Lavaca Capital’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.53M | Buy |
17,507
+11,009
| +169% | +$4.45M | 0.65% | 12 |
|
|
2026
Q1 | $2.41M | Sell |
6,498
-3,053
| -32% | -$1.28M | 0.43% | 27 |
|
|
2025
Q4 | $4.62M | Buy |
9,551
+712
| +8% | +$357K | 0.75% | 15 |
|
|
2025
Q3 | $4.58M | Buy |
8,839
+2,485
| +39% | +$1.27M | 0.79% | 13 |
|
|
2025
Q2 | $3.16M | Buy |
6,354
+701
| +12% | +$304K | 1.18% | 15 |
|
|
2025
Q1 | $2.12M | Sell |
5,653
-136
| -2% | -$55.4K | 0.88% | 26 |
|
|
2024
Q4 | $2.44M | Buy |
5,789
+701
| +14% | +$299K | 0.96% | 22 |
|
|
2024
Q3 | $2.19M | Sell |
5,088
-1,974
| -28% | -$844K | 0.93% | 22 |
|
|
2024
Q2 | $3.16M | Buy |
7,062
+74
| +1% | +$31.3K | 1.62% | 10 |
|
|
2024
Q1 | $2.94M | Buy |
6,988
+1,885
| +37% | +$763K | 1.72% | 10 |
|
|
2023
Q4 | $1.92M | Sell |
5,103
-20,205
| -80% | -$7.19M | 1.09% | 15 |
|
|
2023
Q3 | $7.99M | Sell |
25,308
-7,339
| -22% | -$2.43M | 2.69% | 6 |
|
|
2023
Q2 | $11.1M | Sell |
32,647
-1,387
| -4% | -$435K | 3.26% | 5 |
|
|
2023
Q1 | $9.12M | Buy |
34,034
+1,695
| +5% | +$432K | 1.91% | 7 |
|
|
2022
Q4 | $7.62M | Buy |
32,339
+10,159
| +46% | +$2.44M | 2.38% | 8 |
|
|
2022
Q3 | $5.98M | Buy |
22,180
+1,317
| +6% | +$348K | 2.15% | 10 |
|
|
2022
Q2 | $5.68M | Buy |
20,863
+5,432
| +35% | +$1.47M | 0.85% | 10 |
|
|
2022
Q1 | $4.76M | Buy |
15,431
+7,202
| +88% | +$2.17M | 0.51% | 22 |
|
|
2021
Q4 | $2.77M | Sell |
8,229
-516
| -6% | -$167K | 0.36% | 28 |
|
|
2021
Q3 | $2.46M | Sell |
8,745
-93
| -1% | -$27.1K | 0.25% | 24 |
|
|
2021
Q2 | $2.39M | Buy |
8,838
+498
| +6% | +$127K | 0.24% | 25 |
|
|
2021
Q1 | $1.97M | Sell |
8,340
-996
| -11% | -$231K | 0.17% | 33 |
|
|
2020
Q4 | $2.08M | Sell |
9,336
-208
| -2% | -$44.7K | 0.27% | 24 |
|
|
2020
Q3 | $2.01M | Sell |
9,544
-836
| -8% | -$176K | 0.32% | 27 |
|
|
2020
Q2 | $2.11M | Sell |
10,380
-1,231
| -11% | -$223K | 0.67% | 21 |
|
|
2020
Q1 | $1.83M | Buy |
11,611
+6,452
| +125% | +$1.06M | 1.77% | 19 |
|
|
2019
Q4 | $814K | Buy |
5,159
+230
| +5% | +$33.8K | 0.63% | 38 |
|
|
2019
Q3 | $685K | Buy |
4,929
+1,510
| +44% | +$208K | 0.52% | 43 |
|
|
2019
Q2 | $458K | Hold |
3,419
| – | – | 0.35% | 54 |
|
|
2019
Q1 | $403K | Buy |
+3,419
| New | +$373K | 0.34% | 43 |
|
Other funds holding MSFT
Lavaca Capital's MSFT Position: Q2 2026 in Review
Lavaca Capital increased its Microsoft (MSFT) stake by 169% in Q2 2026, buying an estimated $4.45M and bringing the position to 17,507 shares worth $6.53M. The position accounts for 0.65% of the portfolio, ranked #12.
Lavaca Capital first reported a position in MSFT in Q1 2019 and has held it in 30 quarters since. The position peaked at $11.1M in Q2 2023. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Lavaca Capital held 17,507 shares of Microsoft worth $6.53M as of Q2 2026.
- Lavaca Capital bought 11,009 Microsoft shares in Q2 2026, an estimated $4.45M.
- Microsoft made up 0.65% of Lavaca Capital's portfolio in Q2 2026, its #12 holding.
- Lavaca Capital first reported a position in Microsoft in Q1 2019 and has held it in 30 quarters since.
- Lavaca Capital's Microsoft position peaked at $11.1M in Q2 2023.
- 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.