Lakewood Capital Management’s Microsoft MSFT Stock Holding History

Lakewood Capital 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	$37.9M	Buy	101,534 +5,000	+5%	+$2.02M	1.95%	19
2026 Q1	$35.7M	Buy	+96,534	New	+$40.4M	2.26%	16
2015 Q2	–	Sell	-45,000	Closed	-$1.83M	–	51
2015 Q1	$1.83M	Buy	+45,000	New	+$1.96M	0.09%	39
2013 Q3	–	Sell	-1,807,074	Closed	-$62.4M	–	55
2013 Q2	$62.4M	Buy	+1,807,074	New	+$59.2M	4.26%	5

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

Lakewood Capital Management's MSFT Position: Q2 2026 in Review

Lakewood Capital Management increased its Microsoft (MSFT) stake by 5.2% in Q2 2026, buying an estimated $2.02M and bringing the position to 101,534 shares worth $37.9M. The position accounts for 1.95% of the portfolio, ranked #19.

Lakewood Capital Management first reported a position in MSFT in Q2 2013 and has held it in 4 quarters since. The position peaked at $62.4M in Q2 2013. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Lakewood Capital Management held 101,534 shares of Microsoft worth $37.9M as of Q2 2026.
Lakewood Capital Management bought 5,000 Microsoft shares in Q2 2026, an estimated $2.02M.
Microsoft made up 1.95% of Lakewood Capital Management's portfolio in Q2 2026, its #19 holding.
Lakewood Capital Management first reported a position in Microsoft in Q2 2013 and has held it in 4 quarters since.
Lakewood Capital Management's Microsoft position peaked at $62.4M in Q2 2013.
6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Lakewood Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.