LCM
MSFT icon

Liberty Capital Management’s Microsoft MSFT Stock Holding History

Liberty Capital Management’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 		$9.04M Buy
+24,235
New +$9.81M 1.55% 16
2025
Q4 		$11.7M Sell
24,162
-912
-4% -$457K 2.18% 10
2025
Q3 		$13M Sell
25,074
-318
-1% -$162K 2.44% 8
2025
Q2 		$12.6M Sell
25,392
-19
-0.1% -$8.25K 2.55% 7
2025
Q1 		$9.54M Buy
25,411
+145
+0.6% +$59.1K 2.12% 11
2024
Q4 		$10.6M Sell
25,266
-742
-3% -$316K 2.36% 10
2024
Q3 		$11.2M Sell
26,008
-4
-0% -$1.71K 2.48% 7
2024
Q2 		$11.6M Buy
26,012
+536
+2% +$226K 2.76% 7
2024
Q1 		$10.7M Sell
25,476
-572
-2% -$232K 2.64% 7
2023
Q4 		$9.8M Sell
26,048
-116
-0.4% -$41.3K 2.57% 5
2023
Q3 		$8.26M Sell
26,164
-356
-1% -$118K 2.44% 9
2023
Q2 		$9.03M Buy
26,520
+289
+1% +$90.6K 2.71% 5
2023
Q1 		$7.56M Buy
26,231
+49
+0.2% +$12.5K 2.49% 8
2022
Q4 		$6.28M Sell
26,182
-475
-2% -$114K 2.18% 10
2022
Q3 		$6.21M Sell
26,657
-322
-1% -$85K 2.32% 13
2022
Q2 		$6.93M Sell
26,979
-444
-2% -$121K 2.46% 11
2022
Q1 		$8.46M Buy
27,423
+154
+0.6% +$46.3K 2.47% 10
2021
Q4 		$9.17M Sell
27,269
-741
-3% -$240K 2.47% 11
2021
Q3 		$7.9M Sell
28,010
-69
-0.2% -$20.1K 2.33% 12
2021
Q2 		$7.61M Sell
28,079
-316
-1% -$80.3K 2.31% 11
2021
Q1 		$6.7M Buy
28,395
+168
+0.6% +$39K 2.31% 12
2020
Q4 		$6.28M Buy
+28,227
New +$6.07M 2.27% 11
2020
Q2 		$6.29M Buy
30,896
+5
+0% +$908 2.73% 8
2020
Q1 		$4.87M Buy
30,891
+2
+0% +$329 2.54% 12
2019
Q4 		$4.87M Buy
30,889
+211
+0.7% +$31K 2% 14
2019
Q3 		$4.26M Sell
30,678
-2,841
-8% -$391K 1.88% 19
2019
Q2 		$4.49M Buy
33,519
+625
+2% +$79.3K 2.01% 16
2019
Q1 		$3.88M Buy
32,894
+754
+2% +$82.3K 1.96% 18
2018
Q4 		$3.26M Buy
32,140
+3,280
+11% +$351K 2.01% 17
2018
Q3 		$3.3M Sell
28,860
-506
-2% -$54.9K 1.72% 22
2018
Q2 		$2.9M Buy
29,366
+1,690
+6% +$164K 1.69% 24
2018
Q1 		$2.53M Sell
27,676
-707
-2% -$64.7K 1.53% 28
2017
Q4 		$2.54M Buy
28,383
+1,886
+7% +$155K 1.35% 29
2017
Q3 		$2.09M Buy
26,497
+797
+3% +$58.2K 1.14% 33
2017
Q2 		$1.8M Buy
25,700
+455
+2% +$31.2K 1.09% 34
2017
Q1 		$1.66M Buy
25,245
+100
+0.4% +$6.41K 1% 39
2016
Q4 		$1.57M Sell
25,145
-1,770
-7% -$106K 1.02% 41
2016
Q3 		$1.54M Sell
26,915
-200
-0.7% -$11.3K 1% 40
2016
Q2 		$1.39M Buy
27,115
+5,650
+26% +$294K 0.94% 42
2016
Q1 		$1.19M Sell
21,465
-2,585
-11% -$136K 0.89% 45
2015
Q4 		$1.33M Sell
24,050
-660
-3% -$34.7K 1.01% 45
2015
Q3 		$1.09M Sell
24,710
-4,930
-17% -$221K 0.86% 48
2015
Q2 		$1.31M Sell
29,640
-215
-0.7% -$9.81K 0.88% 48
2015
Q1 		$1.21M Buy
29,855
+325
+1% +$14.1K 0.81% 52
2014
Q4 		$1.37M Sell
29,530
-135
-0.5% -$6.34K 0.95% 47
2014
Q3 		$1.38M Sell
29,665
-1,300
-4% -$58K 1% 46
2014
Q2 		$1.29M Sell
30,965
-200
-0.6% -$8.09K 0.91% 49
2014
Q1 		$1.28M Sell
31,165
-700
-2% -$26.3K 0.94% 45
2013
Q4 		$1.19M Sell
31,865
-250
-0.8% -$9.08K 0.85% 49
2013
Q3 		$1.07M Buy
32,115
+2,310
+8% +$76K 0.85% 50
2013
Q2 		$1.03M Buy
+29,805
New +$976K 0.89% 53

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

Liberty Capital Management's MSFT Position: Q2 2026 in Review

Liberty Capital Management opened a new position in Microsoft (MSFT) in Q2 2026: 24,235 shares worth $9.04M. The stake represents 1.55% of the portfolio and ranks #16 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in MSFT as recently as Q4 2025.

Liberty Capital Management first reported a position in MSFT in Q2 2013 and has held it in 51 quarters since. The position peaked at $13M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Liberty Capital Management held 24,235 shares of Microsoft worth $9.04M as of Q2 2026.
  • Microsoft was a new Liberty Capital Management position in Q2 2026.
  • Microsoft made up 1.55% of Liberty Capital Management's portfolio in Q2 2026, its #16 holding.
  • Liberty Capital Management first reported a position in Microsoft in Q2 2013 and has held it in 51 quarters since.
  • Liberty Capital Management's Microsoft position peaked at $13M in Q3 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.