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WealthPlan Investment Management’s Microsoft MSFT Stock Holding History

WealthPlan Investment 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
Q2 		$33.8M Buy
90,642
+9,551
+12% +$3.86M 1.68% 9
2026
Q1 		$30M Buy
81,091
+18,278
+29% +$7.65M 1.67% 8
2025
Q4 		$30.4M Buy
62,813
+28,564
+83% +$14.3M 1.94% 6
2025
Q3 		$17.7M Sell
34,249
-7,807
-19% -$3.98M 1.18% 19
2025
Q2 		$20.9M Buy
42,056
+14,719
+54% +$6.39M 1.52% 9
2025
Q1 		$10.3M Buy
27,337
+2,765
+11% +$1.13M 1.01% 29
2024
Q4 		$10.4M Buy
24,572
+43
+0.2% +$18.3K 1.02% 26
2024
Q3 		$10.6M Buy
24,529
+2,682
+12% +$1.15M 1.07% 28
2024
Q2 		$9.76M Buy
21,847
+225
+1% +$95K 1.48% 17
2024
Q1 		$9.1M Buy
21,622
+95
+0.4% +$38.5K 1.39% 27
2023
Q4 		$8.09M Buy
21,527
+690
+3% +$246K 1.3% 28
2023
Q3 		$6.58M Buy
20,837
+5,890
+39% +$1.95M 1.16% 37
2023
Q2 		$5.09M Sell
14,947
-5,831
-28% -$1.83M 1.52% 18
2023
Q1 		$5.99M Sell
20,778
-19,244
-48% -$4.91M 1.03% 40
2022
Q4 		$10.9M Sell
40,022
-143
-0.4% -$34.3K 0.76% 48
2022
Q3 		$9.81M Buy
+40,165
New +$10.6M 0.72% 51
2022
Q1 		$11.4M Buy
+41,212
New +$12.4M 0.79% 47

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthPlan Investment Management's MSFT Position: Q2 2026 in Review

WealthPlan Investment Management increased its Microsoft (MSFT) stake by 12% in Q2 2026, buying an estimated $3.86M and bringing the position to 90,642 shares worth $33.8M. The position accounts for 1.68% of the portfolio, ranked #9.

WealthPlan Investment Management first reported a position in MSFT in Q1 2022 and has held it in 17 quarters since. 6,191 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • WealthPlan Investment Management held 90,642 shares of Microsoft worth $33.8M as of Q2 2026.
  • WealthPlan Investment Management bought 9,551 Microsoft shares in Q2 2026, an estimated $3.86M.
  • Microsoft made up 1.68% of WealthPlan Investment Management's portfolio in Q2 2026, its #9 holding.
  • WealthPlan Investment Management first reported a position in Microsoft in Q1 2022 and has held it in 17 quarters since.
  • 6,191 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.