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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
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

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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