J. Derek Lewis & Associates
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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
Q3 		$7.55M Buy
14,710
+21
+0.1% +$9.7K 1.36% 18
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

J. Derek Lewis & Associates's MSFT Position: Q3 2026 in Review

J. Derek Lewis & Associates increased its Microsoft (MSFT) stake by 0.14% in Q3 2026, buying an estimated $9.7K and bringing the position to 14,710 shares worth $7.55M. The position accounts for 1.36% of the portfolio, ranked #18.

J. Derek Lewis & Associates first reported a position in MSFT in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.88M in Q4 2025. 3,890 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • J. Derek Lewis & Associates held 14,710 shares of Microsoft worth $7.55M as of Q3 2026.
  • J. Derek Lewis & Associates bought 21 Microsoft shares in Q3 2026, an estimated $9.7K.
  • Microsoft made up 1.36% of J. Derek Lewis & Associates's portfolio in Q3 2026, its #18 holding.
  • J. Derek Lewis & Associates first reported a position in Microsoft in Q4 2025 and has held it in 4 quarters since.
  • J. Derek Lewis & Associates's Microsoft position peaked at $7.88M in Q4 2025.
  • 3,890 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q3 2026, filed 3 Nov 2026.