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LBMC Investment Advisors’s Microsoft MSFT Stock Holding History

LBMC Investment 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
Q1 		$6.4M Buy
17,303
+312
+2% +$131K 0.39% 38
2025
Q4 		$8.22M Buy
16,991
+57
+0.3% +$28.6K 0.51% 32
2025
Q3 		$8.77M Buy
16,934
+1,360
+9% +$694K 0.56% 29
2025
Q2 		$7.75M Sell
15,574
-433
-3% -$188K 0.55% 29
2025
Q1 		$6.01M Buy
16,007
+853
+6% +$348K 0.47% 34
2024
Q4 		$6.39M Buy
15,154
+23
+0.2% +$9.8K 0.5% 32
2024
Q3 		$6.51M Buy
15,131
+20
+0.1% +$8.55K 0.51% 28
2024
Q2 		$6.75M Buy
15,111
+2,282
+18% +$964K 0.59% 24
2024
Q1 		$5.4M Buy
12,829
+584
+5% +$236K 0.47% 27
2023
Q4 		$4.6M Sell
12,245
-4
-0% -$1.42K 0.44% 28
2023
Q3 		$3.84M Sell
12,249
-645
-5% -$213K 0.41% 30
2023
Q2 		$4.39M Sell
12,894
-193
-1% -$60.5K 0.43% 27
2023
Q1 		$3.77M Buy
13,087
+410
+3% +$105K 0.38% 29
2022
Q4 		$3.04M Sell
12,677
-388
-3% -$93.1K 0.32% 32
2022
Q3 		$3.04M Sell
13,065
-143
-1% -$37.8K 0.35% 28
2022
Q2 		$3.39M Sell
13,208
-86
-0.6% -$23.3K 0.37% 28
2022
Q1 		$4.1M Buy
13,294
+228
+2% +$68.6K 0.36% 28
2021
Q4 		$4.39M Buy
13,066
+3,987
+44% +$1.29M 0.38% 29
2021
Q3 		$3.66K Sell
9,079
-3,110
-26% -$905K 0.34% 30
2021
Q2 		$3.3M Buy
12,189
+1,612
+15% +$410K 0.31% 31
2021
Q1 		$2.49M Buy
10,577
+35
+0.3% +$8.12K 0.26% 35
2020
Q4 		$2.35M Sell
10,542
-62
-0.6% -$13.3K 0.28% 34
2020
Q3 		$2.23M Buy
10,604
+646
+6% +$136K 0.31% 32
2020
Q2 		$2.03M Buy
9,958
+178
+2% +$32.3K 0.32% 27
2020
Q1 		$1.54M Buy
9,780
+1,590
+19% +$261K 0.29% 27
2019
Q4 		$1.29M Buy
8,190
+10
+0.1% +$1.47K 0.18% 33
2019
Q3 		$1.14M Sell
8,180
-389
-5% -$53.5K 0.17% 34
2019
Q2 		$1.15M Buy
8,569
+1,347
+19% +$171K 0.17% 35
2019
Q1 		$852K Sell
7,222
-1,408
-16% -$154K 0.14% 37
2018
Q4 		$877K Buy
8,630
+1,346
+18% +$144K 0.16% 35
2018
Q3 		$833K Sell
7,284
-132
-2% -$14.3K 0.13% 38
2018
Q2 		$731K Buy
7,416
+873
+13% +$84.6K 0.12% 42
2018
Q1 		$597K Sell
6,543
-82
-1% -$7.5K 0.1% 46
2017
Q4 		$567K Sell
6,625
-61
-0.9% -$5K 0.09% 51
2017
Q3 		$498K Buy
6,686
+1,383
+26% +$101K 0.09% 50
2017
Q2 		$366K Buy
5,303
+182
+4% +$12.5K 0.06% 59
2017
Q1 		$337K Buy
5,121
+1,259
+33% +$80.7K 0.06% 63
2016
Q4 		$240K Sell
3,862
-37
-0.9% -$2.23K 0.04% 68
2016
Q3 		$225K Sell
3,899
-2,127
-35% -$120K 0.04% 71
2016
Q2 		$308K Buy
6,026
+550
+10% +$28.6K 0.06% 58
2016
Q1 		$302K Buy
+5,476
New +$287K 0.06% 61

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

LBMC Investment Advisors's MSFT Position: Q1 2026 in Review

LBMC Investment Advisors increased its Microsoft (MSFT) stake by 1.8% in Q1 2026, buying an estimated $131K and bringing the position to 17,303 shares worth $6.4M. The position accounts for 0.39% of the portfolio, ranked #38.

LBMC Investment Advisors first reported a position in MSFT in Q1 2016 and has held it in 41 quarters since. The position peaked at $8.77M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • LBMC Investment Advisors held 17,303 shares of Microsoft worth $6.4M as of Q1 2026.
  • LBMC Investment Advisors bought 312 Microsoft shares in Q1 2026, an estimated $131K.
  • Microsoft made up 0.39% of LBMC Investment Advisors's portfolio in Q1 2026, its #38 holding.
  • LBMC Investment Advisors first reported a position in Microsoft in Q1 2016 and has held it in 41 quarters since.
  • LBMC Investment Advisors's Microsoft position peaked at $8.77M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.