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LMG Wealth Partners’s Microsoft MSFT Stock Holding History

LMG Wealth 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 		$13.3M Buy
35,954
+2,736
+8% +$1.14M 2.43% 7
2025
Q4 		$16.1M Sell
33,218
-662
-2% -$332K 3% 4
2025
Q3 		$17.5M Sell
33,880
-78
-0.2% -$39.8K 3.26% 4
2025
Q2 		$16.9M Sell
33,958
-223
-0.7% -$96.8K 3.47% 3
2025
Q1 		$12.8M Sell
34,181
-28
-0.1% -$11.4K 2.86% 5
2024
Q4 		$14.4M Buy
34,209
+416
+1% +$177K 3.14% 5
2024
Q3 		$14.5M Buy
33,793
+361
+1% +$154K 3.33% 4
2024
Q2 		$14.9M Buy
33,432
+160
+0.5% +$67.6K 3.73% 3
2024
Q1 		$14M Buy
33,272
+1,172
+4% +$474K 3.53% 3
2023
Q4 		$12.1M Buy
32,100
+5,736
+22% +$2.04M 3.35% 4
2023
Q3 		$8.32M Buy
26,364
+62
+0.2% +$20.5K 2.54% 10
2023
Q2 		$8.96M Sell
26,302
-260
-1% -$81.5K 2.74% 8
2023
Q1 		$7.66M Buy
26,562
+205
+0.8% +$52.3K 2.47% 10
2022
Q4 		$6.33M Buy
+26,357
New +$6.33M 2.09% 16

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

LMG Wealth Partners's MSFT Position: Q1 2026 in Review

LMG Wealth Partners increased its Microsoft (MSFT) stake by 8.2% in Q1 2026, buying an estimated $1.14M and bringing the position to 35,954 shares worth $13.3M. The position accounts for 2.43% of the portfolio, ranked #7.

LMG Wealth Partners first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $17.5M in Q3 2025. 6,195 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • LMG Wealth Partners held 35,954 shares of Microsoft worth $13.3M as of Q1 2026.
  • LMG Wealth Partners bought 2,736 Microsoft shares in Q1 2026, an estimated $1.14M.
  • Microsoft made up 2.43% of LMG Wealth Partners's portfolio in Q1 2026, its #7 holding.
  • LMG Wealth Partners first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • LMG Wealth Partners's Microsoft position peaked at $17.5M in Q3 2025.
  • 6,195 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.