Liberty Square Wealth Partners’s Microsoft MSFT Stock Holding History

Liberty Square Wealth 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
2026 Q3	$6.1M	Sell	11,893 -59	-0.5%	-$27.3K	1.42%	12
2026 Q2	$4.46M	Sell	11,952 -55	-0.5%	-$22.3K	1.06%	14
2026 Q1	$4.44M	Sell	12,007 -96	-0.8%	-$40.2K	1.24%	13
2025 Q4	$5.85M	Sell	12,103 -40	-0.3%	-$20K	1.67%	13
2025 Q3	$6.29M	Sell	12,143 -123	-1%	-$62.7K	1.94%	10
2025 Q2	$6.1M	Sell	12,266 -188	-2%	-$81.6K	2.11%	8
2025 Q1	$4.68M	Sell	12,454 -325	-3%	-$133K	1.78%	10
2024 Q4	$5.22M	Buy	+12,779	New	+$5.44M	1.9%	10

Other funds holding MSFT

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Liberty Square Wealth Partners's MSFT Position: Q3 2026 in Review

Liberty Square Wealth Partners reduced its Microsoft (MSFT) stake by 0.49% in Q3 2026, selling an estimated $27.3K and leaving 11,893 shares worth $6.1M. The position accounts for 1.42% of the portfolio, ranked #12.

Liberty Square Wealth Partners first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.29M in Q3 2025. 5,287 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Liberty Square Wealth Partners held 11,893 shares of Microsoft worth $6.1M as of Q3 2026.
Liberty Square Wealth Partners sold 59 Microsoft shares in Q3 2026, an estimated $27.3K.
Microsoft made up 1.42% of Liberty Square Wealth Partners's portfolio in Q3 2026, its #12 holding.
Liberty Square Wealth Partners first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
Liberty Square Wealth Partners's Microsoft position peaked at $6.29M in Q3 2025.
5,287 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q3 2026, filed 12 Nov 2026.