Microsoft Corporation $MSFT Shares Sold by WealthPLAN Partners LLC

Posted by Geri Gentry on Jul 21st, 2026

WealthPLAN Partners LLC decreased its position in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 30.8% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 14,035 shares of the software giant’s stock after selling 6,243 shares during the quarter. Microsoft accounts for approximately 1.0% of WealthPLAN Partners LLC’s portfolio, making the stock its 24th largest position. WealthPLAN Partners LLC’s holdings in Microsoft were worth $5,195,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also modified their holdings of the company. Longfellow Investment Management Co. LLC grew its position in Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after acquiring an additional 20 shares in the last quarter. Bernzott Capital Advisors acquired a new stake in shares of Microsoft during the fourth quarter worth about $34,000. Timmons Wealth Management LLC purchased a new position in shares of Microsoft in the fourth quarter valued at approximately $36,000. Fairway Wealth LLC grew its holdings in shares of Microsoft by 287.0% in the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after purchasing an additional 66 shares in the last quarter. Finally, LSV Asset Management acquired a new position in shares of Microsoft in the fourth quarter valued at approximately $44,000. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Microsoft announced an expanded strategic partnership with AMD to deploy Helios systems across Azure, reinforcing its AI infrastructure buildout and giving the stock a near-term boost. Microsoft expands AMD partnership with Helios AI infrastructure deployment on Azure
Positive Sentiment: Analysts and commentators are framing Microsoft as attractively valued ahead of earnings, with some highlighting upside from Azure growth, AI execution, and Copilot adoption if management delivers strong commentary. Microsoft Stock Price Offers ‘Attractive Entry Point,’ Says Deutsche Bank Ahead of Q2 Earnings
Neutral Sentiment: Microsoft is approaching fiscal Q4 earnings on July 29, and investors are watching for updates on Azure growth, AI spending, and whether Copilot is gaining traction. Microsoft earnings to spotlight Azure growth, AI spending
Negative Sentiment: Sentiment is also being weighed down by a new securities-fraud lawsuit tied to prior AI/Copilot disclosures, which could add legal and reputational overhang ahead of earnings. MSFT Investors Have Opportunity to Lead Microsoft Corporation Securities Fraud Lawsuit

Insider Transactions at Microsoft

In related news, CEO Judson Althoff sold 15,500 shares of the business’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the completion of the sale, the chief executive officer owned 110,477 shares in the company, valued at $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Amy Coleman sold 1,262 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of the transaction, the executive vice president directly owned 46,003 shares of the company’s stock, valued at $18,922,874.02. This trade represents a 2.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 23,762 shares of company stock valued at $10,508,361. 0.03% of the stock is currently owned by corporate insiders.

Microsoft Price Performance

Shares of MSFT opened at $402.29 on Tuesday. The firm has a market capitalization of $2.99 trillion, a price-to-earnings ratio of 23.95, a PEG ratio of 1.19 and a beta of 1.13. The firm’s fifty day simple moving average is $400.07 and its 200-day simple moving average is $410.17. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $555.45. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08.

Microsoft (NASDAQ:MSFT – Get Free Report) last issued its earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping analysts’ consensus estimates of $4.06 by $0.21. The firm had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company’s revenue was up 18.3% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $3.46 earnings per share. Equities analysts forecast that Microsoft Corporation will post 16.71 EPS for the current fiscal year.

Microsoft Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft’s dividend payout ratio is currently 21.67%.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on MSFT shares. President Capital increased their target price on shares of Microsoft from $500.00 to $520.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Evercore reiterated an “outperform” rating and issued a $525.00 price objective on shares of Microsoft in a research note on Wednesday, July 15th. Sanford C. Bernstein lowered Microsoft from an “outperform” rating to a “hold” rating in a report on Monday, July 6th. Wolfe Research lowered their target price on Microsoft from $570.00 to $525.00 and set an “outperform” rating for the company in a research note on Monday, July 6th. Finally, New Street Research cut their price target on Microsoft from $675.00 to $600.00 and set a “buy” rating on the stock in a report on Thursday, April 30th. Forty-two analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $557.46.

View Our Latest Research Report on MSFT

Microsoft Company Profile

(Free Report)

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).

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Institutional Ownership by Quarter for Microsoft (NASDAQ:MSFT)

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