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Lockerman Financial Group’s Microsoft MSFT Stock Holding History

Lockerman Financial Group’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 		$550K Buy
1,474
+107
+8% +$43.3K 0.84% 34
2026
Q1 		$506K Sell
1,367
-43
-3% -$18K 0.91% 34
2025
Q4 		$682K Sell
1,410
-3,234
-70% -$1.62M 1.31% 18
2025
Q3 		$2.41M Buy
4,644
+475
+11% +$242K 3.03% 4
2025
Q2 		$2.07M Buy
4,169
+15
+0.4% +$6.51K 2.79% 6
2025
Q1 		$1.56M Sell
4,154
-31
-0.7% -$12.6K 2.36% 10
2024
Q4 		$1.76M Buy
4,185
+27
+0.6% +$11.5K 3% 5
2024
Q3 		$1.79M Buy
4,158
+81
+2% +$34.6K 3.03% 5
2024
Q2 		$1.82M Sell
4,077
-4
-0.1% -$1.69K 3.31% 3
2024
Q1 		$1.72M Buy
4,081
+464
+13% +$188K 3.28% 3
2023
Q4 		$1.36M Buy
3,617
+58
+2% +$20.6K 3.15% 4
2023
Q3 		$1.12M Sell
3,559
-39
-1% -$12.9K 3.02% 6
2023
Q2 		$1.23M Sell
3,598
-7
-0.2% -$2.19K 3.4% 5
2023
Q1 		$1.04M Buy
3,605
+45
+1% +$11.5K 2.86% 8
2022
Q4 		$854K Buy
3,560
+75
+2% +$18K 2.49% 11
2022
Q3 		$812K Buy
3,485
+261
+8% +$68.9K 2.34% 10
2022
Q2 		$828K Buy
3,224
+23
+0.7% +$6.24K 2.65% 10
2022
Q1 		$987K Buy
3,201
+238
+8% +$71.6K 2.67% 10
2021
Q4 		$996K Buy
+2,963
New +$961K 2.61% 10

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lockerman Financial Group's MSFT Position: Q2 2026 in Review

Lockerman Financial Group increased its Microsoft (MSFT) stake by 7.8% in Q2 2026, buying an estimated $43.3K and bringing the position to 1,474 shares worth $550K. The position accounts for 0.84% of the portfolio, ranked #34.

Lockerman Financial Group first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.41M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Lockerman Financial Group held 1,474 shares of Microsoft worth $550K as of Q2 2026.
  • Lockerman Financial Group bought 107 Microsoft shares in Q2 2026, an estimated $43.3K.
  • Microsoft made up 0.84% of Lockerman Financial Group's portfolio in Q2 2026, its #34 holding.
  • Lockerman Financial Group first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Lockerman Financial Group's Microsoft position peaked at $2.41M in Q3 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.