Lodestar Private Asset Management’s Microsoft MSFT Stock Holding History

Lodestar Private Asset Management’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	$3.33M	Sell	8,923 -528	-6%	-$214K	0.29%	63
2026 Q1	$3.5M	Buy	9,451 +97	+1%	+$40.6K	0.35%	55
2025 Q4	$4.52M	Sell	9,354 -66	-0.7%	-$33.1K	0.45%	53
2025 Q3	$4.88M	Buy	9,420 +32	+0.3%	+$16.3K	0.51%	50
2025 Q2	$4.67M	Sell	9,388 -91	-1%	-$39.5K	0.54%	48
2025 Q1	$3.56M	Sell	9,479 -272	-3%	-$111K	0.45%	54
2024 Q4	$4.11M	Sell	9,751 -36	-0.4%	-$15.3K	0.51%	46
2024 Q3	$4.21M	Buy	9,787 +40	+0.4%	+$17.1K	0.54%	45
2024 Q2	$4.36M	Buy	9,747 +524	+6%	+$221K	0.6%	42
2024 Q1	$3.88M	Buy	9,223 +180	+2%	+$72.9K	0.55%	47
2023 Q4	$3.4M	Sell	9,043 -1,055	-10%	-$376K	0.52%	46
2023 Q3	$3.19M	Sell	10,098 -277	-3%	-$91.5K	0.55%	48
2023 Q2	$3.53M	Buy	10,375 +149	+1%	+$46.7K	0.59%	46
2023 Q1	$2.95M	Sell	10,226 -7	-0.1%	-$1.79K	0.53%	47
2022 Q4	$2.45M	Buy	+10,233	New	+$2.46M	0.47%	51

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

Lodestar Private Asset Management's MSFT Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its Microsoft (MSFT) stake by 5.6% in Q2 2026, selling an estimated $214K and leaving 8,923 shares worth $3.33M. The position accounts for 0.29% of the portfolio, ranked #63.

Lodestar Private Asset Management first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.88M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Lodestar Private Asset Management held 8,923 shares of Microsoft worth $3.33M as of Q2 2026.
Lodestar Private Asset Management sold 528 Microsoft shares in Q2 2026, an estimated $214K.
Microsoft made up 0.29% of Lodestar Private Asset Management's portfolio in Q2 2026, its #63 holding.
Lodestar Private Asset Management first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
Lodestar Private Asset Management's Microsoft position peaked at $4.88M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.