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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lakewood Capital Management's MSFT Position: Q1 2026 in Review

Lakewood Capital Management opened a new position in Microsoft (MSFT) in Q1 2026: 96,534 shares worth $35.7M. The stake represents 2.26% of the portfolio and ranks #16 among its holdings. This is a return to the name: Lakewood Capital Management previously reported a position in MSFT as recently as Q1 2015.

Lakewood Capital Management first reported a position in MSFT in Q2 2013 and has held it in 3 quarters since. The position peaked at $62.4M in Q2 2013. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Lakewood Capital Management held 96,534 shares of Microsoft worth $35.7M as of Q1 2026.
  • Microsoft was a new Lakewood Capital Management position in Q1 2026.
  • Microsoft made up 2.26% of Lakewood Capital Management's portfolio in Q1 2026, its #16 holding.
  • Lakewood Capital Management first reported a position in Microsoft in Q2 2013 and has held it in 3 quarters since.
  • Lakewood Capital Management's Microsoft position peaked at $62.4M in Q2 2013.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Lakewood Capital Management's 13F filing for Q1 2026, filed 15 May 2026.