Lineweaver Wealth Advisors
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Lineweaver Wealth Advisors’s Microsoft MSFT Stock Holding History

Lineweaver Wealth 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
Q3 		$14.9M Sell
29,130
-872
-3% -$403K 1.73% 13
2026
Q2 		$11.2M Buy
30,002
+3,173
+12% +$1.28M 1.32% 18
2026
Q1 		$9.9M Buy
26,829
+1,299
+5% +$544K 1.34% 17
2025
Q4 		$12.3M Buy
25,530
+2,343
+10% +$1.17M 1.67% 15
2025
Q3 		$12M Sell
23,187
-1,419
-6% -$724K 1.76% 14
2025
Q2 		$12.2M Sell
24,606
-754
-3% -$327K 1.93% 11
2025
Q1 		$9.5M Buy
25,360
+2,182
+9% +$890K 1.62% 15
2024
Q4 		$9.8M Buy
23,178
+1,923
+9% +$819K 1.81% 15
2024
Q3 		$9.15M Buy
21,255
+411
+2% +$176K 1.74% 14
2024
Q2 		$9.32M Buy
20,844
+1,347
+7% +$569K 1.93% 14
2024
Q1 		$8.21M Buy
19,497
+195
+1% +$78.9K 1.95% 12
2023
Q4 		$7.26M Buy
19,302
+926
+5% +$330K 1.88% 12
2023
Q3 		$5.81M Buy
18,376
+871
+5% +$288K 1.69% 15
2023
Q2 		$5.96M Sell
17,505
-251
-1% -$78.7K 1.7% 15
2023
Q1 		$5.12M Buy
17,756
+83
+0.5% +$21.2K 1.57% 14
2022
Q4 		$4.24M Sell
17,673
-346
-2% -$83K 1.28% 16
2022
Q3 		$4.2M Buy
18,019
+426
+2% +$112K 1.36% 16
2022
Q2 		$4.52M Buy
17,593
+83
+0.5% +$22.5K 1.49% 14
2022
Q1 		$5.4M Buy
17,510
+5,136
+42% +$1.55M 1.54% 14
2021
Q4 		$4.16M Sell
12,374
-12
-0.1% -$3.89K 1.2% 17
2021
Q3 		$3.49M Buy
12,386
+826
+7% +$240K 1.07% 21
2021
Q2 		$3.13M Buy
11,560
+874
+8% +$222K 1.03% 23
2021
Q1 		$2.52M Buy
10,686
+518
+5% +$120K 0.89% 25
2020
Q4 		$2.26M Buy
10,168
+593
+6% +$128K 0.89% 26
2020
Q3 		$2.01M Buy
9,575
+2,022
+27% +$425K 0.9% 26
2020
Q2 		$1.54M Buy
7,553
+876
+13% +$159K 0.78% 26
2020
Q1 		$1.06M Buy
6,677
+1,684
+34% +$277K 0.66% 28
2019
Q4 		$787K Buy
+4,993
New +$734K 0.44% 27

Other funds holding MSFT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Lineweaver Wealth Advisors's MSFT Position: Q3 2026 in Review

Lineweaver Wealth Advisors reduced its Microsoft (MSFT) stake by 2.9% in Q3 2026, selling an estimated $403K and leaving 29,130 shares worth $14.9M. The position accounts for 1.73% of the portfolio, ranked #13.

Lineweaver Wealth Advisors first reported a position in MSFT in Q4 2019 and has held it in 28 quarters since. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Lineweaver Wealth Advisors held 29,130 shares of Microsoft worth $14.9M as of Q3 2026.
  • Lineweaver Wealth Advisors sold 872 Microsoft shares in Q3 2026, an estimated $403K.
  • Microsoft made up 1.73% of Lineweaver Wealth Advisors's portfolio in Q3 2026, its #13 holding.
  • Lineweaver Wealth Advisors first reported a position in Microsoft in Q4 2019 and has held it in 28 quarters since.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.