SEC 13F Intelligence

Asset Planning,Inc / MSFT

Asset Planning,Inc’s Microsoft Corp Position

Does Asset Planning,Inc own Microsoft Corp (MSFT)? Yes — 5.1K shares worth $2M (+1.35% of its 13F portfolio) as of Q1 2026, up from 4.7K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
5.1K
% of Portfolio
+1.35%
Quarters Held
6
currently held

Position History MSFT

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.1K$2M+1.35%
Q4 20254.7K$2M+1.61%
Q3 20254.8K$2M+1.79%
Q2 20254.8K$2M+1.79%
Q1 20254.7K$2M+1.39%
Q4 20244.8K$2M+1.53%

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