LWM
MSFT icon

Lighthouse Wealth Management’s Microsoft MSFT Stock Holding History

Lighthouse Wealth Management’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 		$779K Sell
2,088
-126
-6% -$51K 0.48% 31
2026
Q1 		$820K Sell
2,214
-145
-6% -$60.7K 0.56% 28
2025
Q4 		$1.14M Sell
2,359
-28
-1% -$14K 0.78% 24
2025
Q3 		$1.24M Buy
2,387
+50
+2% +$25.5K 1% 19
2025
Q2 		$1.16M Buy
2,337
+91
+4% +$39.5K 1.01% 18
2025
Q1 		$843K Sell
2,246
-9
-0.4% -$3.67K 0.77% 22
2024
Q4 		$951K Buy
+2,255
New +$961K 0.87% 19

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

Lighthouse Wealth Management's MSFT Position: Q2 2026 in Review

Lighthouse Wealth Management reduced its Microsoft (MSFT) stake by 5.7% in Q2 2026, selling an estimated $51K and leaving 2,088 shares worth $779K. The position accounts for 0.48% of the portfolio, ranked #31.

Lighthouse Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.24M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Lighthouse Wealth Management held 2,088 shares of Microsoft worth $779K as of Q2 2026.
  • Lighthouse Wealth Management sold 126 Microsoft shares in Q2 2026, an estimated $51K.
  • Microsoft made up 0.48% of Lighthouse Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Lighthouse Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Lighthouse Wealth Management's Microsoft position peaked at $1.24M in Q3 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Lighthouse Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.