SEC 13F Intelligence

Retirement Planning Group, LLC / MSFT

Retirement Planning Group, LLC’s Microsoft Corp Position

Does Retirement Planning Group, LLC own Microsoft Corp (MSFT)? Yes — 55.0K shares worth $20M (+0.63% of its 13F portfolio) as of Q1 2026, down from 59.1K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
55.0K
% of Portfolio
+0.63%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $246,000Q4 ’18Q1 ’19: $279,000Q2 ’19: $320,000Q3 ’19: $1MQ4 ’19: $653,000Q4 ’19Q1 ’20: $688,000Q2 ’20: $981,000Q3 ’20: $1MQ4 ’20: $1MQ4 ’20Q1 ’21: $1MQ2 ’21: $1MQ3 ’21: $1MQ4 ’21: $2MQ4 ’21Q1 ’22: $1MQ2 ’22: $1MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $3MQ4 ’23: $4MQ4 ’23Q1 ’24: $7MQ2 ’24: $8MQ3 ’24: $9MQ4 ’24: $10MQ4 ’24Q1 ’25: $10MQ2 ’25: $14MQ3 ’25: $29MQ4 ’25: $29MQ4 ’25Q1 ’26: $20Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202655.0K$20M+0.63%
Q4 202559.1K$29M+0.94%
Q3 202556.5K$29M+1.02%
Q2 202527.7K$14M+0.59%
Q1 202527.4K$10M+0.48%
Q4 202423.5K$10M+0.50%
Q3 202421.9K$9M+0.51%
Q2 202418.3K$8M+0.52%
Q1 202415.9K$7M+0.51%
Q4 20239.6K$4M+0.32%
Q3 20239.3K$3M+0.31%
Q2 20239.3K$3M+0.32%
Q1 20239.2K$3M+0.28%
Q4 202210.1K$2M+0.28%
Q3 202210.1K$2M+0.30%
Q2 20225.2K$1M+0.16%
Q1 20224.9K$1M+0.16%
Q4 20214.9K$2M+0.16%
Q3 20214.8K$1M+0.15%
Q2 20215.0K$1M+0.16%
Q1 20214.9K$1M+0.16%
Q4 20204.8K$1M+0.16%
Q3 20204.9K$1M+0.17%
Q2 20204.8K$981,000+0.18%
Q1 20204.4K$688,000+0.16%
Q4 20194.1K$653,000+0.13%
Q3 20198.4K$1M+0.25%
Q2 20192.4K$320,000+0.07%
Q1 20192.4K$279,000+0.07%
Q4 20182.4K$246,000+0.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Retirement Planning Group, LLC’s full portfolio or all institutional holders of MSFT.