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

Total Wealth Planning & 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 		$703K Hold
1,900
– – 0.52% 66
2025
Q4 		$919K Buy
+1,900
New +$952K 0.68% 39
2025
Q2 		– Sell
-1,900
Closed -$713K – 234
2025
Q1 		$713K Buy
1,900
+100
+6% +$40.8K 0.68% 39
2024
Q4 		$759K Buy
+1,800
New +$767K 0.69% 32

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

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

Total Wealth Planning & Management increased its Microsoft (MSFT) stake by 1.6% in Q1 2026, buying an estimated $41.8K and bringing the position to 6,531 shares worth $2.42M. The position accounts for 1.79% of the portfolio, ranked #5.

Total Wealth Planning & Management first reported a position in MSFT in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.26M in Q2 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Total Wealth Planning & Management held 6,531 shares of Microsoft worth $2.42M as of Q1 2026.
  • Total Wealth Planning & Management bought 100 Microsoft shares in Q1 2026, an estimated $41.8K.
  • Microsoft made up 1.79% of Total Wealth Planning & Management's portfolio in Q1 2026, its #5 holding.
  • Total Wealth Planning & Management first reported a position in Microsoft in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's Microsoft position peaked at $3.26M in Q2 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.