Pinnacle Wealth Planning Services, Inc. / MSFT
Pinnacle Wealth Planning Services, Inc.’s Microsoft Corp Position
Does Pinnacle Wealth Planning Services, Inc. own Microsoft Corp (MSFT)? Yes — 36.5K shares worth $14M (+1.39% of its 13F portfolio) as of Q1 2026, down from 38.6K shares the prior filed quarter.
Position Value
$14M
Q1 2026
Shares
36.5K
% of Portfolio
+1.39%
Quarters Held
30
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 36.5K | $14M | +1.39% |
| Q4 2025 | 38.6K | $19M | +1.95% |
| Q3 2025 | 39.5K | $20M | +2.40% |
| Q2 2025 | 38.6K | $19M | +2.53% |
| Q1 2025 | 33.9K | $13M | +1.91% |
| Q4 2024 | 32.9K | $14M | +2.09% |
| Q3 2024 | 43.6K | $19M | +2.55% |
| Q2 2024 | 43.0K | $19M | +2.74% |
| Q1 2024 | 43.3K | $18M | +2.67% |
| Q4 2023 | 42.9K | $16M | +2.54% |
| Q3 2023 | 43.4K | $14M | +2.26% |
| Q2 2023 | 43.4K | $15M | +2.39% |
| Q1 2023 | 43.8K | $13M | +2.10% |
| Q4 2022 | 43.2K | $10M | +1.84% |
| Q3 2022 | 42.1K | $10M | +1.81% |
| Q2 2022 | 42.4K | $11M | +1.96% |
| Q1 2022 | 39.4K | $12M | +2.21% |
| Q4 2021 | 38.3K | $13M | +2.51% |
| Q3 2021 | 35.8K | $10M | +2.23% |
| Q2 2021 | 35.2K | $10M | +2.22% |
| Q1 2021 | 35.2K | $8M | +2.13% |
| Q4 2020 | 32.0K | $7M | +1.70% |
| Q3 2020 | 31.4K | $7M | +2.18% |
| Q2 2020 | 31.7K | $6M | +2.10% |
| Q1 2020 | 33.8K | $5M | +2.53% |
| Q4 2019 | 28.9K | $5M | +2.14% |
| Q3 2019 | 26.2K | $4M | +1.99% |
| Q2 2019 | 20.1K | $3M | +1.62% |
| Q1 2019 | 18.0K | $2M | +1.42% |
| Q4 2018 | 20.2K | $2M | +2.11% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Pinnacle Wealth Planning Services, Inc.’s full portfolio or all institutional holders of MSFT.