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Welch Financial Planning’s Microsoft MSFT Stock Holding History

Welch 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
Q2 		$699K Sell
1,875
-334
-15% -$135K 0.41% 38
2026
Q1 		$818K Buy
2,209
+196
+10% +$82K 0.59% 27
2025
Q4 		$974K Buy
+2,013
New +$1.01M 0.71% 23

Other funds holding MSFT

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Welch Financial Planning's MSFT Position: Q2 2026 in Review

Welch Financial Planning reduced its Microsoft (MSFT) stake by 15% in Q2 2026, selling an estimated $135K and leaving 1,875 shares worth $699K. The position accounts for 0.41% of the portfolio, ranked #38.

Welch Financial Planning first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $974K in Q4 2025. 3,848 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Welch Financial Planning held 1,875 shares of Microsoft worth $699K as of Q2 2026.
  • Welch Financial Planning sold 334 Microsoft shares in Q2 2026, an estimated $135K.
  • Microsoft made up 0.41% of Welch Financial Planning's portfolio in Q2 2026, its #38 holding.
  • Welch Financial Planning first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Welch Financial Planning's Microsoft position peaked at $974K in Q4 2025.
  • 3,848 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.