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Microsoft Corporation shares owned by Defined Financial Planning

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Defined Financial Planning from 13F filings

Historical chart of Defined Financial Planning investment in Microsoft Corporation

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All positions including Microsoft Corporation held by Defined Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Microsoft Corporation by Defined Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 5.9k 524.85
2025-06-30 $3.1M 6.1k 505.82
2025-03-31 $2.3M 5.9k 382.22
2024-12-31 $3.0M 7.1k 421.52

More positions owned by Defined Financial Planning

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
J P Morgan Exchange Traded F Us Value Factr (JVAL)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Wisdomtree Tr Em Ex St-owned (XSOE)
Wisdomtree Tr Us Midcap Divid (DON)
Wisdomtree Tr Us Multifactor (USMF)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Wisdomtree Tr Mortgage Plus Bd (MTGP)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Defined Financial Planning

Top funds holding Microsoft Corporation

Barclays
Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Jpmorgan Chase & Co
Morgan Stanley
Northern Trust
Capital Research and Management Company - Division 3
Capital Research Global Investors
Capital World Investors
Goldman Sachs Group
Ubs Global Asset Management Americas
Bank of New York Mellon

View all funds holding Microsoft Corporation