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Lauterbach Financial Advisors’s Microsoft MSFT Stock Holding History

Lauterbach Financial 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 		$991K Hold
2,655
– – 0.43% 31
2026
Q1 		$983K Hold
2,655
– – 0.48% 28
2025
Q4 		$1.28M Buy
2,655
+403
+18% +$202K 0.63% 23
2025
Q3 		$1.17M Sell
2,252
-70
-3% -$35.7K 0.59% 24
2025
Q2 		$1.16M Sell
2,322
-315
-12% -$137K 0.64% 23
2025
Q1 		$990K Sell
2,637
-113
-4% -$46.1K 0.62% 24
2024
Q4 		$1.16M Buy
2,750
+71
+3% +$30.2K 0.7% 23
2024
Q3 		$1.15M Sell
2,679
-343
-11% -$147K 0.7% 22
2024
Q2 		$1.23M Buy
3,022
+7
+0.2% +$2.96K 0.81% 19
2024
Q1 		$1.27M Buy
3,015
+125
+4% +$50.6K 0.83% 19
2023
Q4 		$1.09M Hold
2,890
– – 0.76% 18
2023
Q3 		$913K Hold
2,890
– – 0.72% 16
2023
Q2 		$984K Hold
2,890
– – 0.75% 15
2023
Q1 		$833K Hold
2,890
– – 0.67% 20
2022
Q4 		$693K Sell
2,890
-141
-5% -$33.8K 0.62% 21
2022
Q3 		$706K Buy
3,031
+141
+5% +$37.2K 0.72% 19
2022
Q2 		$742K Hold
2,890
– – 0.7% 18
2022
Q1 		$891K Hold
2,890
– – 0.81% 15
2021
Q4 		$972K Buy
+2,890
New +$937K 0.86% 15

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Lauterbach Financial Advisors's MSFT Position: Q2 2026 in Review

Lauterbach Financial Advisors held its Microsoft (MSFT) position steady in Q2 2026 at 2,655 shares worth $991K. The position accounts for 0.43% of the portfolio, ranked #31.

Lauterbach Financial Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.28M in Q4 2025. 3,039 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Lauterbach Financial Advisors held 2,655 shares of Microsoft worth $991K as of Q2 2026.
  • Lauterbach Financial Advisors left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 0.43% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #31 holding.
  • Lauterbach Financial Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Lauterbach Financial Advisors's Microsoft position peaked at $1.28M in Q4 2025.
  • 3,039 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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