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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
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 0.03% 29
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 $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