Wealthplan Partners, LLC / MSFT
Wealthplan Partners, LLC’s Microsoft Corp Position
Does Wealthplan Partners, LLC own Microsoft Corp (MSFT)? Yes — 14.0K shares worth $5M (+1.00% of its 13F portfolio) as of Q1 2026, down from 20.3K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
14.0K
% of Portfolio
+1.00%
Quarters Held
26
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 14.0K | $5M | +1.00% |
| Q4 2025 | 20.3K | $10M | +1.47% |
| Q3 2025 | 27.5K | $14M | +2.14% |
| Q2 2025 | 19.3K | $10M | +1.54% |
| Q1 2025 | 21.1K | $8M | +1.12% |
| Q4 2024 | 20.6K | $9M | +1.23% |
| Q3 2024 | 19.8K | $9M | +1.15% |
| Q2 2024 | 20.6K | $9M | +0.99% |
| Q1 2024 | 20.1K | $8M | +0.88% |
| Q4 2023 | 21.4K | $8M | +0.83% |
| Q3 2023 | 20.5K | $6M | +0.75% |
| Q2 2023 | 15.6K | $5M | +0.75% |
| Q1 2023 | 19.6K | $6M | +0.64% |
| Q4 2022 | 40.0K | $11M | +0.76% |
| Q1 2022 | 41.2K | $11M | +0.79% |
| Q4 2021 | 42.5K | $13M | +0.87% |
| Q2 2021 | 42.0K | $12M | +0.85% |
| Q1 2021 | 41.9K | $10M | +0.81% |
| Q4 2020 | 42.4K | $10M | +0.87% |
| Q2 2020 | 36.4K | $8M | +0.79% |
| Q1 2020 | 34.8K | $6M | +0.81% |
| Q4 2019 | 32.8K | $6M | +0.72% |
| Q3 2019 | 30.7K | $5M | +0.62% |
| Q2 2019 | 28.0K | $4M | +0.58% |
| Q1 2019 | 30.1K | $4M | +0.59% |
| Q4 2018 | 29.2K | $3M | +0.51% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealthplan Partners, LLC’s full portfolio or all institutional holders of MSFT.