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Lederer & Associates Investment Counsel’s Microsoft MSFT Stock Holding History

Lederer & Associates Investment Counsel’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 		$8.49M Buy
22,759
+189
+0.8% +$76.5K 5.59% 3
2026
Q1 		$8.36M Buy
22,570
+22
+0.1% +$9.21K 5.92% 2
2025
Q4 		$10.9M Sell
22,548
-1,146
-5% -$574K 7.32% 2
2025
Q3 		$12.3M Sell
23,694
-902
-4% -$460K 7.97% 2
2025
Q2 		$12.2M Sell
24,596
-1,305
-5% -$567K 8.09% 1
2025
Q1 		$9.72M Buy
25,901
+357
+1% +$146K 7.12% 2
2024
Q4 		$10.8M Sell
25,544
-574
-2% -$244K 7.52% 2
2024
Q3 		$11.2M Sell
26,118
-264
-1% -$113K 7.91% 2
2024
Q2 		$11.8M Sell
26,382
-1,051
-4% -$444K 8.53% 2
2024
Q1 		$11.5M Sell
27,433
-440
-2% -$178K 8.02% 1
2023
Q4 		$10.5M Sell
27,873
-1,245
-4% -$443K 7.76% 2
2023
Q3 		$9.19M Sell
29,118
-971
-3% -$321K 7.31% 2
2023
Q2 		$10.2M Sell
30,089
-808
-3% -$253K 7.73% 2
2023
Q1 		$8.91M Buy
30,897
+63
+0.2% +$16.1K 6.87% 2
2022
Q4 		$7.39M Sell
30,834
-1,034
-3% -$248K 6.04% 2
2022
Q3 		$7.42M Sell
31,868
-513
-2% -$135K 6.27% 2
2022
Q2 		$8.32M Sell
32,381
-1,535
-5% -$417K 6.41% 2
2022
Q1 		$10.5M Sell
33,916
-90
-0.3% -$27.1K 6.4% 2
2021
Q4 		$11.4M Sell
34,006
-235
-0.7% -$76.2K 6.63% 2
2021
Q3 		$9.65M Sell
34,241
-825
-2% -$240K 6.23% 2
2021
Q2 		$9.5M Buy
35,066
+472
+1% +$120K 6.32% 2
2021
Q1 		$8.16M Sell
34,594
-824
-2% -$191K 5.75% 2
2020
Q4 		$7.88M Sell
35,418
-1,206
-3% -$259K 6.04% 2
2020
Q3 		$7.7M Buy
36,624
+17,554
+92% +$3.69M 6.41% 2
2020
Q2 		$3.88M Sell
19,070
-5
-0% -$908 3.63% 2
2020
Q1 		$3.01M Sell
19,075
-1,270
-6% -$209K 3.4% 2
2019
Q4 		$3.21M Sell
20,345
-4,885
-19% -$718K 2.79% 3
2019
Q3 		$3.51M Sell
25,230
-45
-0.2% -$6.19K 3.35% 2
2019
Q2 		$3.39M Sell
25,275
-780
-3% -$99K 3.11% 2
2019
Q1 		$3.07M Sell
26,055
-5,274
-17% -$575K 2.86% 2
2018
Q4 		$3.18M Sell
31,329
-265
-0.8% -$28.4K 3.4% 2
2018
Q3 		$3.61M Buy
31,594
+60
+0.2% +$6.5K 3.05% 2
2018
Q2 		$3.11M Sell
31,534
-4,005
-11% -$388K 2.81% 3
2018
Q1 		$3.24M Sell
35,539
-3,426
-9% -$313K 2.93% 2
2017
Q4 		$3.33M Sell
38,965
-1,305
-3% -$107K 2.99% 4
2017
Q3 		$3M Buy
40,270
+380
+1% +$27.8K 2.86% 4
2017
Q2 		$2.75M Buy
39,890
+1,030
+3% +$70.7K 2.65% 3
2017
Q1 		$2.56M Buy
38,860
+185
+0.5% +$11.9K 2.4% 5
2016
Q4 		$2.4M Buy
+38,675
New +$2.33M 2.38% 4
2015
Q3 		$1.7M Buy
38,330
+50
+0.1% +$2.25K 1.89% 20
2015
Q2 		$1.69M Sell
38,280
-9,805
-20% -$447K 1.73% 29
2015
Q1 		$1.96M Buy
48,085
+12,570
+35% +$547K 1.91% 17
2014
Q4 		$1.65M Buy
+35,515
New +$1.67M 1.64% 37

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Lederer & Associates Investment Counsel's MSFT Position: Q2 2026 in Review

Lederer & Associates Investment Counsel increased its Microsoft (MSFT) stake by 0.84% in Q2 2026, buying an estimated $76.5K and bringing the position to 22,759 shares worth $8.49M. The position accounts for 5.59% of the portfolio, ranked #3.

Lederer & Associates Investment Counsel first reported a position in MSFT in Q4 2014 and has held it in 43 quarters since. The position peaked at $12.3M in Q3 2025. 2,762 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Lederer & Associates Investment Counsel held 22,759 shares of Microsoft worth $8.49M as of Q2 2026.
  • Lederer & Associates Investment Counsel bought 189 Microsoft shares in Q2 2026, an estimated $76.5K.
  • Microsoft made up 5.59% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #3 holding.
  • Lederer & Associates Investment Counsel first reported a position in Microsoft in Q4 2014 and has held it in 43 quarters since.
  • Lederer & Associates Investment Counsel's Microsoft position peaked at $12.3M in Q3 2025.
  • 2,762 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.