LGL Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $803K | Buy |
2,154
+505
| +31% | +$204K | 0.29% | 28 |
|
|
2026
Q1 | $610K | Buy |
1,649
+1
| +0.1% | +$418 | 0.25% | 33 |
|
|
2025
Q4 | $797K | Buy |
1,648
+1
| +0.1% | +$501 | 0.34% | 26 |
|
|
2025
Q3 | $853K | Buy |
1,647
+1
| +0.1% | +$510 | 0.36% | 28 |
|
|
2025
Q2 | $857K | Sell |
1,646
-123
| -7% | -$53.4K | 0.38% | 26 |
|
|
2025
Q1 | $664K | Sell |
1,769
-3,095
| -64% | -$1.26M | 0.32% | 31 |
|
|
2024
Q4 | $2.05M | Sell |
4,864
-216
| -4% | -$92K | 0.3% | 30 |
|
|
2024
Q3 | $2.19M | Sell |
5,080
-28
| -0.5% | -$12K | 0.31% | 28 |
|
|
2024
Q2 | $2.28M | Buy |
5,108
+1,214
| +31% | +$513K | 0.33% | 27 |
|
|
2024
Q1 | $1.64M | Buy |
3,894
+210
| +6% | +$85K | 0.27% | 33 |
|
|
2023
Q4 | $1.39M | Buy |
3,684
+251
| +7% | +$89.3K | 0.19% | 38 |
|
|
2023
Q3 | $1.08M | Sell |
3,433
-33
| -1% | -$10.9K | 0.19% | 40 |
|
|
2023
Q2 | $1.18M | Sell |
3,466
-8
| -0.2% | -$2.51K | 0.2% | 38 |
|
|
2023
Q1 | $1M | Sell |
3,474
-29
| -0.8% | -$7.4K | 0.17% | 36 |
|
|
2022
Q4 | $840K | Sell |
3,503
-7,593
| -68% | -$1.82M | 0.15% | 37 |
|
|
2022
Q3 | $2.58M | Buy |
11,096
+7,724
| +229% | +$2.04M | 0.54% | 20 |
|
|
2022
Q2 | $866K | Sell |
3,372
-120
| -3% | -$32.6K | 0.14% | 35 |
|
|
2022
Q1 | $1.08M | Sell |
3,492
-2,211
| -39% | -$665K | 0.14% | 32 |
|
|
2021
Q4 | $1.92M | Buy |
5,703
+2,413
| +73% | +$782K | 0.23% | 28 |
|
|
2021
Q3 | $928K | Buy |
3,290
+165
| +5% | +$48K | 0.56% | 27 |
|
|
2021
Q2 | $847K | Buy |
3,125
+13
| +0.4% | +$3.3K | 0.51% | 31 |
|
|
2021
Q1 | $734K | Buy |
3,112
+498
| +19% | +$116K | 0.42% | 37 |
|
|
2020
Q4 | $581K | Sell |
2,614
-1,106
| -30% | -$238K | 0.34% | 41 |
|
|
2020
Q3 | $782K | Buy |
3,720
+9
| +0.2% | +$1.89K | 0.47% | 34 |
|
|
2020
Q2 | $755K | Sell |
3,711
-90
| -2% | -$16.3K | 0.47% | 34 |
|
|
2020
Q1 | $599K | Buy |
3,801
+1,375
| +57% | +$226K | 0.39% | 34 |
|
|
2019
Q4 | $383K | Buy |
2,426
+67
| +3% | +$9.84K | 0.13% | 64 |
|
|
2019
Q3 | $328K | Sell |
2,359
-875
| -27% | -$120K | 0.14% | 71 |
|
|
2019
Q2 | $433K | Sell |
3,234
-518
| -14% | -$65.8K | 0.17% | 62 |
|
|
2019
Q1 | $443K | Buy |
+3,752
| New | +$409K | 0.17% | 64 |
|
|
2017
Q3 | – | Sell |
-11,917
| Closed | -$821K | – | 77 |
|
|
2017
Q2 | $821K | Buy |
11,917
+2,394
| +25% | +$164K | 0.44% | 37 |
|
|
2017
Q1 | $627K | Sell |
9,523
-1,160
| -11% | -$74.3K | 0.32% | 40 |
|
|
2016
Q4 | $664K | Buy |
10,683
+13
| +0.1% | +$782 | 0.37% | 38 |
|
|
2016
Q3 | $613K | Sell |
10,670
-759
| -7% | -$42.8K | 0.32% | 38 |
|
|
2016
Q2 | $587K | Sell |
11,429
-72
| -0.6% | -$3.74K | 0.32% | 39 |
|
|
2016
Q1 | $635K | Sell |
11,501
-2,123
| -16% | -$111K | 0.33% | 41 |
|
|
2015
Q4 | $756K | Buy |
+13,624
| New | +$717K | 0.41% | 39 |
|
Other funds holding MSFT
LGL Partners's MSFT Position: Q2 2026 in Review
LGL Partners increased its Microsoft (MSFT) stake by 31% in Q2 2026, buying an estimated $204K and bringing the position to 2,154 shares worth $803K. The position accounts for 0.29% of the portfolio, ranked #28.
LGL Partners first reported a position in MSFT in Q4 2015 and has held it in 37 quarters since. The position peaked at $2.58M in Q3 2022. 3,057 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- LGL Partners held 2,154 shares of Microsoft worth $803K as of Q2 2026.
- LGL Partners bought 505 Microsoft shares in Q2 2026, an estimated $204K.
- Microsoft made up 0.29% of LGL Partners's portfolio in Q2 2026, its #28 holding.
- LGL Partners first reported a position in Microsoft in Q4 2015 and has held it in 37 quarters since.
- LGL Partners's Microsoft position peaked at $2.58M in Q3 2022.
- 3,057 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on LGL Partners's 13F filing for Q2 2026, filed 27 Jul 2026.