LCM
MSFT icon

LCM Capital Management’s Microsoft MSFT Stock Holding History

LCM 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 		$7.98M Buy
21,398
+313
+1% +$127K 3.47% 7
2026
Q1 		$7.81M Sell
21,085
-681
-3% -$285K 3.92% 6
2025
Q4 		$10.5M Sell
21,766
-246
-1% -$123K 5.09% 6
2025
Q3 		$11.4M Buy
22,012
+11
+0% +$5.61K 5.47% 5
2025
Q2 		$10.9M Buy
22,001
+877
+4% +$381K 5.69% 5
2025
Q1 		$7.93M Buy
21,124
+399
+2% +$163K 4.66% 5
2024
Q4 		$8.74M Buy
20,725
+197
+1% +$83.9K 4.93% 6
2024
Q3 		$8.83M Buy
20,528
+115
+0.6% +$49.2K 5.08% 5
2024
Q2 		$9.12M Buy
20,413
+313
+2% +$132K 5.69% 5
2024
Q1 		$8.46M Buy
20,100
+9
+0% +$3.64K 5.47% 4
2023
Q4 		$7.55M Sell
20,091
-72
-0.4% -$25.6K 5.46% 5
2023
Q3 		$6.37M Buy
20,163
+614
+3% +$203K 5.19% 5
2023
Q2 		$6.66M Buy
19,549
+311
+2% +$97.5K 5.4% 5
2023
Q1 		$5.55M Buy
19,238
+655
+4% +$167K 4.85% 5
2022
Q4 		$4.46M Buy
18,583
+22
+0.1% +$5.28K 4.34% 6
2022
Q3 		$4.32M Sell
18,561
-131
-0.7% -$34.6K 4.57% 5
2022
Q2 		$4.8M Sell
18,692
-193
-1% -$52.4K 4.73% 5
2022
Q1 		$5.82M Buy
18,885
+149
+0.8% +$44.8K 4.7% 5
2021
Q4 		$6.3M Buy
18,736
+521
+3% +$169K 4.88% 5
2021
Q3 		$5.13M Sell
18,215
-533
-3% -$155K 4.34% 6
2021
Q2 		$5.08M Sell
18,748
-275
-1% -$69.9K 4.22% 6
2021
Q1 		$4.49M Sell
19,023
-731
-4% -$170K 4.01% 6
2020
Q4 		$4.39M Buy
+19,754
New +$4.25M 4.18% 6

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

LCM Capital Management increased its Microsoft (MSFT) stake by 1.5% in Q2 2026, buying an estimated $127K and bringing the position to 21,398 shares worth $7.98M. The position accounts for 3.47% of the portfolio, ranked #7.

LCM Capital Management first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.4M in Q3 2025. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • LCM Capital Management held 21,398 shares of Microsoft worth $7.98M as of Q2 2026.
  • LCM Capital Management bought 313 Microsoft shares in Q2 2026, an estimated $127K.
  • Microsoft made up 3.47% of LCM Capital Management's portfolio in Q2 2026, its #7 holding.
  • LCM Capital Management first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • LCM Capital Management's Microsoft position peaked at $11.4M in Q3 2025.
  • 6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on LCM Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.