LCM Capital Management
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
Q3 		$10.9M Sell
21,221
-177
-0.8% -$81.9K 4.62% 6
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 		$5.14M 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 		$4.48M 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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

LCM Capital Management's MSFT Position: Q3 2026 in Review

LCM Capital Management reduced its Microsoft (MSFT) stake by 0.83% in Q3 2026, selling an estimated $81.9K and leaving 21,221 shares worth $10.9M. The position accounts for 4.62% of the portfolio, ranked #6.

LCM Capital Management first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. The position peaked at $11.4M in Q3 2025. 2,898 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • LCM Capital Management held 21,221 shares of Microsoft worth $10.9M as of Q3 2026.
  • LCM Capital Management sold 177 Microsoft shares in Q3 2026, an estimated $81.9K.
  • Microsoft made up 4.62% of LCM Capital Management's portfolio in Q3 2026, its #6 holding.
  • LCM Capital Management first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • LCM Capital Management's Microsoft position peaked at $11.4M in Q3 2025.
  • 2,898 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on LCM Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.