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Microsoft Corporation shares owned by Investment Planning Advisors

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

Historical chart of Investment Planning Advisors investment in Microsoft Corporation

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

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Quarterly reported holdings in Microsoft Corporation by Investment Planning Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 2.2k 517.86
2025-06-30 $996k 2.0k 497.50
2025-03-31 $301k 802 375.51
2024-09-30 $242k 542 447.04
2024-06-30 $242k 542 447.04

More positions owned by Investment Planning Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard World Mega Cap Index (MGC)
Ea Series Trust Freedom 100 Em (FRDM)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Spdr Series Trust Portfoli S&p1500 (SPTM)

View all positions for Investment Planning Advisors

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