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Microsoft Corporation shares owned by Pearl Planning

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

Historical chart of Pearl Planning investment in Microsoft Corporation

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

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Quarterly reported holdings in Microsoft Corporation by Pearl Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $402k 1.1k 370.17

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Income Etf (JPIE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Ea Series Trust Freedom 100 Em (FRDM)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard World Esg Us Stk Etf (ESGV)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
T Rowe Price Etf Small Mid Cap (TMSL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (BIL)

View all positions for Pearl Planning

Top funds holding Microsoft Corporation

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
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
Legal & General Group
Charles Schwab Investment Management

View all funds holding Microsoft Corporation