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Microsoft Corporation shares owned by Larry Mathis Financial Planning

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

Historical chart of Larry Mathis Financial Planning investment in Microsoft Corporation

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

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Quarterly reported holdings in Microsoft Corporation by Larry Mathis Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 3.0k 483.62

More positions owned by Larry Mathis Financial Planning

Proshares Tr Hgh Yld Int Rate (HYHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr Invt Int Rt Hg (IGHG)
CRH Ord (CRH)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr State Street Tec (XLK)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
McDonald's Corporation (MCD)
JPMorgan Chase & Co. (JPM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)

View all positions for Larry Mathis Financial Planning

Top funds holding Microsoft Corporation

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

View all funds holding Microsoft Corporation