Left Brain Wealth Management
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Left Brain Wealth Management’s Microsoft MSFT Stock Holding History

Left Brain 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 		$1.91M Buy
+3,730
New +$1.72M 0.6% 37
2026
Q1 		– Sell
-12,045
Closed -$5.83M – 91
2025
Q4 		$5.83M Sell
12,045
-186
-2% -$93.2K 2.02% 17
2025
Q3 		$6.34M Buy
12,231
+76
+0.6% +$38.8K 1.99% 16
2025
Q2 		$6.05M Buy
12,155
+220
+2% +$95.5K 2.13% 18
2025
Q1 		$4.48M Sell
11,935
-48
-0.4% -$19.6K 1.96% 19
2024
Q4 		$5.05M Buy
11,983
+164
+1% +$69.9K 1.91% 17
2024
Q3 		$5.09M Buy
11,819
+318
+3% +$136K 2.37% 10
2024
Q2 		$5.14M Buy
11,501
+251
+2% +$106K 2.4% 12
2024
Q1 		$4.73M Buy
11,250
+465
+4% +$188K 2.29% 13
2023
Q4 		$4.06M Buy
10,785
+265
+3% +$94.3K 2.34% 12
2023
Q3 		$3.32M Buy
10,520
+369
+4% +$122K 2.07% 14
2023
Q2 		$3.46M Buy
10,151
+1,725
+20% +$541K 2.11% 15
2023
Q1 		$2.59M Buy
8,426
+335
+4% +$85.5K 1.76% 20
2022
Q4 		$1.94M Buy
+8,091
New +$1.94M 1.45% 24

Other funds holding MSFT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Left Brain Wealth Management's MSFT Position: Q3 2026 in Review

Left Brain Wealth Management opened a new position in Microsoft (MSFT) in Q3 2026: 3,730 shares worth $1.91M. The stake represents 0.6% of the portfolio and ranks #37 among its holdings. This is a return to the name: Left Brain Wealth Management previously reported a position in MSFT as recently as Q4 2025.

Left Brain Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.34M in Q3 2025. 4,168 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Left Brain Wealth Management held 3,730 shares of Microsoft worth $1.91M as of Q3 2026.
  • Microsoft was a new Left Brain Wealth Management position in Q3 2026.
  • Microsoft made up 0.6% of Left Brain Wealth Management's portfolio in Q3 2026, its #37 holding.
  • Left Brain Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Left Brain Wealth Management's Microsoft position peaked at $6.34M in Q3 2025.
  • 4,168 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Left Brain Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.