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Strategic Planning Inc’s Microsoft MSFT Stock Holding History

Strategic Planning Inc’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 		$11.9M Buy
32,115
+30,363
+1,733% +$12.7M 5.97% 5
2025
Q4 		$847K Buy
1,752
+4
+0.2% +$2K 0.46% 27
2025
Q3 		$905K Buy
1,748
+248
+17% +$127K 0.52% 27
2025
Q2 		$746K Sell
1,500
-75
-5% -$32.6K 0.45% 32
2025
Q1 		$591K Buy
+1,575
New +$642K 0.33% 36

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

Strategic Planning Inc's MSFT Position: Q1 2026 in Review

Strategic Planning Inc increased its Microsoft (MSFT) stake by 1,733% in Q1 2026, buying an estimated $12.7M and bringing the position to 32,115 shares worth $11.9M. The position accounts for 5.97% of the portfolio, ranked #5.

Strategic Planning Inc first reported a position in MSFT in Q1 2025 and has held it in 5 quarters since. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Strategic Planning Inc held 32,115 shares of Microsoft worth $11.9M as of Q1 2026.
  • Strategic Planning Inc bought 30,363 Microsoft shares in Q1 2026, an estimated $12.7M.
  • Microsoft made up 5.97% of Strategic Planning Inc's portfolio in Q1 2026, its #5 holding.
  • Strategic Planning Inc first reported a position in Microsoft in Q1 2025 and has held it in 5 quarters since.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.