LMR Partners’s Microsoft MSFT Stock Holding History

LMR 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	$24M	Buy	64,794 +38,294	+145%	+$16M	0.05%	188
2025 Q4	$12.8M	Sell	26,500 -105,559	-80%	-$52.9M	0.02%	293
2025 Q3	$68.4M	Buy	132,059 +111,255	+535%	+$56.8M	0.3%	55
2025 Q2	$10.3M	Buy	20,804 +664	+3%	+$288K	0.07%	273
2025 Q1	$7.56M	Sell	20,140 -57,431	-74%	-$23.4M	0.07%	306
2024 Q4	$32.7M	Buy	77,571 +24,270	+46%	+$10.3M	0.28%	72
2024 Q3	$22.9M	Buy	53,301 +3,927	+8%	+$1.68M	0.18%	101
2024 Q2	$22.1M	Sell	49,374 -201,431	-80%	-$85.1M	0.19%	104
2024 Q1	$106M	Buy	250,805 +144,440	+136%	+$58.5M	1.07%	13
2023 Q4	$40M	Sell	106,365 -50,539	-32%	-$18M	0.46%	39
2023 Q3	$49.5M	Buy	156,904 +1,902	+1%	+$629K	0.56%	34
2023 Q2	$52.8M	Buy	155,002 +16,977	+12%	+$5.32M	0.59%	32
2023 Q1	$39.8M	Buy	+138,025	New	+$35.2M	0.62%	31
2022 Q3	–	Sell	-166,753	Closed	-$42.8M	–	1278
2022 Q2	$42.8M	Buy	+166,753	New	+$45.3M	0.72%	11
2021 Q4	–	Sell	-52,354	Closed	-$14.8M	–	1232
2021 Q3	$14.8M	Buy	+52,354	New	+$15.2M	0.17%	116
2021 Q2	–	Sell	-46,015	Closed	-$10.8M	–	1254
2021 Q1	$10.8M	Buy	46,015 +12,745	+38%	+$2.96M	0.27%	79
2020 Q4	$7.4M	Sell	33,270 -158,781	-83%	-$34.1M	0.12%	82
2020 Q3	$40.4M	Sell	192,051 -2,074	-1%	-$436K	0.83%	14
2020 Q2	$39.5M	Buy	194,125 +168,393	+654%	+$30.6M	0.98%	15
2020 Q1	$4.12M	Buy	25,732 +8,244	+47%	+$1.36M	0.19%	83
2019 Q4	$2.76K	Sell	17,488 -10,996	-39%	-$1.62M	﹤0.01%	105
2019 Q3	$3.96M	Buy	28,484 +22,620	+386%	+$3.11M	0.2%	77
2019 Q2	$786K	Sell	5,864 -80,623	-93%	-$10.2M	0.03%	264
2019 Q1	$10.2M	Sell	86,487 -139,578	-62%	-$15.2M	0.52%	36
2018 Q4	$23M	Buy	+226,065	New	+$24.2M	1.13%	22
2018 Q3	–	Sell	-17,665	Closed	-$1.74M	–	448
2018 Q2	$1.74M	Sell	17,665 -22,607	-56%	-$2.19M	0.09%	130
2018 Q1	$3.44M	Hold	40,272	–	–	0.35%	45
2017 Q4	$3.44M	Sell	40,272 -14,470	-26%	-$1.19M	0.35%	45
2017 Q3	$4.08M	Buy	+54,742	New	+$4M	0.44%	41
2017 Q1	–	Sell	-34,595	Closed	-$2.15M	–	437
2016 Q4	$2.15M	Buy	+34,595	New	+$2.08M	0.33%	58
2016 Q3	–	Sell	-14,944	Closed	-$765K	–	429
2016 Q2	$765K	Sell	14,944 -336,226	-96%	-$17.5M	0.12%	227
2016 Q1	$19.4K	Buy	351,170 +183,615	+110%	+$9.63M	2.12%	5
2015 Q4	$9.3M	Buy	+167,555	New	+$8.82M	3.03%	7
2015 Q1	–	Sell	-26,595	Closed	-$1.24M	–	423
2014 Q4	$1.24M	Buy	+26,595	New	+$1.25M	0.16%	179

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LMR Partners's MSFT Position: Q1 2026 in Review

LMR Partners increased its Microsoft (MSFT) stake by 145% in Q1 2026, buying an estimated $16M and bringing the position to 64,794 shares worth $24M. The position accounts for 0.05% of the portfolio, ranked #188.

LMR Partners first reported a position in MSFT in Q4 2014 and has held it in 34 quarters since. The position peaked at $106M in Q1 2024. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

LMR Partners held 64,794 shares of Microsoft worth $24M as of Q1 2026.
LMR Partners bought 38,294 Microsoft shares in Q1 2026, an estimated $16M.
Microsoft made up 0.05% of LMR Partners's portfolio in Q1 2026, its #188 holding.
LMR Partners first reported a position in Microsoft in Q4 2014 and has held it in 34 quarters since.
LMR Partners's Microsoft position peaked at $106M in Q1 2024.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.