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Live Oak Investment Partners’s Microsoft MSFT Stock Holding History

Live Oak Investment Partners’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
Q1 		$2.61M Buy
7,038
+1,247
+22% +$522K 1.54% 15
2025
Q4 		$2.8M Sell
5,791
-936
-14% -$469K 1.72% 18
2025
Q3 		$3.48M Sell
6,727
-175
-3% -$89.3K 2.31% 11
2025
Q2 		$3.43M Sell
6,902
-95
-1% -$41.3K 2.64% 11
2025
Q1 		$2.63M Buy
+6,997
New +$2.85M 2.07% 13
2024
Q4 		– Hold
0
– – – 11
2024
Q3 		– Hold
0
– – – 29
2024
Q2 		– Hold
0
– – – 24
2023
Q4 		– Hold
0
– – – 23
2023
Q3 		– Hold
0
– – – 27
2023
Q2 		– Hold
0
– – – 24
2023
Q1 		– Hold
0
– – – 24
2022
Q4 		– Hold
0
– – – 31

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Live Oak Investment Partners's MSFT Position: Q1 2026 in Review

Live Oak Investment Partners increased its Microsoft (MSFT) stake by 22% in Q1 2026, buying an estimated $522K and bringing the position to 7,038 shares worth $2.61M. The position accounts for 1.54% of the portfolio, ranked #15.

Live Oak Investment Partners first reported a position in MSFT in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.48M in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Live Oak Investment Partners held 7,038 shares of Microsoft worth $2.61M as of Q1 2026.
  • Live Oak Investment Partners bought 1,247 Microsoft shares in Q1 2026, an estimated $522K.
  • Microsoft made up 1.54% of Live Oak Investment Partners's portfolio in Q1 2026, its #15 holding.
  • Live Oak Investment Partners first reported a position in Microsoft in Q1 2025 and has held it in 5 quarters since.
  • Live Oak Investment Partners's Microsoft position peaked at $3.48M in Q3 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Live Oak Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.