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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 		$109M Buy
294,600
+48,700
+20% +$20.4M 0.24% 41
2025
Q4 		$119M Buy
245,900
+235,700
+2,311% +$118M 0.22% 38
2025
Q3 		$5.28M Sell
10,200
-18,000
-64% -$9.18M 0.02% 498
2025
Q2 		$14M Buy
28,200
+5,400
+24% +$2.35M 0.1% 208
2025
Q1 		$8.56M Buy
22,800
+12,600
+124% +$5.14M 0.08% 281
2024
Q4 		$4.3M Hold
10,200
– – 0.04% 426
2024
Q3 		$4.39M Sell
10,200
-107,400
-91% -$45.9M 0.04% 400
2024
Q2 		$52.6M Buy
117,600
+93,400
+386% +$39.4M 0.44% 36
2024
Q1 		$10.2M Sell
24,200
-12,700
-34% -$5.14M 0.1% 189
2023
Q4 		$13.9M Buy
36,900
+25,000
+210% +$8.9M 0.16% 155
2023
Q3 		$3.76M Buy
+11,900
New +$3.93M 0.04% 297

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

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.