Treasure Coast Financial Planning’s Microsoft MSFT Stock Holding History

Treasure Coast 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	$339K	Sell	917 -36	-4%	-$15.1K	0.17%	36
2025 Q4	$461K	Hold	953	–	–	0.24%	30
2025 Q3	$494K	Hold	953	–	–	0.28%	30
2025 Q2	$474K	Sell	953 -18	-2%	-$7.82K	0.28%	28
2025 Q1	$365K	Hold	971	–	–	0.23%	29
2024 Q4	$409K	Hold	971	–	–	0.27%	28
2024 Q3	$418K	Sell	971 -9	-0.9%	-$3.85K	0.26%	26
2024 Q2	$438K	Hold	980	–	–	0.29%	25
2024 Q1	$412K	Sell	980 -146	-13%	-$59.1K	0.27%	25
2023 Q4	$423K	Hold	1,126	–	–	0.3%	26
2023 Q3	$356K	Hold	1,126	–	–	0.25%	26
2023 Q2	$383K	Hold	1,126	–	–	0.26%	28
2023 Q1	$325K	Buy	1,126 +100	+10%	+$25.5K	0.23%	29
2022 Q4	$246K	Hold	1,026	–	–	0.18%	33
2022 Q3	$239K	Hold	1,026	–	–	0.19%	27
2022 Q2	$264K	Hold	1,026	–	–	0.2%	28
2022 Q1	$316K	Hold	1,026	–	–	0.24%	27
2021 Q4	$345K	Buy	+1,026	New	+$333K	0.27%	26

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Treasure Coast Financial Planning's MSFT Position: Q1 2026 in Review

Treasure Coast Financial Planning reduced its Microsoft (MSFT) stake by 3.8% in Q1 2026, selling an estimated $15.1K and leaving 917 shares worth $339K. The position accounts for 0.17% of the portfolio, ranked #36.

Treasure Coast Financial Planning first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $494K in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Treasure Coast Financial Planning held 917 shares of Microsoft worth $339K as of Q1 2026.
Treasure Coast Financial Planning sold 36 Microsoft shares in Q1 2026, an estimated $15.1K.
Microsoft made up 0.17% of Treasure Coast Financial Planning's portfolio in Q1 2026, its #36 holding.
Treasure Coast Financial Planning first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
Treasure Coast Financial Planning's Microsoft position peaked at $494K in Q3 2025.
6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.