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Microsoft Corporation shares owned by Financial Plan

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

Historical chart of Financial Plan investment in Microsoft Corporation

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

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Quarterly reported holdings in Microsoft Corporation by Financial Plan

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.5M 11k 483.64

More positions owned by Financial Plan

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust World Ex Us Core (DFAX)
Spdr Series Trust State Street Spd (SPMB)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for Financial Plan

Top funds holding Microsoft Corporation

Barclays
Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Jpmorgan Chase & Co
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
Legal & General Group

View all funds holding Microsoft Corporation