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Lavaca Capital’s Microsoft MSFT Stock Holding History

Lavaca Capital’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
2025
Q4 		– Sell
-2,000
Closed -$1.04M – 294
2025
Q3 		$1.04M Buy
+2,000
New +$1.02M 0.18% 43

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

Lavaca Capital's MSFT Position: Q1 2026 in Review

Lavaca Capital reduced its Microsoft (MSFT) stake by 32% in Q1 2026, selling an estimated $1.28M and leaving 6,498 shares worth $2.41M. The position accounts for 0.43% of the portfolio, ranked #27.

Lavaca Capital first reported a position in MSFT in Q1 2019 and has held it in 29 quarters since. The position peaked at $11.1M in Q2 2023. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Lavaca Capital held 6,498 shares of Microsoft worth $2.41M as of Q1 2026.
  • Lavaca Capital sold 3,053 Microsoft shares in Q1 2026, an estimated $1.28M.
  • Microsoft made up 0.43% of Lavaca Capital's portfolio in Q1 2026, its #27 holding.
  • Lavaca Capital first reported a position in Microsoft in Q1 2019 and has held it in 29 quarters since.
  • Lavaca Capital's Microsoft position peaked at $11.1M in Q2 2023.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.