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J. Derek Lewis & Associates’s Microsoft MSFT Stock Holding History

J. Derek Lewis & Associates’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 		$5.48M Sell
14,689
-1,045
-7% -$423K 1.04% 19
2026
Q1 		$5.82M Sell
15,734
-565
-3% -$236K 1.31% 16
2025
Q4 		$7.88M Buy
+16,299
New +$8.17M 1.85% 15

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

J. Derek Lewis & Associates's MSFT Position: Q2 2026 in Review

J. Derek Lewis & Associates reduced its Microsoft (MSFT) stake by 6.6% in Q2 2026, selling an estimated $423K and leaving 14,689 shares worth $5.48M. The position accounts for 1.04% of the portfolio, ranked #19.

J. Derek Lewis & Associates first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.88M in Q4 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • J. Derek Lewis & Associates held 14,689 shares of Microsoft worth $5.48M as of Q2 2026.
  • J. Derek Lewis & Associates sold 1,045 Microsoft shares in Q2 2026, an estimated $423K.
  • Microsoft made up 1.04% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #19 holding.
  • J. Derek Lewis & Associates first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • J. Derek Lewis & Associates's Microsoft position peaked at $7.88M in Q4 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.