Lakeridge Wealth Management’s Microsoft MSFT Stock Holding History

Lakeridge 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	$4.75M	Buy	12,722 +811	+7%	+$328K	1.74%	14
2026 Q1	$4.41M	Sell	11,911 -164	-1%	-$68.6K	1.9%	13
2025 Q4	$5.84M	Buy	12,075 +601	+5%	+$301K	2.65%	9
2025 Q3	$5.94M	Sell	11,474 -1,069	-9%	-$545K	2.64%	11
2025 Q2	$6.24M	Sell	12,543 -211	-2%	-$91.6K	2.87%	9
2025 Q1	$4.79M	Sell	12,754 -150	-1%	-$61.2K	2.39%	11
2024 Q4	$5.44M	Sell	12,904 -67	-0.5%	-$28.5K	2.81%	10
2024 Q3	$5.58M	Sell	12,971 -269	-2%	-$115K	3.07%	10
2024 Q2	$5.92M	Sell	13,240 -147	-1%	-$62.1K	3.56%	8
2024 Q1	$5.63M	Sell	13,387 -118	-0.9%	-$47.8K	3.65%	6
2023 Q4	$5.08M	Buy	+13,505	New	+$4.81M	3.67%	7

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Lakeridge Wealth Management increased its Microsoft (MSFT) stake by 6.8% in Q2 2026, buying an estimated $328K and bringing the position to 12,722 shares worth $4.75M. The position accounts for 1.74% of the portfolio, ranked #14.

Lakeridge Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.24M in Q2 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Lakeridge Wealth Management held 12,722 shares of Microsoft worth $4.75M as of Q2 2026.
Lakeridge Wealth Management bought 811 Microsoft shares in Q2 2026, an estimated $328K.
Microsoft made up 1.74% of Lakeridge Wealth Management's portfolio in Q2 2026, its #14 holding.
Lakeridge Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Lakeridge Wealth Management's Microsoft position peaked at $6.24M in Q2 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.