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 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	$9.69M	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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Lakehouse Capital's MSFT Position: Q2 2026 in Review

Lakehouse Capital held its Microsoft (MSFT) position steady in Q2 2026 at 21,773 shares worth $8.12M. The position accounts for 8.98% of the portfolio, ranked #4.

Lakehouse Capital first reported a position in MSFT in Q3 2022 and has held it in 16 quarters since. The position peaked at $11.8M in Q1 2026. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Lakehouse Capital held 21,773 shares of Microsoft worth $8.12M as of Q2 2026.
Lakehouse Capital left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 8.98% of Lakehouse Capital's portfolio in Q2 2026, its #4 holding.
Lakehouse Capital first reported a position in Microsoft in Q3 2022 and has held it in 16 quarters since.
Lakehouse Capital's Microsoft position peaked at $11.8M in Q1 2026.
3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Lakehouse Capital's 13F filing for Q2 2026, filed 22 Jul 2026.