Lazari Capital Management’s Microsoft MSFT Stock Holding History

Lazari Capital Management’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	$6.7M	Buy	17,957 +438	+3%	+$177K	2.06%	11
2026 Q1	$6.48M	Buy	17,519 +1,153	+7%	+$482K	2.26%	10
2025 Q4	$7.91M	Sell	16,366 -73	-0.4%	-$36.6K	2.66%	8
2025 Q3	$8.51M	Sell	16,439 -129	-0.8%	-$65.8K	2.87%	8
2025 Q2	$8.24M	Sell	16,568 -1,106	-6%	-$480K	3.1%	7
2025 Q1	$6.63M	Buy	17,674 +1,596	+10%	+$651K	2.71%	7
2024 Q4	$6.78M	Buy	16,078 +285	+2%	+$121K	2.7%	8
2024 Q3	$6.8M	Buy	15,793 +706	+5%	+$302K	2.91%	8
2024 Q2	$6.74M	Buy	15,087 +778	+5%	+$329K	3.04%	7
2024 Q1	$6.02M	Sell	14,309 -195	-1%	-$78.9K	3.27%	8
2023 Q4	$5.45M	Sell	14,504 -657	-4%	-$234K	3.12%	6
2023 Q3	$4.79M	Buy	15,161 +561	+4%	+$185K	2.86%	8
2023 Q2	$4.97M	Buy	+14,600	New	+$4.58M	2.8%	6

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Lazari Capital Management's MSFT Position: Q2 2026 in Review

Lazari Capital Management increased its Microsoft (MSFT) stake by 2.5% in Q2 2026, buying an estimated $177K and bringing the position to 17,957 shares worth $6.7M. The position accounts for 2.06% of the portfolio, ranked #11.

Lazari Capital Management first reported a position in MSFT in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.51M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Lazari Capital Management held 17,957 shares of Microsoft worth $6.7M as of Q2 2026.
Lazari Capital Management bought 438 Microsoft shares in Q2 2026, an estimated $177K.
Microsoft made up 2.06% of Lazari Capital Management's portfolio in Q2 2026, its #11 holding.
Lazari Capital Management first reported a position in Microsoft in Q2 2023 and has held it in 13 quarters since.
Lazari Capital Management's Microsoft position peaked at $8.51M in Q3 2025.
3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.