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Laffer Tengler Investments’s Microsoft MSFT Stock Holding History

Laffer Tengler Investments’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 		$22.7M Buy
60,882
+954
+2% +$386K 2.91% 6
2026
Q1 		$22.2M Buy
59,928
+7,337
+14% +$3.07M 3.28% 4
2025
Q4 		$25.4M Buy
52,591
+921
+2% +$462K 3.87% 3
2025
Q3 		$26.8M Buy
51,670
+4,409
+9% +$2.25M 4.24% 2
2025
Q2 		$23.5M Sell
47,261
-450
-0.9% -$195K 4.19% 2
2025
Q1 		$17.9M Sell
47,711
-2,352
-5% -$959K 3.81% 1
2024
Q4 		$21.1M Buy
50,063
+9,806
+24% +$4.18M 4.15% 2
2024
Q3 		$17.3M Buy
40,257
+64
+0.2% +$27.4K 3.51% 3
2024
Q2 		$18M Buy
40,193
+3,909
+11% +$1.65M 3.87% 3
2024
Q1 		$15.3M Buy
36,284
+38
+0.1% +$15.4K 3.94% 1
2023
Q4 		$13.6M Buy
36,246
+2,026
+6% +$721K 3.62% 1
2023
Q3 		$10.8M Buy
34,220
+5,685
+20% +$1.88M 3.18% 1
2023
Q2 		$9.72M Sell
28,535
-2,388
-8% -$748K 2.58% 2
2023
Q1 		$8.92M Buy
30,923
+1,219
+4% +$311K 2.42% 1
2022
Q4 		$7.12M Buy
29,704
+4,199
+16% +$1.01M 2.05% 1
2022
Q3 		$5.94M Buy
25,505
+1,068
+4% +$282K 2.18% 2
2022
Q2 		$6.28M Buy
24,437
+1,698
+7% +$461K 2.2% 1
2022
Q1 		$7.01M Buy
22,739
+162
+0.7% +$48.7K 2.11% 2
2021
Q4 		$7.59M Sell
22,577
-428
-2% -$139K 2.19% 2
2021
Q3 		$6.49M Buy
23,005
+7,687
+50% +$2.24M 1.88% 2
2021
Q2 		$4.15M Sell
15,318
-5,086
-25% -$1.29M 1.56% 4
2021
Q1 		$4.81M Buy
20,404
+2,728
+15% +$633K 1.82% 5
2020
Q4 		$3.92M Buy
17,676
+1,442
+9% +$310K 1.65% 6
2020
Q3 		$3.41M Buy
16,234
+4,206
+35% +$883K 1.71% 6
2020
Q2 		$2.45M Buy
12,028
+2,152
+22% +$391K 1.41% 24
2020
Q1 		$1.56M Buy
9,876
+1,523
+18% +$250K 1.22% 37
2019
Q4 		$1.32M Buy
8,353
+8,307
+18,059% +$1.22M 0.88% 48
2019
Q3 		$6.39K Buy
+46
New +$6.33K 0.01% 104
2019
Q2 		– Sell
-112,366
Closed -$13.3M – 150
2019
Q1 		$13.3M Hold
112,366
– – 3.56% 1
2018
Q4 		$11.4M Hold
112,366
– – 3.37% 1
2018
Q3 		$12.9M Hold
112,366
– – 3.18% 1
2018
Q2 		$11.1M Sell
112,366
-8,657
-7% -$839K 2.83% 1
2018
Q1 		$11M Sell
121,023
-22,498
-16% -$2.06M 2.75% 1
2017
Q4 		$12.3M Sell
143,521
-3,071
-2% -$252K 3.08% 1
2017
Q3 		$10.9M Sell
146,592
-10,388
-7% -$759K 2.88% 1
2017
Q2 		$10.8M Sell
156,980
-81
-0.1% -$5.56K 2.76% 1
2017
Q1 		$10.3M Sell
157,061
-3,523
-2% -$226K 2.72% 1
2016
Q4 		$9.98M Sell
160,584
-4,828
-3% -$290K 2.68% 1
2016
Q3 		$9.53M Buy
165,412
+878
+0.5% +$49.6K 2.65% 2
2016
Q2 		$8.42M Buy
164,534
+151,704
+1,182% +$7.88M 2.39% 2
2016
Q1 		$709K Buy
+12,830
New +$673K 0.19% 164
2015
Q4 		– Hold
0
– – – 165
2015
Q3 		– Sell
-50,204
Closed -$2.25M – 96
2015
Q2 		$2.22M Sell
50,204
-290,497
-85% -$13.3M 0.54% 43
2015
Q1 		$13.9M Buy
+340,701
New +$14.8M 1.94% 9
2014
Q4 		– Sell
-302,736
Closed -$14.2M – 2
2014
Q3 		$14M Buy
302,736
+31,205
+11% +$1.39M 2.08% 4
2014
Q2 		$11.3M Buy
271,531
+22,646
+9% +$917K 1.74% 6
2014
Q1 		$10.2M Buy
248,885
+7,258
+3% +$272K 1.64% 5
2013
Q4 		$9.04M Buy
+241,627
New +$8.78M 1.5% 10
2013
Q3 		– Sell
-287,883
Closed -$9.47M – 5
2013
Q2 		$9.94M Buy
+287,883
New +$9.43M 1.95% 1

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Laffer Tengler Investments's MSFT Position: Q2 2026 in Review

Laffer Tengler Investments increased its Microsoft (MSFT) stake by 1.6% in Q2 2026, buying an estimated $386K and bringing the position to 60,882 shares worth $22.7M. The position accounts for 2.91% of the portfolio, ranked #6.

Laffer Tengler Investments first reported a position in MSFT in Q2 2013 and has held it in 48 quarters since. The position peaked at $26.8M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Laffer Tengler Investments held 60,882 shares of Microsoft worth $22.7M as of Q2 2026.
  • Laffer Tengler Investments bought 954 Microsoft shares in Q2 2026, an estimated $386K.
  • Microsoft made up 2.91% of Laffer Tengler Investments's portfolio in Q2 2026, its #6 holding.
  • Laffer Tengler Investments first reported a position in Microsoft in Q2 2013 and has held it in 48 quarters since.
  • Laffer Tengler Investments's Microsoft position peaked at $26.8M in Q3 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Laffer Tengler Investments's 13F filing for Q2 2026, filed 21 Jul 2026.