LFG Wealth Partners’s Microsoft MSFT Stock Holding History

LFG Wealth Partners’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	$10.4M	Buy	27,977 +2,337	+9%	+$946K	4.89%	5
2026 Q1	$9.49M	Buy	25,640 +5,940	+30%	+$2.49M	5.72%	2
2025 Q4	$9.53M	Buy	+19,700	New	+$9.87M	6.07%	2

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LFG Wealth Partners's MSFT Position: Q2 2026 in Review

LFG Wealth Partners increased its Microsoft (MSFT) stake by 9.1% in Q2 2026, buying an estimated $946K and bringing the position to 27,977 shares worth $10.4M. The position accounts for 4.89% of the portfolio, ranked #5.

LFG Wealth Partners first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

LFG Wealth Partners held 27,977 shares of Microsoft worth $10.4M as of Q2 2026.
LFG Wealth Partners bought 2,337 Microsoft shares in Q2 2026, an estimated $946K.
Microsoft made up 4.89% of LFG Wealth Partners's portfolio in Q2 2026, its #5 holding.
LFG Wealth Partners first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on LFG Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.