MSFT — Microsoft Corp

Ownership history in WealthPLAN Partners, LLC  ·  39 quarters on record

This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in Microsoft Corp (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.14% (2025 Q3)
Avg. % of fund
0.76%
First filed
2015 Q1
Last filed
2025 Q4
Quarters held
39
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 20,278 -7,237 -26.3% 1.47% $9.8M $482.52
2025 Q3 ADDED 27,515 +8,237 +42.7% 2.14% $14.3M $515.81
2025 Q2 REDUCED 19,278 -1,864 -8.8% 1.54% $9.6M $494.54
2025 Q1 ADDED 21,142 +586 +2.9% 1.12% $7.9M $372.54
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)

Other funds also holding MSFT

As of 2025 Q4 — sorted by position size

SANDER CAPITAL ADVISORS INC 3Y 7Y 46.15% JOHO CAPITAL LLC 3Y 7Y 37.09% DDD Partners, LLC 3Y 7Y 35.36% Thiel Macro LLC 3Y 34.09% Elite Wealth Management, Inc. 3Y 7Y 32.49% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 28.48% Ursa Fund Management, LLC 3Y 7Y 26.96% Ursa Fund Management, LLC 3Y 7Y 26.52% Lakeside Advisors, INC. 3Y 26.29% CRITERIA CAIXA, S.A.U. 24.95%
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