SEC 13F Intelligence

Center For Financial Planning, Inc. / MSFT

Center For Financial Planning, Inc.’s Microsoft Corp Position

Does Center For Financial Planning, Inc. own Microsoft Corp (MSFT)? Yes — 26.5K shares worth $10M (+1.02% of its 13F portfolio) as of Q1 2026, up from 23.9K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
26.5K
% of Portfolio
+1.02%
Quarters Held
26
currently held

Position History MSFT

Reported value by quarter
Q4 ’19: $4MQ4 ’19Q1 ’20: $5MQ2 ’20: $6MQ3 ’20: $6MQ4 ’20: $7MQ4 ’20Q1 ’21: $7MQ2 ’21: $8MQ3 ’21: $9MQ4 ’21: $10MQ4 ’21Q1 ’22: $9MQ2 ’22: $8MQ3 ’22: $7MQ4 ’22: $8MQ4 ’22Q1 ’23: $9MQ2 ’23: $10MQ3 ’23: $10MQ4 ’23: $12MQ4 ’23Q1 ’24: $13MQ2 ’24: $14MQ3 ’24: $13MQ4 ’24: $13MQ4 ’24Q1 ’25: $9MQ2 ’25: $12MQ3 ’25: $12MQ4 ’25: $12MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202626.5K$10M+1.02%
Q4 202523.9K$12M+1.20%
Q3 202523.9K$12M+1.32%
Q2 202523.9K$12M+1.36%
Q1 202523.7K$9M+1.14%
Q4 202429.9K$13M+1.68%
Q3 202429.7K$13M+1.73%
Q2 202430.7K$14M+1.98%
Q1 202430.8K$13M+1.94%
Q4 202330.6K$12M+2.11%
Q3 202330.9K$10M+2.11%
Q2 202330.4K$10M+2.18%
Q1 202331.0K$9M+2.06%
Q4 202231.4K$8M+1.83%
Q3 202231.6K$7M+1.96%
Q2 202231.6K$8M+2.06%
Q1 202230.2K$9M+1.91%
Q4 202131.0K$10M+2.14%
Q3 202131.1K$9M+2.13%
Q2 202131.1K$8M+2.07%
Q1 202131.3K$7M+1.93%
Q4 202029.3K$7M+1.85%
Q3 202030.2K$6M+2.04%
Q2 202030.4K$6M+2.16%
Q1 202029.5K$5M+1.58%
Q4 201928.1K$4M+1.11%

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