Lionsbridge Wealth Management
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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
Q3 		$1.58M Sell
3,077
-332
-10% -$154K 1.76% 22
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 +$100K 0.1% 53

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Lionsbridge Wealth Management's MSFT Position: Q3 2026 in Review

Lionsbridge Wealth Management reduced its Microsoft (MSFT) stake by 9.7% in Q3 2026, selling an estimated $154K and leaving 3,077 shares worth $1.58M. The position accounts for 1.76% of the portfolio, ranked #22.

Lionsbridge Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.15M in Q2 2024. 2,644 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Lionsbridge Wealth Management held 3,077 shares of Microsoft worth $1.58M as of Q3 2026.
  • Lionsbridge Wealth Management sold 332 Microsoft shares in Q3 2026, an estimated $154K.
  • Microsoft made up 1.76% of Lionsbridge Wealth Management's portfolio in Q3 2026, its #22 holding.
  • Lionsbridge Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 28 quarters since.
  • Lionsbridge Wealth Management's Microsoft position peaked at $2.15M in Q2 2024.
  • 2,644 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.