LGWM
MSFT icon

Litman Gregory Wealth Management’s Microsoft MSFT Stock Holding History

Litman Gregory 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
2025
Q4 		$19.3M Sell
39,818
-32
-0.1% -$16K 1.41% 16
2025
Q3 		$20.6M Sell
39,850
-819
-2% -$418K 1.53% 13
2025
Q2 		$20.2M Sell
40,669
-402
-1% -$175K 1.59% 14
2025
Q1 		$15.4M Buy
41,071
+13
+0% +$5.3K 1.32% 18
2024
Q4 		$17.3M Sell
41,058
-1,830
-4% -$779K 1.5% 17
2024
Q3 		$18.5M Buy
42,888
+3,446
+9% +$1.47M 1.54% 16
2024
Q2 		$17.6M Sell
39,442
-525
-1% -$222K 1.56% 15
2024
Q1 		$16.8M Sell
39,967
-446
-1% -$181K 1.52% 16
2023
Q4 		$15.2M Sell
40,413
-2,515
-6% -$895K 1.44% 17
2023
Q3 		$13.6M Buy
42,928
+42,164
+5,519% +$13.9M 1.4% 17
2023
Q2 		$260K Sell
764
-9,637
-93% -$3.02M 0.03% 75
2023
Q1 		$3M Buy
+10,401
New +$2.65M 1.12% 11
2022
Q4 		– Sell
-1,001
Closed -$233K – 80
2022
Q3 		$233K Buy
+1,001
New +$264K 0.04% 76
2022
Q1 		– Sell
-716
Closed -$241K – 74
2021
Q4 		$241K Sell
716
-1,428
-67% -$463K 0.04% 71
2021
Q3 		$604K Buy
2,144
+1,220
+132% +$355K 0.11% 48
2021
Q2 		$924K Buy
924
+880
+2,000% +$224K 0.17% 45
2021
Q1 		$10K Hold
44
– – ﹤0.01% 149
2020
Q4 		$10K Sell
44
-14
-24% -$3.01K ﹤0.01% 151
2020
Q3 		$12K Buy
58
+14
+32% +$2.94K ﹤0.01% 140
2020
Q2 		$9K Hold
44
– – ﹤0.01% 137
2020
Q1 		$7K Sell
44
-750
-94% -$123K ﹤0.01% 132
2019
Q4 		$125K Sell
794
-102
-11% -$15K 0.03% 66
2019
Q3 		$125K Sell
896
-852
-49% -$117K 0.03% 56
2019
Q2 		$234K Buy
+1,748
New +$222K 0.06% 44

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Litman Gregory Wealth Management's MSFT Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its Microsoft (MSFT) stake by 0.08% in Q4 2025, selling an estimated $16K and leaving 39,818 shares worth $19.3M. The position accounts for 1.41% of the portfolio, ranked #16.

Litman Gregory Wealth Management first reported a position in MSFT in Q2 2019 and has held it in 24 quarters since. The position peaked at $20.6M in Q3 2025. 6,314 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Litman Gregory Wealth Management held 39,818 shares of Microsoft worth $19.3M as of Q4 2025.
  • Litman Gregory Wealth Management sold 32 Microsoft shares in Q4 2025, an estimated $16K.
  • Microsoft made up 1.41% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #16 holding.
  • Litman Gregory Wealth Management first reported a position in Microsoft in Q2 2019 and has held it in 24 quarters since.
  • Litman Gregory Wealth Management's Microsoft position peaked at $20.6M in Q3 2025.
  • 6,314 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.