SEC 13F Intelligence

Lifeplan Financial, LLC / MSFT

Lifeplan Financial, LLC’s Microsoft Corp Position

Does Lifeplan Financial, LLC own Microsoft Corp (MSFT)? Yes — 6.1K shares worth $2M (+1.67% of its 13F portfolio) as of Q1 2026, up from 5.3K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
6.1K
% of Portfolio
+1.67%
Quarters Held
10
currently held

Position History MSFT

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $3MQ2 ’25Q3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.1K$2M+1.67%
Q4 20255.3K$3M+1.98%
Q3 20255.5K$3M+2.24%
Q2 20255.6K$3M+2.32%
Q1 20255.5K$2M+1.80%
Q4 20245.2K$2M+1.93%
Q3 20245.2K$2M+1.91%
Q2 20245.1K$2M+2.09%
Q1 20245.2K$2M+2.02%
Q4 20235.3K$2M+1.98%

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