2021
Q4 		$730K Sell
2,169
-15
-0.7% -$4.86K 0.46% 41
2021
Q3 		$616K Buy
2,184
+551
+34% +$160K 0.39% 42
2021
Q2 		$442K Sell
1,633
-35
-2% -$8.9K 0.29% 51
2021
Q1 		$393K Sell
1,668
-50
-3% -$11.6K 0.28% 51
2020
Q4 		$382K Buy
+1,718
New +$369K 0.31% 47

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

Sterling Financial Planning's MSFT Position: Q1 2026 in Review

Sterling Financial Planning reduced its Microsoft (MSFT) stake by 3.7% in Q1 2026, selling an estimated $52.3K and leaving 3,275 shares worth $1.21M. The position accounts for 0.36% of the portfolio, ranked #48.

Sterling Financial Planning first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.79M in Q2 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Sterling Financial Planning held 3,275 shares of Microsoft worth $1.21M as of Q1 2026.
  • Sterling Financial Planning sold 125 Microsoft shares in Q1 2026, an estimated $52.3K.
  • Microsoft made up 0.36% of Sterling Financial Planning's portfolio in Q1 2026, its #48 holding.
  • Sterling Financial Planning first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Sterling Financial Planning's Microsoft position peaked at $1.79M in Q2 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.