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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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. 6,237 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.
6,237 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.