Lakehouse Capital
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Lakehouse Capital’s Microsoft MSFT Stock Holding History

Lakehouse Capital’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 		$10.2M Sell
19,927
-1,846
-8% -$854K 8.96% 5
2026
Q2 		$8.12M Hold
21,773
– – 8.98% 4
2026
Q1 		$11.8M Buy
21,773
+12,866
+144% +$5.38M 7.94% 5
2025
Q4 		$4.31M Sell
8,907
-565
-6% -$283K 3.11% 12
2025
Q3 		$4.91M Hold
9,472
– – 3% 12
2025
Q2 		$4.71M Hold
9,472
– – 2.87% 11
2025
Q1 		$3.56M Hold
9,472
– – 2.36% 13
2024
Q4 		$3.99M Hold
9,472
– – 2.69% 13
2024
Q3 		$4.08M Sell
9,472
-5,000
-35% -$2.14M 2.87% 13
2024
Q2 		$6.47M Hold
14,472
– – 4.53% 11
2024
Q1 		$6.09M Sell
14,472
-5,092
-26% -$2.06M 4.74% 9
2023
Q4 		$7.36M Sell
19,564
-7,572
-28% -$2.7M 5.88% 9
2023
Q3 		$8.57M Sell
27,136
-1,304
-5% -$431K 7.73% 8
2023
Q2 		$9.7M Sell
28,440
-3,002
-10% -$941K 8.33% 7
2023
Q1 		$9.06M Hold
31,442
– – 8.02% 8
2022
Q4 		$7.54M Hold
31,442
– – 7.48% 8
2022
Q3 		$7.32M Buy
+31,442
New +$8.3M 8.02% 7

Other funds holding MSFT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Lakehouse Capital's MSFT Position: Q3 2026 in Review

Lakehouse Capital reduced its Microsoft (MSFT) stake by 8.5% in Q3 2026, selling an estimated $854K and leaving 19,927 shares worth $10.2M. The position accounts for 8.96% of the portfolio, ranked #5.

Lakehouse Capital first reported a position in MSFT in Q3 2022 and has held it in 17 quarters since. The position peaked at $11.8M in Q1 2026. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Lakehouse Capital held 19,927 shares of Microsoft worth $10.2M as of Q3 2026.
  • Lakehouse Capital sold 1,846 Microsoft shares in Q3 2026, an estimated $854K.
  • Microsoft made up 8.96% of Lakehouse Capital's portfolio in Q3 2026, its #5 holding.
  • Lakehouse Capital first reported a position in Microsoft in Q3 2022 and has held it in 17 quarters since.
  • Lakehouse Capital's Microsoft position peaked at $11.8M in Q1 2026.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Lakehouse Capital's 13F filing for Q3 2026, filed 6 Oct 2026.