LSPW
MSFT icon

Lake Street Private Wealth’s Microsoft MSFT Stock Holding History

Lake Street Private Wealth’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
Q1 		$15.8M Sell
42,698
-773
-2% -$323K 2.01% 7
2025
Q4 		$21M Buy
43,471
+420
+1% +$210K 2.57% 6
2025
Q3 		$22.3M Buy
43,051
+765
+2% +$390K 2.87% 6
2025
Q2 		$21M Buy
42,286
+533
+1% +$231K 2.99% 6
2025
Q1 		$15.7M Buy
41,753
+1,414
+4% +$576K 2.55% 6
2024
Q4 		$17M Sell
40,339
-1,200
-3% -$511K 2.72% 6
2024
Q3 		$17.9M Sell
41,539
-17,493
-30% -$7.48M 2.86% 6
2024
Q2 		$26.4M Buy
59,032
+1,635
+3% +$690K 3.42% 4
2024
Q1 		$24.1M Buy
57,397
+1,289
+2% +$522K 3.33% 4
2023
Q4 		$21.1M Buy
56,108
+2,636
+5% +$938K 3.32% 3
2023
Q3 		$16.8M Buy
53,472
+364
+0.7% +$120K 3.02% 3
2023
Q2 		$18.1M Sell
53,108
-445
-0.8% -$139K 3.18% 3
2023
Q1 		$15.4M Sell
53,553
-624
-1% -$159K 2.88% 3
2022
Q4 		$13M Buy
54,177
+1,112
+2% +$267K 2.69% 3
2022
Q3 		$12.4M Sell
53,065
-1,067
-2% -$282K 2.84% 3
2022
Q2 		$13.9M Buy
54,132
+3,033
+6% +$823K 2.93% 3
2022
Q1 		$15.8M Buy
51,099
+827
+2% +$249K 2.83% 3
2021
Q4 		$16.9M Buy
50,272
+9,605
+24% +$3.11M 2.97% 2
2021
Q3 		$11.5M Buy
40,667
+633
+2% +$184K 2.78% 4
2021
Q2 		$10.9M Sell
40,034
-833
-2% -$212K 2.77% 3
2021
Q1 		$9.63M Sell
40,867
-1,416
-3% -$329K 2.66% 4
2020
Q4 		$9.4M Sell
42,283
-569
-1% -$122K 2.72% 5
2020
Q3 		$9.01M Sell
42,852
-712
-2% -$150K 3.03% 6
2020
Q2 		$8.87M Buy
43,564
+564
+1% +$102K 3.28% 5
2020
Q1 		$6.78M Buy
43,000
+5,194
+14% +$854K 3.09% 4
2019
Q4 		$5.96M Buy
37,806
+5,801
+18% +$852K 2.28% 5
2019
Q3 		$4.45M Buy
32,005
+798
+3% +$110K 2.03% 9
2019
Q2 		$4.18M Buy
31,207
+6,045
+24% +$767K 2.46% 7
2019
Q1 		$2.97M Buy
+25,162
New +$2.75M 2.04% 10

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lake Street Private Wealth's MSFT Position: Q1 2026 in Review

Lake Street Private Wealth reduced its Microsoft (MSFT) stake by 1.8% in Q1 2026, selling an estimated $323K and leaving 42,698 shares worth $15.8M. The position accounts for 2.01% of the portfolio, ranked #7.

Lake Street Private Wealth first reported a position in MSFT in Q1 2019 and has held it in 29 quarters since. The position peaked at $26.4M in Q2 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Lake Street Private Wealth held 42,698 shares of Microsoft worth $15.8M as of Q1 2026.
  • Lake Street Private Wealth sold 773 Microsoft shares in Q1 2026, an estimated $323K.
  • Microsoft made up 2.01% of Lake Street Private Wealth's portfolio in Q1 2026, its #7 holding.
  • Lake Street Private Wealth first reported a position in Microsoft in Q1 2019 and has held it in 29 quarters since.
  • Lake Street Private Wealth's Microsoft position peaked at $26.4M in Q2 2024.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.