Lane & Associates’s Microsoft MSFT Stock Holding History

Lane & Associates’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
2025 Q1	$4.66M	Sell	12,420 -54	-0.4%	-$22K	2.51%	11
2024 Q4	$5.18M	Sell	12,474 -957	-7%	-$408K	2.68%	7
2024 Q3	$5.78M	Sell	13,431 -1,268	-9%	-$542K	3.15%	7
2024 Q2	$6.57M	Buy	14,699 +6,539	+80%	+$2.76M	3.87%	4
2024 Q1	$3.43M	Sell	8,160 -40	-0.5%	-$16.2K	2.16%	11
2023 Q4	$3.08M	Sell	8,200 -44	-0.5%	-$15.7K	2.24%	11
2023 Q3	$2.6M	Buy	8,244 +376	+5%	+$124K	2.09%	11
2023 Q2	$2.68M	Buy	7,868 +28	+0.4%	+$8.78K	2.13%	10
2023 Q1	$2.26M	Sell	7,840 -312	-4%	-$79.6K	2.02%	11
2022 Q4	$1.95M	Buy	+8,152	New	+$1.96M	1.85%	12

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lane & Associates's MSFT Position: Q1 2025 in Review

Lane & Associates reduced its Microsoft (MSFT) stake by 0.43% in Q1 2025, selling an estimated $22K and leaving 12,420 shares worth $4.66M. The position accounts for 2.51% of the portfolio, ranked #11.

Lane & Associates first reported a position in MSFT in Q4 2022 and has held it in 10 quarters since. The position peaked at $6.57M in Q2 2024. 5,765 funds tracked by Wall St. Rank hold MSFT as of Q1 2025.

Lane & Associates held 12,420 shares of Microsoft worth $4.66M as of Q1 2025.
Lane & Associates sold 54 Microsoft shares in Q1 2025, an estimated $22K.
Microsoft made up 2.51% of Lane & Associates's portfolio in Q1 2025, its #11 holding.
Lane & Associates first reported a position in Microsoft in Q4 2022 and has held it in 10 quarters since.
Lane & Associates's Microsoft position peaked at $6.57M in Q2 2024.
5,765 funds tracked by Wall St. Rank held Microsoft as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.