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Lee-Kelleher Wealth Management’s Microsoft MSFT Stock Holding History

Lee-Kelleher Wealth 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
Q3 		$329K Hold
642
– – 0.17% 35
2026
Q2 		$239K Buy
+642
New +$260K 0.13% 41
2026
Q1 		– Sell
-516
Closed -$250K – 44
2025
Q4 		$250K Hold
516
– – 0.15% 36
2025
Q3 		$267K Sell
516
-6
-1% -$3.06K 0.16% 34
2025
Q2 		$260K Buy
+522
New +$227K 0.17% 34
2025
Q1 		– Sell
-516
Closed -$217K – 37
2024
Q4 		$217K Buy
+516
New +$220K 0.15% 38

Other funds holding MSFT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Lee-Kelleher Wealth Management's MSFT Position: Q3 2026 in Review

Lee-Kelleher Wealth Management held its Microsoft (MSFT) position steady in Q3 2026 at 642 shares worth $329K. The position accounts for 0.17% of the portfolio, ranked #35.

Lee-Kelleher Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. 808 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Lee-Kelleher Wealth Management held 642 shares of Microsoft worth $329K as of Q3 2026.
  • Lee-Kelleher Wealth Management left its Microsoft share count unchanged in Q3 2026.
  • Microsoft made up 0.17% of Lee-Kelleher Wealth Management's portfolio in Q3 2026, its #35 holding.
  • Lee-Kelleher Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • 808 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.