Lakeshore Financial Planning’s Microsoft MSFT Stock Holding History

Lakeshore Financial Planning’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	$7.94M	Buy	21,272 +481	+2%	+$195K	2.55%	11
2026 Q1	$7.7M	Sell	20,791 -814	-4%	-$341K	2.79%	10
2025 Q4	$10.4M	Sell	21,605 -46	-0.2%	-$23.1K	3.73%	8
2025 Q3	$11.2M	Sell	21,651 -282	-1%	-$144K	4.16%	7
2025 Q2	$10.9M	Sell	21,933 -251	-1%	-$109K	4.38%	7
2025 Q1	$8.33M	Buy	22,184 +463	+2%	+$189K	3.47%	9
2024 Q4	$9.16M	Buy	21,721 +51	+0.2%	+$21.7K	3.91%	8
2024 Q3	$9.33M	Buy	21,670 +692	+3%	+$296K	4.11%	9
2024 Q2	$9.38M	Sell	20,978 -59	-0.3%	-$24.9K	4.58%	9
2024 Q1	$8.85M	Buy	21,037 +76	+0.4%	+$30.8K	4.48%	8
2023 Q4	$7.88M	Sell	20,961 -197	-0.9%	-$70.1K	4.38%	8
2023 Q3	$6.68M	Buy	+21,158	New	+$6.99M	3.81%	9

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

Lakeshore Financial Planning's MSFT Position: Q2 2026 in Review

Lakeshore Financial Planning increased its Microsoft (MSFT) stake by 2.3% in Q2 2026, buying an estimated $195K and bringing the position to 21,272 shares worth $7.94M. The position accounts for 2.55% of the portfolio, ranked #11.

Lakeshore Financial Planning first reported a position in MSFT in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.2M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Lakeshore Financial Planning held 21,272 shares of Microsoft worth $7.94M as of Q2 2026.
Lakeshore Financial Planning bought 481 Microsoft shares in Q2 2026, an estimated $195K.
Microsoft made up 2.55% of Lakeshore Financial Planning's portfolio in Q2 2026, its #11 holding.
Lakeshore Financial Planning first reported a position in Microsoft in Q3 2023 and has held it in 12 quarters since.
Lakeshore Financial Planning's Microsoft position peaked at $11.2M in Q3 2025.
3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.