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LGL Partners’s Microsoft MSFT Stock Holding History

LGL 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
2024
Q1 		– Sell
-1,500
Closed -$564 – 108
2023
Q4 		$564 Buy
+1,500
New +$534K ﹤0.01% 103

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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.