LWL
MSFT icon

Leo Wealth LLC’s Microsoft MSFT Stock Holding History

Leo Wealth LLC’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
Q1 		$15.5M Buy
41,752
+1,393
+3% +$583K 1.12% 18
2025
Q4 		$19.5M Buy
40,359
+23,788
+144% +$11.9M 1.42% 17
2025
Q3 		$8.58M Sell
16,571
-24,155
-59% -$12.3M 1.11% 17
2025
Q2 		$20.2M Buy
40,726
+23,996
+143% +$10.4M 1.57% 16
2025
Q1 		$6.28M Sell
16,730
-26,469
-61% -$10.8M 0.9% 23
2024
Q4 		$18.1M Buy
43,199
+332
+0.8% +$141K 1.62% 13
2024
Q3 		$18.4M Buy
42,867
+7,317
+21% +$3.13M 1.69% 15
2024
Q2 		$16.1M Buy
35,550
+551
+2% +$233K 1.64% 14
2024
Q1 		$14.8M Buy
34,999
+1,414
+4% +$572K 1.51% 13
2023
Q4 		$13.1M Buy
+33,585
New +$12M 1.36% 13

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Leo Wealth LLC's MSFT Position: Q1 2026 in Review

Leo Wealth LLC increased its Microsoft (MSFT) stake by 3.5% in Q1 2026, buying an estimated $583K and bringing the position to 41,752 shares worth $15.5M. The position accounts for 1.12% of the portfolio, ranked #18.

Leo Wealth LLC first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $20.2M in Q2 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Leo Wealth LLC held 41,752 shares of Microsoft worth $15.5M as of Q1 2026.
  • Leo Wealth LLC bought 1,393 Microsoft shares in Q1 2026, an estimated $583K.
  • Microsoft made up 1.12% of Leo Wealth LLC's portfolio in Q1 2026, its #18 holding.
  • Leo Wealth LLC first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Leo Wealth LLC's Microsoft position peaked at $20.2M in Q2 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.