LSA
MSFT icon

Lion Street Advisors’s Microsoft MSFT Stock Holding History

Lion Street 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 		$2.45M Sell
7,375
-533
-7% -$272K 0.85% 13
2025
Q2 		$3.93M Sell
7,908
-14
-0.2% -$6.08K 1.19% 14
2025
Q1 		$2.97M Buy
7,922
+253
+3% +$103K 0.94% 18
2024
Q4 		$3.23M Buy
7,669
+227
+3% +$96.7K 1.03% 17
2024
Q3 		$3.2M Sell
7,442
-114
-2% -$48.7K 1.12% 17
2024
Q2 		$3.38M Buy
7,556
+257
+4% +$109K 1.25% 13
2024
Q1 		$2.74M Hold
7,299
– – 1.12% 15
2023
Q4 		$2.74M Sell
7,299
-51
-0.7% -$18.2K 1.12% 15
2023
Q3 		$2.32M Sell
7,350
-572
-7% -$189K 0.76% 14
2023
Q2 		$2.63M Buy
7,922
+1,159
+17% +$363K 0.88% 11
2023
Q1 		$1.95M Buy
6,763
+3,609
+114% +$921K 0.6% 19
2022
Q4 		$1.05M Buy
3,154
+394
+14% +$94.6K 0.55% 20
2022
Q3 		$643K Sell
2,760
-394
-12% -$104K 0.32% 40
2022
Q2 		$1.05M Buy
3,154
+465
+17% +$126K 0.55% 20
2022
Q1 		$825K Sell
2,689
-434
-14% -$131K 0.42% 31
2021
Q4 		$1.05M Sell
3,123
-45
-1% -$14.6K 0.51% 20
2021
Q3 		$894K Buy
3,168
+507
+19% +$148K 0.48% 24
2021
Q2 		$721K Buy
+2,661
New +$676K 26.16% 1
2021
Q1 		– Sell
-2,071
Closed -$440K – 33
2020
Q4 		$440K Sell
2,071
-66
-3% -$14.2K 1.07% 21
2020
Q3 		$456K Buy
+2,137
New +$449K 0.93% 27
2020
Q2 		– Sell
-823
Closed -$130K – 263
2020
Q1 		$130K Sell
823
-1,165
-59% -$192K 0.71% 27
2019
Q4 		$314K Buy
+1,988
New +$292K 1.51% 23

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Lion Street Advisors's MSFT Position: Q3 2025 in Review

Lion Street Advisors reduced its Microsoft (MSFT) stake by 6.7% in Q3 2025, selling an estimated $272K and leaving 7,375 shares worth $2.45M. The position accounts for 0.85% of the portfolio, ranked #13.

Lion Street Advisors first reported a position in MSFT in Q4 2019 and has held it in 22 quarters since. The position peaked at $3.93M in Q2 2025. 5,860 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

  • Lion Street Advisors held 7,375 shares of Microsoft worth $2.45M as of Q3 2025.
  • Lion Street Advisors sold 533 Microsoft shares in Q3 2025, an estimated $272K.
  • Microsoft made up 0.85% of Lion Street Advisors's portfolio in Q3 2025, its #13 holding.
  • Lion Street Advisors first reported a position in Microsoft in Q4 2019 and has held it in 22 quarters since.
  • Lion Street Advisors's Microsoft position peaked at $3.93M in Q2 2025.
  • 5,860 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.