Lighthouse Financial’s Microsoft MSFT Stock Holding History

Lighthouse Financial’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	$3.78M	Sell	10,146 -31	-0.3%	-$12.5K	1.96%	17
2026 Q1	$3.77M	Buy	10,177 +3,152	+45%	+$1.32M	2.27%	15
2025 Q4	$3.4M	Buy	7,025 +211	+3%	+$106K	2.22%	13
2025 Q3	$3.53M	Buy	6,814 +890	+15%	+$454K	2.33%	11
2025 Q2	$2.95M	Sell	5,924 -400	-6%	-$174K	2.26%	12
2025 Q1	$2.37M	Hold	6,324	–	–	2.05%	13
2024 Q4	$2.67M	Buy	+6,324	New	+$2.69M	2.16%	13

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

Lighthouse Financial's MSFT Position: Q2 2026 in Review

Lighthouse Financial reduced its Microsoft (MSFT) stake by 0.3% in Q2 2026, selling an estimated $12.5K and leaving 10,146 shares worth $3.78M. The position accounts for 1.96% of the portfolio, ranked #17.

Lighthouse Financial first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Lighthouse Financial held 10,146 shares of Microsoft worth $3.78M as of Q2 2026.
Lighthouse Financial sold 31 Microsoft shares in Q2 2026, an estimated $12.5K.
Microsoft made up 1.96% of Lighthouse Financial's portfolio in Q2 2026, its #17 holding.
Lighthouse Financial first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Lighthouse Financial's 13F filing for Q2 2026, filed 14 Aug 2026.