LGT Financial Advisors’s Microsoft MSFT Stock Holding History

LGT Financial Advisors’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	$1.13M	Sell	3,024 -269	-8%	-$109K	5.97%	4
2026 Q1	$1.22M	Buy	3,293 +53	+2%	+$22.2K	6.25%	4
2025 Q4	$1.57M	Hold	3,240	–	–	9.6%	2
2025 Q3	$1.68M	Hold	3,240	–	–	3.62%	4
2025 Q2	$1.61M	Buy	3,240 +216	+7%	+$93.8K	4.09%	4
2025 Q1	$1.14M	Sell	3,024 -950	-24%	-$387K	3.47%	4
2024 Q4	$1.68M	Buy	3,974 +935	+31%	+$398K	3.71%	3
2024 Q3	$1.31M	Sell	3,039 -1,076	-26%	-$460K	3.23%	4
2024 Q2	$1.84M	Sell	4,115 -206	-5%	-$87K	3.88%	3
2024 Q1	$1.82M	Sell	4,321 -317	-7%	-$128K	2.11%	9
2023 Q4	$1.74M	Sell	4,638 -584	-11%	-$208K	2.13%	9
2023 Q3	$1.65M	Sell	5,222 -3,719	-42%	-$1.23M	2.1%	8
2023 Q2	$3.04M	Buy	8,941 +2,439	+38%	+$764K	3.24%	5
2023 Q1	$1.87M	Buy	6,502 +301	+5%	+$76.8K	3.49%	6
2022 Q4	$1.49M	Buy	+6,201	New	+$1.49M	1.75%	13

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

LGT Financial Advisors's MSFT Position: Q2 2026 in Review

LGT Financial Advisors reduced its Microsoft (MSFT) stake by 8.2% in Q2 2026, selling an estimated $109K and leaving 3,024 shares worth $1.13M. The position accounts for 5.97% of the portfolio, ranked #4.

LGT Financial Advisors first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.04M in Q2 2023. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

LGT Financial Advisors held 3,024 shares of Microsoft worth $1.13M as of Q2 2026.
LGT Financial Advisors sold 269 Microsoft shares in Q2 2026, an estimated $109K.
Microsoft made up 5.97% of LGT Financial Advisors's portfolio in Q2 2026, its #4 holding.
LGT Financial Advisors first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
LGT Financial Advisors's Microsoft position peaked at $3.04M in Q2 2023.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.