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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
Q3 		$11M Buy
21,398
+126
+0.6% +$58.3K 3.4% 9
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Lakeshore Financial Planning's MSFT Position: Q3 2026 in Review

Lakeshore Financial Planning increased its Microsoft (MSFT) stake by 0.59% in Q3 2026, buying an estimated $58.3K and bringing the position to 21,398 shares worth $11M. The position accounts for 3.4% of the portfolio, ranked #9.

Lakeshore Financial Planning first reported a position in MSFT in Q3 2023 and has held it in 13 quarters since. The position peaked at $11.2M in Q3 2025. 4,141 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Lakeshore Financial Planning held 21,398 shares of Microsoft worth $11M as of Q3 2026.
  • Lakeshore Financial Planning bought 126 Microsoft shares in Q3 2026, an estimated $58.3K.
  • Microsoft made up 3.4% of Lakeshore Financial Planning's portfolio in Q3 2026, its #9 holding.
  • Lakeshore Financial Planning first reported a position in Microsoft in Q3 2023 and has held it in 13 quarters since.
  • Lakeshore Financial Planning's Microsoft position peaked at $11.2M in Q3 2025.
  • 4,141 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Lakeshore Financial Planning's 13F filing for Q3 2026, filed 13 Oct 2026.