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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
Q2 		$12.8M Buy
34,359
+10,696
+45% +$4.33M 1.34% 12
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lifeworks Advisors's MSFT Position: Q2 2026 in Review

Lifeworks Advisors increased its Microsoft (MSFT) stake by 45% in Q2 2026, buying an estimated $4.33M and bringing the position to 34,359 shares worth $12.8M. The position accounts for 1.34% of the portfolio, ranked #12.

Lifeworks Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Lifeworks Advisors held 34,359 shares of Microsoft worth $12.8M as of Q2 2026.
  • Lifeworks Advisors bought 10,696 Microsoft shares in Q2 2026, an estimated $4.33M.
  • Microsoft made up 1.34% of Lifeworks Advisors's portfolio in Q2 2026, its #12 holding.
  • Lifeworks Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • 6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.