LIA
MSFT icon

Limestone Investment Advisors’s Microsoft MSFT Stock Holding History

Limestone Investment 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 		$23.3M Buy
63,000
+38,300
+155% +$16M 1.87% 5
2025
Q4 		$11.9M Sell
24,700
-19,900
-45% -$9.97M 1.14% 13
2025
Q3 		$23.1M Buy
44,600
+1,500
+3% +$765K 1.83% 4
2025
Q2 		$21.4M Buy
+43,100
New +$18.7M 1.87% 11

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

Limestone Investment Advisors's MSFT Position: Q1 2026 in Review

Limestone Investment Advisors increased its Microsoft (MSFT) stake by 385% in Q1 2026, buying an estimated $10.2M and bringing the position to 30,710 shares worth $11.4M. The position accounts for 0.91% of the portfolio, ranked #19.

Limestone Investment Advisors first reported a position in MSFT in Q3 2025 and has held it in 3 quarters since. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Limestone Investment Advisors held 30,710 shares of Microsoft worth $11.4M as of Q1 2026.
  • Limestone Investment Advisors bought 24,377 Microsoft shares in Q1 2026, an estimated $10.2M.
  • Microsoft made up 0.91% of Limestone Investment Advisors's portfolio in Q1 2026, its #19 holding.
  • Limestone Investment Advisors first reported a position in Microsoft in Q3 2025 and has held it in 3 quarters since.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Limestone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.