Lauer Wealth’s Microsoft MSFT Stock Holding History

Lauer Wealth’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	–	Sell	-1,002	Closed	-$405K	–	83
2026 Q1	$375K	Buy	1,002 +212	+27%	+$88.7K	0.3%	36
2025 Q4	$378K	Sell	790 -615	-44%	-$308K	0.28%	38
2025 Q3	$721K	Sell	1,405 -100	-7%	-$51K	0.52%	28
2025 Q2	$785K	Sell	1,505 -817	-35%	-$355K	0.65%	19
2025 Q1	$915K	Buy	2,322 +441	+23%	+$180K	0.7%	18
2024 Q4	$793K	Buy	1,881 +300	+19%	+$128K	0.53%	20
2024 Q3	$671K	Buy	1,581 +1,004	+174%	+$429K	0.52%	20
2024 Q2	$262K	Buy	+577	New	+$244K	0.21%	34

Other funds holding MSFT

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Lauer Wealth's MSFT Position: Q2 2026 in Review

Lauer Wealth sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 1,002 shares — an estimated $405K sold.

Lauer Wealth first reported a position in MSFT in Q2 2024 and held it in 8 quarters. The position peaked at $915K in Q1 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Lauer Wealth reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
Lauer Wealth sold 1,002 Microsoft shares in Q2 2026, an estimated $405K.
Lauer Wealth first reported a position in Microsoft in Q2 2024 and held it in 8 quarters.
Lauer Wealth's Microsoft position peaked at $915K in Q1 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.