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Laidlaw Wealth Management’s Microsoft MSFT Stock Holding History

Laidlaw Wealth Management’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 		$1.69M Buy
4,526
+88
+2% +$35.6K 4.82% 4
2026
Q1 		$1.64M Sell
4,438
-75
-2% -$31.4K 5.7% 3
2025
Q4 		$2.18M Sell
4,513
-2,110
-32% -$1.06M 6.76% 3
2025
Q3 		$3.43M Buy
6,623
+112
+2% +$57.1K 8.17% 2
2025
Q2 		$3.24M Sell
6,511
-1,090
-14% -$473K 9.33% 2
2025
Q1 		$2.85M Sell
7,601
-9,621
-56% -$3.92M 8.41% 2
2024
Q4 		$7.26M Buy
17,222
+176
+1% +$75K 3.16% 4
2024
Q3 		$7.33M Sell
17,046
-231
-1% -$98.7K 3.63% 3
2024
Q2 		$7.72M Sell
17,277
-452
-3% -$191K 4.24% 1
2024
Q1 		$7.46M Sell
17,729
-17,669
-50% -$7.15M 4.16% 1
2023
Q4 		$13.3M Buy
35,398
+1,166
+3% +$415K 4.84% 2
2023
Q3 		$10.8M Sell
34,232
-24,602
-42% -$8.13M 3.57% 2
2023
Q2 		$20M Buy
58,834
+1,478
+3% +$463K 3.92% 3
2023
Q1 		$16.5M Sell
57,356
-684
-1% -$174K 3.38% 3
2022
Q4 		$13.9M Buy
58,040
+2,759
+5% +$662K 2.99% 3
2022
Q3 		$12.9M Sell
55,281
-1,604
-3% -$424K 3.01% 3
2022
Q2 		$14.6M Sell
56,885
-1,315
-2% -$357K 2.98% 3
2022
Q1 		$17.9M Buy
58,200
+1,226
+2% +$369K 3% 3
2021
Q4 		$19.2M Sell
56,974
-291
-0.5% -$94.3K 3.06% 3
2021
Q3 		$16.1M Buy
57,265
+3,876
+7% +$1.13M 4.14% 2
2021
Q2 		$14.5M Buy
+53,389
New +$13.6M 3.73% 2
2021
Q1 		– Sell
-53,923
Closed -$12M – 306
2020
Q4 		$12M Buy
53,923
+29,132
+118% +$6.26M 2.53% 3
2020
Q3 		$5.21M Buy
24,791
+558
+2% +$117K 2.32% 5
2020
Q2 		$4.93M Buy
24,233
+74
+0.3% +$13.4K 2.58% 5
2020
Q1 		$3.81M Sell
24,159
-4,322
-15% -$711K 2.5% 6
2019
Q4 		$4.49M Buy
+28,481
New +$4.18M 2.84% 3

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Laidlaw Wealth Management's MSFT Position: Q2 2026 in Review

Laidlaw Wealth Management increased its Microsoft (MSFT) stake by 2% in Q2 2026, buying an estimated $35.6K and bringing the position to 4,526 shares worth $1.69M. The position accounts for 4.82% of the portfolio, ranked #4.

Laidlaw Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $20M in Q2 2023. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Laidlaw Wealth Management held 4,526 shares of Microsoft worth $1.69M as of Q2 2026.
  • Laidlaw Wealth Management bought 88 Microsoft shares in Q2 2026, an estimated $35.6K.
  • Microsoft made up 4.82% of Laidlaw Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Laidlaw Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Laidlaw Wealth Management's Microsoft position peaked at $20M in Q2 2023.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Laidlaw Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.