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
2023 Q1	–	Sell	-3,500	Closed	-$812K	–	181
2022 Q4	$812K	Buy	3,500 +1,100	+46%	+$264K	0.25%	83
2022 Q3	$559K	Sell	2,400 -900	-27%	-$238K	0.2%	95
2022 Q2	$848K	Buy	3,300 +900	+38%	+$244K	0.13%	96
2022 Q1	$675K	Buy	+2,400	New	+$722K	0.07%	135
2019 Q1	–	Sell	-3,519	Closed	-$357K	–	402
2018 Q4	$357K	Buy	+3,519	New	+$377K	0.36%	40

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.