SEC 13F Intelligence

Peak Planning Group, LLC / MSFT

Peak Planning Group, LLC’s Microsoft Corp Position

Does Peak Planning Group, LLC own Microsoft Corp (MSFT)? Yes29.1K shares worth $13M (+5.49% of its 13F portfolio) as of Q2 2026, up from 11.9K shares the prior filed quarter.

Position Value
$13M
Q2 2026
Shares
29.1K
% of Portfolio
+5.49%
Quarters Held
3
currently held

Position History MSFT

Reported value by quarter
Q4 ’25: $14MQ4 ’25Q1 ’26: $2MQ1 ’26Q2 ’26: $13MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202629.1K$13M+5.49%
Q1 202611.9K$2M+3.50%
Q4 202527.9K$14M+3.79%

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