Phillips Wealth Planners LLC / MSFT
Phillips Wealth Planners LLC’s Microsoft Corp Position
Does Phillips Wealth Planners LLC own Microsoft Corp (MSFT)? Yes — 8.6K shares worth $4M (+2.68% of its 13F portfolio) as of Q1 2026, up from 7.5K shares the prior filed quarter.
Position Value
$4M
Q1 2026
Shares
8.6K
% of Portfolio
+2.68%
Quarters Held
14
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 8.6K | $4M | +2.68% |
| Q4 2025 | 7.5K | $3M | +2.67% |
| Q3 2025 | 7.0K | $4M | +3.06% |
| Q2 2025 | 6.5K | $3M | +2.92% |
| Q1 2025 | 6.7K | $3M | +2.74% |
| Q4 2024 | 6.5K | $3M | +2.72% |
| Q3 2024 | 6.5K | $3M | +2.58% |
| Q2 2024 | 6.2K | $3M | +3.02% |
| Q1 2024 | 6.2K | $3M | +2.95% |
| Q4 2023 | 6.2K | $2M | +2.95% |
| Q3 2023 | 6.6K | $2M | +2.97% |
| Q2 2023 | 6.6K | $2M | +2.95% |
| Q1 2023 | 7.3K | $2M | +2.94% |
| Q4 2022 | 7.3K | $2M | +3.45% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Phillips Wealth Planners LLC’s full portfolio or all institutional holders of MSFT.