Welch Financial Planning
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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
Q3 		$1.31M Buy
2,545
+670
+36% +$310K 0.73% 27
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Welch Financial Planning's MSFT Position: Q3 2026 in Review

Welch Financial Planning increased its Microsoft (MSFT) stake by 36% in Q3 2026, buying an estimated $310K and bringing the position to 2,545 shares worth $1.31M. The position accounts for 0.73% of the portfolio, ranked #27.

Welch Financial Planning first reported a position in MSFT in Q4 2025 and has held it in 4 quarters since. 4,231 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Welch Financial Planning held 2,545 shares of Microsoft worth $1.31M as of Q3 2026.
  • Welch Financial Planning bought 670 Microsoft shares in Q3 2026, an estimated $310K.
  • Microsoft made up 0.73% of Welch Financial Planning's portfolio in Q3 2026, its #27 holding.
  • Welch Financial Planning first reported a position in Microsoft in Q4 2025 and has held it in 4 quarters since.
  • 4,231 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Welch Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.