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Lakeside Advisors’s Microsoft MSFT Stock Holding History

Lakeside Advisors’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 		$31.2M Sell
83,634
-1,003
-1% -$406K 19.64% 1
2026
Q1 		$31.3M Sell
84,637
-361
-0.4% -$151K 20.91% 1
2025
Q4 		$41.1M Sell
84,998
-784
-0.9% -$393K 26.29% 1
2025
Q3 		$44.4M Sell
85,782
-638
-0.7% -$325K 28.11% 1
2025
Q2 		$43M Sell
86,420
-9,943
-10% -$4.32M 27.71% 1
2025
Q1 		$36.2M Sell
96,363
-639
-0.7% -$261K 23.96% 1
2024
Q4 		$40.9M Sell
97,002
-3,537
-4% -$1.51M 27.05% 1
2024
Q3 		$43.3M Sell
100,539
-1,294
-1% -$553K 27.19% 1
2024
Q2 		$45.5M Sell
101,833
-1,746
-2% -$737K 29.56% 1
2024
Q1 		$43.6M Sell
103,579
-1,424
-1% -$576K 27.89% 1
2023
Q4 		$39.5M Sell
105,003
-1,672
-2% -$595K 27.42% 1
2023
Q3 		$33.7M Buy
106,675
+111
+0.1% +$36.7K 25.87% 1
2023
Q2 		$36.3M Sell
106,564
-8,905
-8% -$2.79M 26.74% 1
2023
Q1 		$33.3M Sell
115,469
-667
-0.6% -$170K 25.71% 1
2022
Q4 		$27.9M Sell
116,136
-735
-0.6% -$176K 22.83% 1
2022
Q3 		$27.2M Sell
116,871
-230
-0.2% -$60.7K 24.36% 1
2022
Q2 		$30.1M Buy
117,101
+173
+0.1% +$47K 25.56% 1
2022
Q1 		$36M Sell
116,928
-1,110
-0.9% -$334K 27.21% 1
2021
Q4 		$39.7M Buy
+118,038
New +$38.3M 29.27% 1

Other funds holding MSFT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Lakeside Advisors's MSFT Position: Q2 2026 in Review

Lakeside Advisors reduced its Microsoft (MSFT) stake by 1.2% in Q2 2026, selling an estimated $406K and leaving 83,634 shares worth $31.2M. The position accounts for 19.64% of the portfolio, ranked #1.

Lakeside Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $45.5M in Q2 2024. 3,620 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Lakeside Advisors held 83,634 shares of Microsoft worth $31.2M as of Q2 2026.
  • Lakeside Advisors sold 1,003 Microsoft shares in Q2 2026, an estimated $406K.
  • Microsoft made up 19.64% of Lakeside Advisors's portfolio in Q2 2026, its #1 holding.
  • Lakeside Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Lakeside Advisors's Microsoft position peaked at $45.5M in Q2 2024.
  • 3,620 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.