Lantern Wealth Advisors’s Microsoft MSFT Stock Holding History

Lantern Wealth 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	$2.62M	Buy	7,029 +242	+4%	+$97.9K	1.2%	22
2026 Q1	$2.51M	Buy	6,787 +66	+1%	+$27.6K	1.29%	18
2025 Q4	$3.25M	Buy	6,721 +549	+9%	+$275K	1.73%	16
2025 Q3	$3.2M	Sell	6,172 -168	-3%	-$85.7K	1.69%	15
2025 Q2	$3.15M	Buy	+6,340	New	+$2.75M	1.88%	14
2024 Q4	$2.45M	Buy	5,819 +181	+3%	+$77.1K	1.59%	17
2024 Q3	$2.43M	Buy	5,638 +13	+0.2%	+$5.56K	1.68%	16
2024 Q2	$2.51M	Sell	5,625 -636	-10%	-$269K	1.82%	17
2024 Q1	$2.63M	Buy	6,261 +47	+0.8%	+$19K	1.85%	15
2023 Q4	$2.34M	Buy	+6,214	New	+$2.21M	1.83%	16

Other funds holding MSFT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Lantern Wealth Advisors's MSFT Position: Q2 2026 in Review

Lantern Wealth Advisors increased its Microsoft (MSFT) stake by 3.6% in Q2 2026, buying an estimated $97.9K and bringing the position to 7,029 shares worth $2.62M. The position accounts for 1.2% of the portfolio, ranked #22.

Lantern Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.25M in Q4 2025. 3,335 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Lantern Wealth Advisors held 7,029 shares of Microsoft worth $2.62M as of Q2 2026.
Lantern Wealth Advisors bought 242 Microsoft shares in Q2 2026, an estimated $97.9K.
Microsoft made up 1.2% of Lantern Wealth Advisors's portfolio in Q2 2026, its #22 holding.
Lantern Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
Lantern Wealth Advisors's Microsoft position peaked at $3.25M in Q4 2025.
3,335 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.