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Lindenwold Advisors’s Microsoft MSFT Stock Holding History

Lindenwold 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
2025
Q3 		$8.14M Sell
15,711
-2,242
-12% -$1.14M 3.85% 4
2025
Q2 		$8.93M Buy
17,953
+336
+2% +$146K 4.64% 3
2025
Q1 		$6.61M Sell
17,617
-1,607
-8% -$655K 3.68% 4
2024
Q4 		$8.1M Sell
19,224
-266
-1% -$113K 4.33% 4
2024
Q3 		$8.39M Buy
19,490
+185
+1% +$79.1K 4.22% 4
2024
Q2 		$8.63M Sell
19,305
-222
-1% -$93.8K 4.61% 3
2024
Q1 		$8.22M Sell
19,527
-1,030
-5% -$417K 4.39% 3
2023
Q4 		$7.73M Sell
20,557
-535
-3% -$190K 4.39% 4
2023
Q3 		$6.66M Sell
21,092
-6
-0% -$1.98K 4.15% 4
2023
Q2 		$7.18M Sell
21,098
-3,231
-13% -$1.01M 4.4% 4
2023
Q1 		$7.01M Buy
24,329
+124
+0.5% +$31.6K 4.35% 3
2022
Q4 		$5.8M Buy
24,205
+520
+2% +$125K 3.89% 3
2022
Q3 		$5.52M Sell
23,685
-635
-3% -$168K 4.08% 3
2022
Q2 		$6.25M Buy
24,320
+465
+2% +$126K 4.44% 3
2022
Q1 		$7.36M Buy
23,855
+1,213
+5% +$365K 4.52% 3
2021
Q4 		$7.62M Buy
+22,642
New +$7.34M 4.44% 3

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lindenwold Advisors's MSFT Position: Q3 2025 in Review

Lindenwold Advisors reduced its Microsoft (MSFT) stake by 12% in Q3 2025, selling an estimated $1.14M and leaving 15,711 shares worth $8.14M. The position accounts for 3.85% of the portfolio, ranked #4.

Lindenwold Advisors first reported a position in MSFT in Q4 2021 and has held it in 16 quarters since. The position peaked at $8.93M in Q2 2025. 5,849 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

  • Lindenwold Advisors held 15,711 shares of Microsoft worth $8.14M as of Q3 2025.
  • Lindenwold Advisors sold 2,242 Microsoft shares in Q3 2025, an estimated $1.14M.
  • Microsoft made up 3.85% of Lindenwold Advisors's portfolio in Q3 2025, its #4 holding.
  • Lindenwold Advisors first reported a position in Microsoft in Q4 2021 and has held it in 16 quarters since.
  • Lindenwold Advisors's Microsoft position peaked at $8.93M in Q2 2025.
  • 5,849 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.