Lifelong Wealth Advisors’s Microsoft MSFT Stock Holding History

Lifelong Wealth 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 Q2	$1.64M	Buy	4,405 +414	+10%	+$168K	0.39%	32
2026 Q1	$1.48M	Buy	3,991 +656	+20%	+$274K	0.39%	33
2025 Q4	$1.61M	Buy	3,335 +308	+10%	+$154K	0.43%	32
2025 Q3	$1.57M	Buy	3,027 +219	+8%	+$112K	0.47%	28
2025 Q2	$1.4M	Buy	2,808 +252	+10%	+$109K	0.46%	28
2025 Q1	$960K	Buy	2,556 +13	+0.5%	+$5.3K	0.45%	27
2024 Q4	$1.07M	Buy	+2,543	New	+$1.08M	0.48%	25

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lifelong Wealth Advisors's MSFT Position: Q2 2026 in Review

Lifelong Wealth Advisors increased its Microsoft (MSFT) stake by 10% in Q2 2026, buying an estimated $168K and bringing the position to 4,405 shares worth $1.64M. The position accounts for 0.39% of the portfolio, ranked #32.

Lifelong Wealth Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Lifelong Wealth Advisors held 4,405 shares of Microsoft worth $1.64M as of Q2 2026.
Lifelong Wealth Advisors bought 414 Microsoft shares in Q2 2026, an estimated $168K.
Microsoft made up 0.39% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Lifelong Wealth Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.