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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
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
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

Lighthouse Financial's MSFT Position: Q1 2026 in Review

Lighthouse Financial increased its Microsoft (MSFT) stake by 45% in Q1 2026, buying an estimated $1.32M and bringing the position to 10,177 shares worth $3.77M. The position accounts for 2.27% of the portfolio, ranked #15.

Lighthouse Financial first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Lighthouse Financial held 10,177 shares of Microsoft worth $3.77M as of Q1 2026.
  • Lighthouse Financial bought 3,152 Microsoft shares in Q1 2026, an estimated $1.32M.
  • Microsoft made up 2.27% of Lighthouse Financial's portfolio in Q1 2026, its #15 holding.
  • Lighthouse Financial first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Lighthouse Financial's 13F filing for Q1 2026, filed 14 May 2026.