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Lloyd Advisory Services’s Microsoft MSFT Stock Holding History

Lloyd Advisory Services’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 		$317K Sell
850
-585
-41% -$237K 0.12% 87
2026
Q1 		$531K Buy
1,435
+412
+40% +$172K 0.15% 75
2025
Q4 		$495K Sell
1,023
-1,624
-61% -$814K 0.19% 59
2025
Q3 		$1.37M Buy
2,647
+177
+7% +$90.3K 0.65% 30
2025
Q2 		$1.23M Buy
2,470
+142
+6% +$61.7K 0.59% 36
2025
Q1 		$874K Sell
2,328
-239
-9% -$97.4K 0.44% 40
2024
Q4 		$1.08M Sell
2,567
-195
-7% -$83.1K 0.51% 40
2024
Q3 		$1.19M Buy
2,762
+111
+4% +$47.4K 0.57% 37
2024
Q2 		$1.18M Sell
2,651
-18,961
-88% -$8.01M 0.56% 38
2024
Q1 		$9.09M Buy
21,612
+16,025
+287% +$6.49M 1.94% 9
2023
Q4 		$2.1M Sell
5,587
-28,879
-84% -$10.3M 1% 22
2023
Q3 		$10.9M Buy
+34,466
New +$11.4M 3.58% 4
2022
Q4 		$615K Buy
2,565
+207
+9% +$49.7K 0.43% 33
2022
Q3 		$550K Sell
2,358
-656
-22% -$173K 0.4% 31
2022
Q2 		$774K Buy
3,014
+382
+15% +$104K 0.6% 25
2022
Q1 		$812K Buy
2,632
+862
+49% +$259K 0.38% 36
2021
Q4 		$595K Buy
1,770
+110
+7% +$35.7K 0.27% 43
2021
Q3 		$468K Buy
1,660
+297
+22% +$86.4K 0.24% 39
2021
Q2 		$369K Buy
1,363
+137
+11% +$34.8K 0.19% 46
2021
Q1 		$289K Buy
1,226
+856
+231% +$199K 0.16% 45
2020
Q4 		$82K Buy
370
+14
+4% +$3.01K 0.04% 92
2020
Q3 		$75K Buy
356
+33
+10% +$6.93K 0.05% 87
2020
Q2 		$66K Sell
323
-7
-2% -$1.27K 0.04% 91
2020
Q1 		$52K Sell
330
-577
-64% -$94.9K 0.04% 85
2019
Q4 		$143K Buy
+907
New +$133K 0.13% 81

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 $3.38T AUM 44.17% 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

Lloyd Advisory Services's MSFT Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Microsoft (MSFT) stake by 41% in Q2 2026, selling an estimated $237K and leaving 850 shares worth $317K. The position accounts for 0.12% of the portfolio, ranked #87.

Lloyd Advisory Services first reported a position in MSFT in Q4 2019 and has held it in 25 quarters since. The position peaked at $10.9M in Q3 2023. 6,253 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Lloyd Advisory Services held 850 shares of Microsoft worth $317K as of Q2 2026.
  • Lloyd Advisory Services sold 585 Microsoft shares in Q2 2026, an estimated $237K.
  • Microsoft made up 0.12% of Lloyd Advisory Services's portfolio in Q2 2026, its #87 holding.
  • Lloyd Advisory Services first reported a position in Microsoft in Q4 2019 and has held it in 25 quarters since.
  • Lloyd Advisory Services's Microsoft position peaked at $10.9M in Q3 2023.
  • 6,253 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.