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Lifeworks Advisors’s Microsoft MSFT Stock Holding History

Lifeworks 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 		$8.76M Buy
23,663
+5,066
+27% +$2.12M 1.12% 18
2025
Q4 		$8.99M Sell
18,597
-2,494
-12% -$1.25M 1.16% 13
2025
Q3 		$10.9M Sell
21,091
-203
-1% -$104K 1.45% 9
2025
Q2 		$10.6M Sell
21,294
-412
-2% -$179K 1.58% 9
2025
Q1 		$8.15M Buy
21,706
+2,886
+15% +$1.18M 1.35% 16
2024
Q4 		$7.93M Buy
18,820
+1,627
+9% +$693K 1.43% 9
2024
Q3 		$7.4M Sell
17,193
-666
-4% -$285K 1.45% 9
2024
Q2 		$7.98M Buy
17,859
+4,026
+29% +$1.7M 2.22% 8
2024
Q1 		$5.82M Buy
13,833
+1,841
+15% +$745K 1.63% 12
2023
Q4 		$4.51M Buy
11,992
+742
+7% +$264K 1.56% 15
2023
Q3 		$3.55M Sell
11,250
-1,717
-13% -$567K 1.38% 23
2023
Q2 		$4.42M Sell
12,967
-719
-5% -$225K 1.88% 14
2023
Q1 		$3.95M Sell
13,686
-1,947
-12% -$497K 1.86% 9
2022
Q4 		$3.75M Sell
15,633
-1,348
-8% -$324K 2.11% 11
2022
Q3 		$3.94M Sell
16,981
-521
-3% -$138K 2.24% 8
2022
Q2 		$4.5M Buy
17,502
+1,347
+8% +$366K 2.85% 5
2022
Q1 		$4.98M Buy
16,155
+633
+4% +$190K 3.29% 5
2021
Q4 		$5.22M Buy
+15,522
New +$5.03M 4.16% 3

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

Lifeworks Advisors's MSFT Position: Q1 2026 in Review

Lifeworks Advisors increased its Microsoft (MSFT) stake by 27% in Q1 2026, buying an estimated $2.12M and bringing the position to 23,663 shares worth $8.76M. The position accounts for 1.12% of the portfolio, ranked #18.

Lifeworks Advisors first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.9M in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Lifeworks Advisors held 23,663 shares of Microsoft worth $8.76M as of Q1 2026.
  • Lifeworks Advisors bought 5,066 Microsoft shares in Q1 2026, an estimated $2.12M.
  • Microsoft made up 1.12% of Lifeworks Advisors's portfolio in Q1 2026, its #18 holding.
  • Lifeworks Advisors first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Lifeworks Advisors's Microsoft position peaked at $10.9M in Q3 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.