Lauer Wealth
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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
Q3 		$993K Sell
1,900
-2,264
-54% -$1.05M 0.62% 24
2026
Q2 		$1.6M Buy
+4,164
New +$1.68M 0.96% 21

Other funds holding MSFT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Lauer Wealth's MSFT Position: Q3 2026 in Review

Lauer Wealth opened a new position in Microsoft (MSFT) in Q3 2026: 1,564 shares worth $817K. The stake represents 0.51% of the portfolio and ranks #28 among its holdings. This is a return to the name: Lauer Wealth previously reported a position in MSFT as recently as Q1 2026.

Lauer Wealth first reported a position in MSFT in Q2 2024 and has held it in 9 quarters since. The position peaked at $915K in Q1 2025. 3,539 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Lauer Wealth held 1,564 shares of Microsoft worth $817K as of Q3 2026.
  • Microsoft was a new Lauer Wealth position in Q3 2026.
  • Microsoft made up 0.51% of Lauer Wealth's portfolio in Q3 2026, its #28 holding.
  • Lauer Wealth first reported a position in Microsoft in Q2 2024 and has held it in 9 quarters since.
  • Lauer Wealth's Microsoft position peaked at $915K in Q1 2025.
  • 3,539 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.