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LeClair Wealth Partners’s Microsoft MSFT Stock Holding History

LeClair Wealth Partners’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 		$4.7M Buy
12,591
+8,266
+191% +$3.34M 2.43% 9
2026
Q1 		$1.6M Sell
4,325
-8,608
-67% -$3.6M 0.55% 25
2025
Q4 		$6.25M Hold
12,933
– – 3.63% 7
2025
Q3 		$6.7M Sell
12,933
-748
-5% -$382K 4.17% 6
2025
Q2 		$6.81M Sell
13,681
-229
-2% -$99.4K 4.62% 4
2025
Q1 		$5.22M Buy
13,910
+5
+0% +$2.04K 3.76% 6
2024
Q4 		$5.86M Buy
+13,905
New +$5.92M 3.91% 5

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

LeClair Wealth Partners's MSFT Position: Q2 2026 in Review

LeClair Wealth Partners increased its Microsoft (MSFT) stake by 191% in Q2 2026, buying an estimated $3.34M and bringing the position to 12,591 shares worth $4.7M. The position accounts for 2.43% of the portfolio, ranked #9.

LeClair Wealth Partners first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.81M in Q2 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • LeClair Wealth Partners held 12,591 shares of Microsoft worth $4.7M as of Q2 2026.
  • LeClair Wealth Partners bought 8,266 Microsoft shares in Q2 2026, an estimated $3.34M.
  • Microsoft made up 2.43% of LeClair Wealth Partners's portfolio in Q2 2026, its #9 holding.
  • LeClair Wealth Partners first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • LeClair Wealth Partners's Microsoft position peaked at $6.81M in Q2 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.