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LGT Group Foundation’s Microsoft MSFT Stock Holding History

LGT Group Foundation’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 		$538M Sell
1,454,074
-71,214
-5% -$29.8M 6.57% 1
2025
Q4 		$744M Sell
1,525,288
-2,083
-0.1% -$1.04M 8.1% 1
2025
Q3 		$794M Sell
1,527,371
-9,638
-0.6% -$4.92M 9.09% 1
2025
Q2 		$765M Buy
1,537,009
+78,827
+5% +$34.2M 9.58% 1
2025
Q1 		$547M Buy
1,458,182
+226,302
+18% +$92.3M 7.55% 1
2024
Q4 		$519M Buy
1,231,880
+20,740
+2% +$8.83M 8.04% 1
2024
Q3 		$505M Sell
1,211,140
-185,465
-13% -$79.3M 8.28% 1
2024
Q2 		$624M Buy
1,396,605
+548,257
+65% +$232M 9.85% 1
2024
Q1 		$357M Sell
848,348
-133,880
-14% -$54.2M 8.43% 1
2023
Q4 		$369M Sell
982,228
-34,304
-3% -$12.2M 8.14% 1
2023
Q3 		$327M Buy
1,016,532
+25,522
+3% +$8.43M 8.08% 1
2023
Q2 		$337M Buy
991,010
+59,192
+6% +$18.6M 8.17% 1
2023
Q1 		$269M Buy
931,818
+24,400
+3% +$6.22M 7.72% 1
2022
Q4 		$218M Buy
907,418
+96,756
+12% +$23.2M 6.8% 1
2022
Q3 		$189M Sell
810,662
-247,368
-23% -$65.3M 7.35% 1
2022
Q2 		$272M Sell
1,058,030
-55,282
-5% -$15M 8.28% 1
2022
Q1 		$344M Buy
1,113,312
+159,718
+17% +$48.1M 8.05% 2
2021
Q4 		$321M Buy
+953,594
New +$309M 8.26% 1

Other funds holding MSFT

BlackRock
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

LGT Group Foundation's MSFT Position: Q1 2026 in Review

LGT Group Foundation reduced its Microsoft (MSFT) stake by 4.7% in Q1 2026, selling an estimated $29.8M and leaving 1,454,074 shares worth $538M. The position accounts for 6.57% of the portfolio, ranked #1.

LGT Group Foundation first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $794M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • LGT Group Foundation held 1,454,074 shares of Microsoft worth $538M as of Q1 2026.
  • LGT Group Foundation sold 71,214 Microsoft shares in Q1 2026, an estimated $29.8M.
  • Microsoft made up 6.57% of LGT Group Foundation's portfolio in Q1 2026, its #1 holding.
  • LGT Group Foundation first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • LGT Group Foundation's Microsoft position peaked at $794M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on LGT Group Foundation's 13F filing for Q1 2026, filed 28 Apr 2026.