SEC 13F Intelligence

Strategic Planning, Inc. / MSFT

Strategic Planning, Inc.’s Microsoft Corp Position

Does Strategic Planning, Inc. own Microsoft Corp (MSFT)? Yes — 32.1K shares worth $12M (+5.97% of its 13F portfolio) as of Q1 2026, up from 1.8K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
32.1K
% of Portfolio
+5.97%
Quarters Held
4
currently held

Position History MSFT

Reported value by quarter
Q2 ’25: $591,345Q2 ’25Q3 ’25: $905,252Q3 ’25Q4 ’25: $847,336Q4 ’25Q1 ’26: $12MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202632.1K$12M+5.97%
Q4 20251.8K$847,336+0.46%
Q3 20251.7K$905,252+0.52%
Q2 20251.6K$591,345+0.33%

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