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Lionsbridge Wealth Management’s Microsoft MSFT Stock Holding History

Lionsbridge Wealth Management’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 		$1.27M Sell
3,409
-169
-5% -$68.4K 1.25% 32
2026
Q1 		$1.32M Buy
3,578
+111
+3% +$46.4K 1.33% 27
2025
Q4 		$1.68M Sell
3,467
-16
-0.5% -$8.02K 1.7% 25
2025
Q3 		$1.8M Buy
3,483
+1
+0% +$510 1.78% 22
2025
Q2 		$1.73M Sell
3,482
-77
-2% -$33.4K 1.72% 20
2025
Q1 		$1.34M Sell
3,559
-731
-17% -$298K 1.19% 32
2024
Q4 		$1.81M Sell
4,290
-397
-8% -$169K 1.52% 25
2024
Q3 		$2.02M Sell
4,687
-122
-3% -$52.2K 1.59% 21
2024
Q2 		$2.15M Sell
4,809
-67
-1% -$28.3K 1.72% 21
2024
Q1 		$2.05M Sell
4,876
-163
-3% -$66K 1.59% 24
2023
Q4 		$1.89M Buy
5,039
+7
+0.1% +$2.49K 1.51% 24
2023
Q3 		$1.59M Sell
5,032
-196
-4% -$64.8K 1.51% 25
2023
Q2 		$1.78M Sell
5,228
-237
-4% -$74.3K 1.59% 24
2023
Q1 		$1.58M Buy
5,465
+15
+0.3% +$3.83K 1.45% 25
2022
Q4 		$1.31M Buy
5,450
+177
+3% +$42.5K 1.27% 28
2022
Q3 		$1.23M Buy
5,273
+114
+2% +$30.1K 1.76% 14
2022
Q2 		$1.32M Sell
5,159
-294
-5% -$79.8K 1.53% 18
2022
Q1 		$1.68M Sell
5,453
-239
-4% -$71.9K 1.95% 14
2021
Q4 		$1.91M Sell
5,692
-172
-3% -$55.8K 2.06% 13
2021
Q3 		$1.65M Sell
5,864
-594
-9% -$173K 1.78% 15
2021
Q2 		$1.75M Buy
6,458
+1,073
+20% +$273K 1.87% 13
2021
Q1 		$1.27M Buy
5,385
+238
+5% +$55.2K 1.24% 37
2020
Q4 		$1.14M Buy
5,147
+126
+3% +$27.1K 1.24% 37
2020
Q3 		$1.06M Buy
5,021
+27
+0.5% +$5.67K 1.27% 31
2020
Q2 		$1.02M Buy
4,994
+169
+4% +$30.7K 1.14% 33
2020
Q1 		$761K Buy
4,825
+4,146
+611% +$682K 0.91% 30
2019
Q4 		$107K Buy
+679
New +$99.7K 0.1% 53

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lionsbridge Wealth Management's MSFT Position: Q2 2026 in Review

Lionsbridge Wealth Management reduced its Microsoft (MSFT) stake by 4.7% in Q2 2026, selling an estimated $68.4K and leaving 3,409 shares worth $1.27M. The position accounts for 1.25% of the portfolio, ranked #32.

Lionsbridge Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.15M in Q2 2024. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Lionsbridge Wealth Management held 3,409 shares of Microsoft worth $1.27M as of Q2 2026.
  • Lionsbridge Wealth Management sold 169 Microsoft shares in Q2 2026, an estimated $68.4K.
  • Microsoft made up 1.25% of Lionsbridge Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Lionsbridge Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Lionsbridge Wealth Management's Microsoft position peaked at $2.15M in Q2 2024.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.