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Graves Light Lenhart Wealth’s Microsoft MSFT Stock Holding History

Graves Light Lenhart Wealth’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
Q2 		$4.18M Sell
11,195
-258
-2% -$104K 0.39% 46
2026
Q1 		$4.24M Sell
11,453
-172
-1% -$72K 0.44% 44
2025
Q4 		$5.62M Sell
11,625
-560
-5% -$281K 0.6% 37
2025
Q3 		$6.31M Buy
12,185
+357
+3% +$182K 0.7% 35
2025
Q2 		$5.88M Sell
11,828
-21
-0.2% -$9.12K 0.7% 34
2025
Q1 		$4.45M Buy
11,849
+134
+1% +$54.6K 0.55% 39
2024
Q4 		$4.94M Sell
11,715
-423
-3% -$180K 0.61% 36
2024
Q3 		$5.22M Sell
12,138
-3,231
-21% -$1.38M 0.64% 37
2024
Q2 		$7.02M Buy
15,369
+45
+0.3% +$19K 0.8% 32
2024
Q1 		$6.45M Sell
15,324
-560
-4% -$227K 0.75% 33
2023
Q4 		$5.97M Sell
15,884
-50
-0.3% -$17.8K 0.74% 35
2023
Q3 		$5.21M Sell
15,934
-839
-5% -$277K 0.71% 35
2023
Q2 		$5.71M Buy
16,773
+1,171
+8% +$367K 0.77% 32
2023
Q1 		$4.5M Buy
15,602
+2
+0% +$510 0.7% 35
2022
Q4 		$3.74M Sell
15,600
-1,346
-8% -$323K 0.58% 44
2022
Q3 		$3.95M Sell
16,946
-16
-0.1% -$4.22K 0.66% 38
2022
Q2 		$4.36M Sell
16,962
-48
-0.3% -$13K 0.66% 39
2022
Q1 		$5.24M Sell
17,010
-508
-3% -$153K 0.73% 38
2021
Q4 		$5.89M Buy
17,518
+921
+6% +$299K 0.84% 32
2021
Q3 		$4.68M Sell
16,597
-134
-0.8% -$39K 0.74% 39
2021
Q2 		$4.53M Buy
16,731
+175
+1% +$44.5K 0.73% 42
2021
Q1 		$3.9M Buy
16,556
+91
+0.6% +$21.1K 0.67% 42
2020
Q4 		$3.66M Sell
16,465
-364
-2% -$78.3K 0.68% 42
2020
Q3 		$3.54M Sell
16,829
-686
-4% -$144K 0.78% 38
2020
Q2 		$3.56M Sell
17,515
-330
-2% -$59.9K 0.84% 38
2020
Q1 		$2.81M Buy
17,845
+385
+2% +$63.3K 0.76% 39
2019
Q4 		$2.75M Sell
17,460
-132
-0.8% -$19.4K 0.58% 49
2019
Q3 		$2.52M Buy
17,592
+2,154
+14% +$296K 0.56% 48
2019
Q2 		$2.07M Buy
15,438
+459
+3% +$58.3K 0.49% 51
2019
Q1 		$1.77M Buy
14,979
+810
+6% +$88.4K 0.45% 55
2018
Q4 		$1.44M Buy
+14,169
New +$1.52M 0.42% 55

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Graves Light Lenhart Wealth's MSFT Position: Q2 2026 in Review

Graves Light Lenhart Wealth reduced its Microsoft (MSFT) stake by 2.3% in Q2 2026, selling an estimated $104K and leaving 11,195 shares worth $4.18M. The position accounts for 0.39% of the portfolio, ranked #46.

Graves Light Lenhart Wealth first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.02M in Q2 2024. 1,291 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Graves Light Lenhart Wealth held 11,195 shares of Microsoft worth $4.18M as of Q2 2026.
  • Graves Light Lenhart Wealth sold 258 Microsoft shares in Q2 2026, an estimated $104K.
  • Microsoft made up 0.39% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #46 holding.
  • Graves Light Lenhart Wealth first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
  • Graves Light Lenhart Wealth's Microsoft position peaked at $7.02M in Q2 2024.
  • 1,291 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.