LeConte Wealth Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$4.92M Buy
9,588
+1,421
+17% +$657K 2.63% 8
2026
Q2
$3.05M Buy
8,167
+252
+3% +$102K 1.66% 14
2026
Q1
$2.93M Sell
7,915
-1,443
-15% -$604K 1.89% 13
2025
Q4
$4.53M Buy
9,358
+744
+9% +$373K 2.96% 10
2025
Q3
$4.46M Buy
8,614
+1,162
+16% +$593K 2.98% 9
2025
Q2
$3.71M Buy
7,452
+2,290
+44% +$994K 2.51% 11
2025
Q1
$1.94M Buy
+5,162
New +$2.1M 1.23% 14

Other funds holding MSFT

LeConte Wealth Management's MSFT Position: Q3 2026 in Review

LeConte Wealth Management increased its Microsoft (MSFT) stake by 17% in Q3 2026, buying an estimated $657K and bringing the position to 9,588 shares worth $4.92M. The position accounts for 2.63% of the portfolio, ranked #8.

LeConte Wealth Management first reported a position in MSFT in Q1 2025 and has held it in 7 quarters since. 2,339 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • LeConte Wealth Management held 9,588 shares of Microsoft worth $4.92M as of Q3 2026.
  • LeConte Wealth Management bought 1,421 Microsoft shares in Q3 2026, an estimated $657K.
  • Microsoft made up 2.63% of LeConte Wealth Management's portfolio in Q3 2026, its #8 holding.
  • LeConte Wealth Management first reported a position in Microsoft in Q1 2025 and has held it in 7 quarters since.
  • 2,339 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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