LBJ Family Wealth Advisors’s Microsoft MSFT Stock Holding History

LBJ Family Wealth Advisors’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	$417K	Hold	1,132	–	–	0.21%	24
2026 Q1	$406K	Hold	1,132	–	–	0.24%	24
2025 Q4	$547K	Sell	1,132 -204	-15%	-$102K	0.3%	21
2025 Q3	$692K	Buy	1,336 +1	+0.1%	+$510	0.38%	21
2025 Q2	$664K	Buy	1,335 +1	+0.1%	+$434	0.39%	21
2025 Q1	$501K	Hold	1,334	–	–	0.32%	22
2024 Q4	$562K	Sell	1,334 -13	-1%	-$5.54K	0.34%	22
2024 Q3	$580K	Buy	1,347 +1	+0.1%	+$427	0.34%	22
2024 Q2	$602K	Buy	+1,346	New	+$568K	0.38%	22

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

LBJ Family Wealth Advisors's MSFT Position: Q2 2026 in Review

LBJ Family Wealth Advisors held its Microsoft (MSFT) position steady in Q2 2026 at 1,132 shares worth $417K. The position accounts for 0.21% of the portfolio, ranked #24.

LBJ Family Wealth Advisors first reported a position in MSFT in Q2 2024 and has held it in 9 quarters since. The position peaked at $692K in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

LBJ Family Wealth Advisors held 1,132 shares of Microsoft worth $417K as of Q2 2026.
LBJ Family Wealth Advisors left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.21% of LBJ Family Wealth Advisors's portfolio in Q2 2026, its #24 holding.
LBJ Family Wealth Advisors first reported a position in Microsoft in Q2 2024 and has held it in 9 quarters since.
LBJ Family Wealth Advisors's Microsoft position peaked at $692K in Q3 2025.
3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on LBJ Family Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.