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 Q2	$11.2M	Buy	30,002 +3,173	+12%	+$1.28M	1.32%	18
2026 Q1	$9.93M	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	$9.53M	Buy	25,360 +2,182	+9%	+$890K	1.62%	15
2024 Q4	$9.78M	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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Lineweaver Wealth Advisors's MSFT Position: Q2 2026 in Review

Lineweaver Wealth Advisors increased its Microsoft (MSFT) stake by 12% in Q2 2026, buying an estimated $1.28M and bringing the position to 30,002 shares worth $11.2M. The position accounts for 1.32% of the portfolio, ranked #18.

Lineweaver Wealth Advisors first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.3M in Q4 2025. 2,541 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Lineweaver Wealth Advisors held 30,002 shares of Microsoft worth $11.2M as of Q2 2026.
Lineweaver Wealth Advisors bought 3,173 Microsoft shares in Q2 2026, an estimated $1.28M.
Microsoft made up 1.32% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #18 holding.
Lineweaver Wealth Advisors first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
Lineweaver Wealth Advisors's Microsoft position peaked at $12.3M in Q4 2025.
2,541 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.