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LM Advisors’s Microsoft MSFT Stock Holding History

LM Advisors’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 		$15.2M Buy
40,679
+26,676
+191% +$10.8M 1.75% 13
2026
Q1 		$37.8K Sell
14,003
-3,017
-18% -$1.26M 0.6% 47
2025
Q4 		$35.2K Sell
17,020
-18,114
-52% -$9.08M 0.63% 44
2025
Q3 		$18.2M Sell
35,134
-199,948
-85% -$102M 2.62% 10
2025
Q2 		$117M Buy
235,082
+194,650
+481% +$84.5M 15.05% 1
2025
Q1 		$15.2M Buy
40,432
+3,728
+10% +$1.52M 2.73% 9
2024
Q4 		$15.5M Buy
36,704
+217
+0.6% +$92.4K 2.77% 10
2024
Q3 		$15.7M Buy
36,487
+364
+1% +$156K 3.19% 8
2024
Q2 		$16.1M Sell
36,123
-6,443
-15% -$2.72M 2.85% 7
2024
Q1 		$17.9M Buy
42,566
+5,657
+15% +$2.29M 2.84% 7
2023
Q4 		$14.1M Buy
+36,909
New +$13.1M 2.83% 8

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 $3.37T AUM 44.26% 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

LM Advisors's MSFT Position: Q2 2026 in Review

LM Advisors increased its Microsoft (MSFT) stake by 191% in Q2 2026, buying an estimated $10.8M and bringing the position to 40,679 shares worth $15.2M. The position accounts for 1.75% of the portfolio, ranked #13.

LM Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $117M in Q2 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • LM Advisors held 40,679 shares of Microsoft worth $15.2M as of Q2 2026.
  • LM Advisors bought 26,676 Microsoft shares in Q2 2026, an estimated $10.8M.
  • Microsoft made up 1.75% of LM Advisors's portfolio in Q2 2026, its #13 holding.
  • LM Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • LM Advisors's Microsoft position peaked at $117M in Q2 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.