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 Q2	$4.51M	Sell	12,100 -103,800	-90%	-$42M	0.02%	691
2026 Q1	$42.9M	Buy	115,900 +42,600	+58%	+$17.8M	0.09%	117
2025 Q4	$35.4M	Buy	73,300 +61,500	+521%	+$30.8M	0.07%	133
2025 Q3	$6.11M	Sell	11,800 -8,400	-42%	-$4.29M	0.03%	458
2025 Q2	$10M	Sell	20,200 -8,100	-29%	-$3.52M	0.07%	286
2025 Q1	$10.6M	Sell	28,300 -187,200	-87%	-$76.3M	0.1%	226
2024 Q4	$90.8M	Hold	215,500	–	–	0.76%	19
2024 Q3	$92.7M	Buy	215,500 +196,200	+1,017%	+$83.9M	0.74%	21
2024 Q2	$8.63M	Sell	19,300 -9,300	-33%	-$3.93M	0.07%	234
2024 Q1	$12M	Buy	28,600 +15,200	+113%	+$6.15M	0.12%	160
2023 Q4	$5.04M	Hold	13,400	–	–	0.06%	301
2023 Q3	$4.23M	Buy	+13,400	New	+$4.43M	0.05%	276

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LMR Partners's MSFT Position: Q2 2026 in Review

LMR Partners increased its Microsoft (MSFT) stake by 56% in Q2 2026, buying an estimated $14.6M and bringing the position to 100,797 shares worth $37.6M. The position accounts for 0.14% of the portfolio, ranked #151.

LMR Partners first reported a position in MSFT in Q4 2014 and has held it in 35 quarters since. The position peaked at $106M in Q1 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

LMR Partners held 100,797 shares of Microsoft worth $37.6M as of Q2 2026.
LMR Partners bought 36,003 Microsoft shares in Q2 2026, an estimated $14.6M.
Microsoft made up 0.14% of LMR Partners's portfolio in Q2 2026, its #151 holding.
LMR Partners first reported a position in Microsoft in Q4 2014 and has held it in 35 quarters since.
LMR Partners's Microsoft position peaked at $106M in Q1 2024.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.