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Lebenthal Global Advisors’s Microsoft MSFT Stock Holding History

Lebenthal Global 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 		$37K Buy
+100
New +$41.8K 0.01% 192
2025
Q2 		– Sell
-200
Closed -$75.1K – 199
2025
Q1 		$75.1K Buy
+200
New +$81.5K 0.01% 174

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

Lebenthal Global Advisors's MSFT Position: Q1 2026 in Review

Lebenthal Global Advisors increased its Microsoft (MSFT) stake by 24% in Q1 2026, buying an estimated $1.01M and bringing the position to 12,454 shares worth $4.61M. The position accounts for 0.67% of the portfolio, ranked #30.

Lebenthal Global Advisors first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.85M in Q4 2025. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Lebenthal Global Advisors held 12,454 shares of Microsoft worth $4.61M as of Q1 2026.
  • Lebenthal Global Advisors bought 2,420 Microsoft shares in Q1 2026, an estimated $1.01M.
  • Microsoft made up 0.67% of Lebenthal Global Advisors's portfolio in Q1 2026, its #30 holding.
  • Lebenthal Global Advisors first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Lebenthal Global Advisors's Microsoft position peaked at $4.85M in Q4 2025.
  • 6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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