LCM
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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
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 $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

LCM Capital Management's MSFT Position: Q1 2026 in Review

LCM Capital Management reduced its Microsoft (MSFT) stake by 3.1% in Q1 2026, selling an estimated $285K and leaving 21,085 shares worth $7.81M. The position accounts for 3.92% of the portfolio, ranked #6.

LCM Capital Management first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $11.4M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • LCM Capital Management held 21,085 shares of Microsoft worth $7.81M as of Q1 2026.
  • LCM Capital Management sold 681 Microsoft shares in Q1 2026, an estimated $285K.
  • Microsoft made up 3.92% of LCM Capital Management's portfolio in Q1 2026, its #6 holding.
  • LCM Capital Management first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • LCM Capital Management's Microsoft position peaked at $11.4M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on LCM Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.