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LaSalle St. Investment Advisors’s Microsoft MSFT Stock Holding History

LaSalle St. Investment 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
Q1 		$7.88M Buy
21,291
+5,744
+37% +$2.4M 1.11% 21
2025
Q4 		$7.52M Buy
15,547
+282
+2% +$141K 1.21% 19
2025
Q3 		$7.91M Buy
15,265
+2,015
+15% +$1.03M 1.42% 13
2025
Q2 		$6.59M Sell
13,250
-1,896
-13% -$823K 1.81% 10
2025
Q1 		$5.68M Buy
15,146
+3,327
+28% +$1.36M 1.34% 14
2024
Q4 		$4.98M Buy
11,819
+3,955
+50% +$1.68M 1.54% 10
2024
Q3 		$3.38M Buy
7,864
+2,649
+51% +$1.13M 1.33% 12
2024
Q2 		$2.33M Buy
5,215
+1,814
+53% +$766K 1.16% 14
2024
Q1 		$1.3M Buy
3,401
+24
+0.7% +$9.72K 0.73% 24
2023
Q4 		$12.7M Buy
3,377
+303
+10% +$108K 0.85% 21
2023
Q3 		$970K Buy
3,074
+1,105
+56% +$365K 0.47% 30
2023
Q2 		$670K Sell
1,969
-2,014
-51% -$631K 0.3% 44
2023
Q1 		$1.15M Buy
3,983
+2,025
+103% +$517K 0.51% 35
2022
Q4 		$469K Buy
+1,958
New +$470K 0.22% 53

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

LaSalle St. Investment Advisors's MSFT Position: Q1 2026 in Review

LaSalle St. Investment Advisors increased its Microsoft (MSFT) stake by 37% in Q1 2026, buying an estimated $2.4M and bringing the position to 21,291 shares worth $7.88M. The position accounts for 1.11% of the portfolio, ranked #21.

LaSalle St. Investment Advisors first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.7M in Q4 2023. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • LaSalle St. Investment Advisors held 21,291 shares of Microsoft worth $7.88M as of Q1 2026.
  • LaSalle St. Investment Advisors bought 5,744 Microsoft shares in Q1 2026, an estimated $2.4M.
  • Microsoft made up 1.11% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #21 holding.
  • LaSalle St. Investment Advisors first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • LaSalle St. Investment Advisors's Microsoft position peaked at $12.7M in Q4 2023.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.