Lakeside Advisors
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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
Q3 		$42.4M Sell
82,713
-921
-1% -$426K 24.77% 1
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Lakeside Advisors's MSFT Position: Q3 2026 in Review

Lakeside Advisors reduced its Microsoft (MSFT) stake by 1.1% in Q3 2026, selling an estimated $426K and leaving 82,713 shares worth $42.4M. The position accounts for 24.77% of the portfolio, ranked #1.

Lakeside Advisors first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. The position peaked at $45.5M in Q2 2024. 4,980 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Lakeside Advisors held 82,713 shares of Microsoft worth $42.4M as of Q3 2026.
  • Lakeside Advisors sold 921 Microsoft shares in Q3 2026, an estimated $426K.
  • Microsoft made up 24.77% of Lakeside Advisors's portfolio in Q3 2026, its #1 holding.
  • Lakeside Advisors first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • Lakeside Advisors's Microsoft position peaked at $45.5M in Q2 2024.
  • 4,980 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.