GER Loftin Wealth Advisors LLC’s Microsoft MSFT Stock Holding History

GER Loftin Wealth Advisors LLC’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11M	Buy	+21,477	New	+$9.9M	3.5%	11

Other funds holding MSFT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's MSFT Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in Microsoft (MSFT) in Q3 2026: 21,477 shares worth $11M. The stake represents 3.5% of the portfolio and ranks #11 among its holdings.

4,878 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

GER Loftin Wealth Advisors LLC held 21,477 shares of Microsoft worth $11M as of Q3 2026.
Microsoft was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
Microsoft made up 3.5% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #11 holding.
4,878 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.