L.K. Benson & Company’s Microsoft MSFT Stock Holding History

L.K. Benson & Company’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	$826K	Buy	2,214 +192	+9%	+$77.7K	0.25%	58
2026 Q1	$748K	Hold	2,022	–	–	0.25%	59
2025 Q4	$978K	Buy	2,022 +707	+54%	+$354K	0.49%	46
2025 Q3	$681K	Sell	1,315 -277	-17%	-$141K	0.37%	57
2025 Q2	$792K	Hold	1,592	–	–	0.49%	50
2025 Q1	$598K	Buy	1,592 +235	+17%	+$95.8K	0.41%	57
2024 Q4	$572K	Buy	+1,357	New	+$578K	0.4%	55

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

L.K. Benson & Company's MSFT Position: Q2 2026 in Review

L.K. Benson & Company increased its Microsoft (MSFT) stake by 9.5% in Q2 2026, buying an estimated $77.7K and bringing the position to 2,214 shares worth $826K. The position accounts for 0.25% of the portfolio, ranked #58.

L.K. Benson & Company first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $978K in Q4 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

L.K. Benson & Company held 2,214 shares of Microsoft worth $826K as of Q2 2026.
L.K. Benson & Company bought 192 Microsoft shares in Q2 2026, an estimated $77.7K.
Microsoft made up 0.25% of L.K. Benson & Company's portfolio in Q2 2026, its #58 holding.
L.K. Benson & Company first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
L.K. Benson & Company's Microsoft position peaked at $978K in Q4 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.