Lido Advisors
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Lido Advisors’s Microsoft MSFT Stock Holding History

Lido 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 		$370K Sell
1,000
-5,500
-85% -$2.3M ﹤0.01% 1461
2025
Q4 		$3.14M Hold
6,500
– – 0.01% 587
2025
Q3 		$3.37M Buy
6,500
+4,400
+210% +$2.24M 0.01% 537
2025
Q2 		$1.04M Buy
2,100
+1,700
+425% +$738K ﹤0.01% 829
2025
Q1 		$150K Sell
400
-400
-50% -$163K ﹤0.01% 1417
2024
Q4 		$337K Buy
800
+100
+14% +$42.6K ﹤0.01% 1163
2024
Q3 		$301K Sell
700
-100
-13% -$42.7K ﹤0.01% 1165
2024
Q2 		$358K Buy
800
+300
+60% +$127K ﹤0.01% 1040
2024
Q1 		$210K Buy
500
+200
+67% +$81K ﹤0.01% 1243
2023
Q4 		$113K Sell
300
-500
-63% -$178K ﹤0.01% 1286
2023
Q3 		$253K Sell
800
-1,400
-64% -$463K ﹤0.01% 992
2023
Q2 		$749K Sell
2,200
-3,600
-62% -$1.13M 0.01% 613
2023
Q1 		$1.67M Buy
5,800
+1,100
+23% +$281K 0.02% 381
2022
Q4 		$1.13M Buy
4,700
+3,300
+236% +$792K 0.01% 387
2022
Q3 		$326K Sell
1,400
-1,600
-53% -$422K ﹤0.01% 726
2022
Q2 		$770K Buy
3,000
+800
+36% +$217K 0.01% 411
2022
Q1 		$678K Buy
+2,200
New +$662K 0.01% 502
2021
Q1 		– Sell
-3,300
Closed -$731K – 878
2020
Q4 		$731K Buy
3,300
+600
+22% +$129K 0.02% 383
2020
Q3 		$559K Buy
2,700
+400
+17% +$84K 0.01% 354
2020
Q2 		$468K Hold
2,300
– – 0.01% 359
2020
Q1 		$362K Sell
2,300
-1,800
-44% -$296K 0.02% 388
2019
Q4 		$646K Sell
4,100
-300
-7% -$44.1K 0.03% 330
2019
Q3 		$611K Hold
4,400
– – 0.03% 292
2019
Q2 		$589K Hold
4,400
– – 0.03% 271
2019
Q1 		$518K Buy
+4,400
New +$480K 0.03% 283

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

Lido Advisors's MSFT Position: Q1 2026 in Review

Lido Advisors increased its Microsoft (MSFT) stake by 3.5% in Q1 2026, buying an estimated $26.9M and bringing the position to 1,917,002 shares worth $710M. The position accounts for 2.17% of the portfolio, ranked #8.

Lido Advisors first reported a position in MSFT in Q1 2016 and has held it in 41 quarters since. The position peaked at $953M in Q3 2025. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Lido Advisors held 1,917,002 shares of Microsoft worth $710M as of Q1 2026.
  • Lido Advisors bought 64,348 Microsoft shares in Q1 2026, an estimated $26.9M.
  • Microsoft made up 2.17% of Lido Advisors's portfolio in Q1 2026, its #8 holding.
  • Lido Advisors first reported a position in Microsoft in Q1 2016 and has held it in 41 quarters since.
  • Lido Advisors's Microsoft position peaked at $953M in Q3 2025.
  • 6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.