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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
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 $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

Lloyd Advisory Services's MSFT Position: Q1 2026 in Review

Lloyd Advisory Services increased its Microsoft (MSFT) stake by 40% in Q1 2026, buying an estimated $172K and bringing the position to 1,435 shares worth $531K. The position accounts for 0.15% of the portfolio, ranked #75.

Lloyd Advisory Services first reported a position in MSFT in Q4 2019 and has held it in 24 quarters since. The position peaked at $10.9M in Q3 2023. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Lloyd Advisory Services held 1,435 shares of Microsoft worth $531K as of Q1 2026.
  • Lloyd Advisory Services bought 412 Microsoft shares in Q1 2026, an estimated $172K.
  • Microsoft made up 0.15% of Lloyd Advisory Services's portfolio in Q1 2026, its #75 holding.
  • Lloyd Advisory Services first reported a position in Microsoft in Q4 2019 and has held it in 24 quarters since.
  • Lloyd Advisory Services's Microsoft position peaked at $10.9M in Q3 2023.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.