Lido Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $130M | Sell |
351,100
-45,800
| -12% | -$19.2M | 0.4% | 37 |
|
|
2025
Q4 | $192M | Hold |
396,900
| – | – | 0.57% | 23 |
|
|
2025
Q3 | $206M | Buy |
396,900
+103,900
| +35% | +$53M | 0.64% | 22 |
|
|
2025
Q2 | $146M | Buy |
293,000
+117,700
| +67% | +$51.1M | 0.57% | 21 |
|
|
2025
Q1 | $65.8M | Sell |
175,300
-17,400
| -9% | -$7.09M | 0.3% | 52 |
|
|
2024
Q4 | $81.2M | Sell |
192,700
-5,800
| -3% | -$2.47M | 0.37% | 36 |
|
|
2024
Q3 | $85.4M | Buy |
198,500
+25,200
| +15% | +$10.8M | 0.43% | 27 |
|
|
2024
Q2 | $77.5M | Buy |
173,300
+5,600
| +3% | +$2.36M | 0.43% | 27 |
|
|
2024
Q1 | $70.6M | Buy |
167,700
+9,100
| +6% | +$3.68M | 0.41% | 27 |
|
|
2023
Q4 | $59.6M | Buy |
158,600
+13,600
| +9% | +$4.84M | 0.4% | 26 |
|
|
2023
Q3 | $45.8M | Buy |
145,000
+16,200
| +13% | +$5.35M | 0.35% | 33 |
|
|
2023
Q2 | $43.9M | Buy |
128,800
+17,800
| +16% | +$5.58M | 0.31% | 33 |
|
|
2023
Q1 | $32M | Buy |
111,000
+21,000
| +23% | +$5.36M | 0.31% | 40 |
|
|
2022
Q4 | $21.6M | Sell |
90,000
-39,300
| -30% | -$9.43M | 0.26% | 49 |
|
|
2022
Q3 | $30.1M | Sell |
129,300
-40,600
| -24% | -$10.7M | 0.38% | 27 |
|
|
2022
Q2 | $43.6M | Buy |
169,900
+8,300
| +5% | +$2.25M | 0.58% | 19 |
|
|
2022
Q1 | $49.8M | Buy |
161,600
+109,900
| +213% | +$33.1M | 0.56% | 21 |
|
|
2021
Q4 | $17.4M | Sell |
51,700
-6,300
| -11% | -$2.04M | 0.19% | 59 |
|
|
2021
Q3 | $16.4M | Sell |
58,000
-10,200
| -15% | -$2.97M | 0.23% | 53 |
|
|
2021
Q2 | $18.5M | Buy |
68,200
+15,600
| +30% | +$3.97M | 0.26% | 43 |
|
|
2021
Q1 | $12.2M | Buy |
52,600
+8,900
| +20% | +$2.06M | 0.21% | 63 |
|
|
2020
Q4 | $9.69M | Buy |
43,700
+11,200
| +34% | +$2.41M | 0.2% | 67 |
|
|
2020
Q3 | $6.74M | Buy |
32,500
+400
| +1% | +$84K | 0.17% | 74 |
|
|
2020
Q2 | $6.53M | Buy |
32,100
+700
| +2% | +$127K | 0.2% | 65 |
|
|
2020
Q1 | $4.95M | Buy |
31,400
+2,900
| +10% | +$477K | 0.21% | 68 |
|
|
2019
Q4 | $4.49M | Buy |
28,500
+4,600
| +19% | +$676K | 0.18% | 85 |
|
|
2019
Q3 | $3.32M | Buy |
23,900
+9,800
| +70% | +$1.35M | 0.17% | 88 |
|
|
2019
Q2 | $1.89M | Sell |
14,100
-3,300
| -19% | -$419K | 0.11% | 114 |
|
|
2019
Q1 | $2.05M | Buy |
17,400
+6,900
| +66% | +$753K | 0.13% | 102 |
|
|
2018
Q4 | $1.07M | Buy |
10,500
+8,700
| +483% | +$932K | 0.11% | 119 |
|
|
2018
Q3 | $205K | Buy |
+1,800
| New | +$195K | 0.02% | 420 |
|
Other funds holding MSFT
VCM
VPM
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. 6,180 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.
- 6,180 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.