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Stonebridge Financial Planning Group’s Microsoft MSFT Stock Holding History

Stonebridge Financial 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
Q1 		$1.95M Sell
5,268
-314
-6% -$131K 0.72% 41
2025
Q4 		$2.7M Buy
5,582
+103
+2% +$51.6K 0.97% 25
2025
Q3 		$2.84M Buy
5,479
+99
+2% +$50.5K 1.07% 24
2025
Q2 		$2.68M Sell
5,380
-336
-6% -$146K 1.12% 23
2025
Q1 		$2.15M Sell
5,716
-25
-0.4% -$10.2K 0.98% 31
2024
Q4 		$2.42M Buy
5,741
+469
+9% +$200K 1.08% 24
2024
Q3 		$2.27M Sell
5,272
-55
-1% -$23.5K 1.08% 24
2024
Q2 		$2.38M Buy
5,327
+762
+17% +$322K 1.2% 21
2024
Q1 		$1.92M Buy
4,565
+791
+21% +$320K 1.02% 28
2023
Q4 		$1.42M Buy
3,774
+874
+30% +$311K 0.82% 36
2023
Q3 		$916K Buy
2,900
+458
+19% +$151K 0.59% 52
2023
Q2 		$832K Buy
2,442
+793
+48% +$249K 0.51% 55
2023
Q1 		$475K Sell
1,649
-201
-11% -$51.3K 0.31% 82
2022
Q4 		$444K Buy
1,850
+1
+0.1% +$240 0.3% 87
2022
Q3 		$431K Buy
1,849
+582
+46% +$154K 0.3% 82
2022
Q2 		$325K Sell
1,267
-80
-6% -$21.7K 0.22% 92
2022
Q1 		$415K Buy
1,347
+30
+2% +$9.03K 0.23% 80
2021
Q4 		$406K Hold
1,317
– – 0.21% 81
2021
Q3 		$440K Hold
1,317
– – 0.22% 80
2021
Q2 		$365K Sell
1,317
-9
-0.7% -$2.29K 0.19% 88
2021
Q1 		$339K Hold
1,326
– – 0.2% 80
2020
Q4 		$295K Buy
1,326
+1
+0.1% +$215 0.19% 81
2020
Q3 		$291K Sell
1,325
-211
-14% -$44.3K 0.21% 74
2020
Q2 		$317K Buy
1,536
+81
+6% +$14.7K 0.27% 67
2020
Q1 		$240K Buy
1,455
+126
+9% +$20.7K 0.24% 73
2019
Q4 		$210K Buy
+1,329
New +$195K 0.19% 85

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

Stonebridge Financial Planning Group's MSFT Position: Q1 2026 in Review

Stonebridge Financial Planning Group reduced its Microsoft (MSFT) stake by 5.6% in Q1 2026, selling an estimated $131K and leaving 5,268 shares worth $1.95M. The position accounts for 0.72% of the portfolio, ranked #41.

Stonebridge Financial Planning Group first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.84M in Q3 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Stonebridge Financial Planning Group held 5,268 shares of Microsoft worth $1.95M as of Q1 2026.
  • Stonebridge Financial Planning Group sold 314 Microsoft shares in Q1 2026, an estimated $131K.
  • Microsoft made up 0.72% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #41 holding.
  • Stonebridge Financial Planning Group first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Stonebridge Financial Planning Group's Microsoft position peaked at $2.84M in Q3 2025.
  • 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.