Capital & Planning, LLC
- SEC CIK
- 0002053750
- Latest filing
- Sep 2, 2026
MSFT holding history
Microsoft Corp in every 13F filed by Capital & Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
MSFT overviewAll 13F holders of MSFTFull Q2 2026 holdings
- Shares (Q2 2026)
- 44,584
- Value
- $16.6M
- % of portfolio
- 8.6%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 44,584 | $16.6M | 8.6% | +2,296+5.4% | Added | Holders |
| Q1 2026 | 42,288 | $15.7M | 9.5% | +36,063+579.3% | Added | Holders |
| Q4 2025 | 6,225 | $3.01M | 13.9% | −35,459−85.1% | Reduced | Holders |
| Q3 2025 | 41,684 | $21.6M | 13.3% | −21−0.1% | Reduced | Holders |
| Q2 2025 | 41,705 | $20.7M | 14.1% | −69−0.2% | Reduced | Holders |
| Q1 2025 | 41,774 | $15.7M | 11.6% | +688+1.7% | Added | Holders |
| Q4 2024 | 41,086 | $17.3M | 12.7% | – | No prior filing | Holders |