SEC 13F Intelligence

Financial Life Planners / MSFT

Financial Life Planners’s Microsoft Corp Position

Does Financial Life Planners own Microsoft Corp (MSFT)? Yes — 8.6K shares worth $3M (+2.44% of its 13F portfolio) as of Q1 2026, down from 8.8K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
8.6K
% of Portfolio
+2.44%
Quarters Held
6
currently held

Position History MSFT

Reported value by quarter
Q4 ’24: $6MQ4 ’24Q1 ’25: $5MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20268.6K$3M+2.44%
Q4 20258.8K$4M+3.06%
Q3 20258.9K$5M+3.10%
Q2 20259.1K$5M+3.67%
Q1 202513.4K$5M+4.90%
Q4 202414.9K$6M+5.27%

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