Lodestone Wealth Management’s Microsoft MSFT Stock Holding History

Lodestone Wealth 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	$4.97M	Buy	13,317 +6	+0%	+$2.43K	1.75%	8
2026 Q1	$4.93M	Buy	13,311 +614	+5%	+$257K	1.95%	7
2025 Q4	$6.14M	Sell	12,697 -1,435	-10%	-$719K	2.5%	4
2025 Q3	$7.32M	Buy	14,132 +190	+1%	+$96.9K	3.29%	2
2025 Q2	$6.94M	Sell	13,942 -147	-1%	-$63.8K	3.38%	1
2025 Q1	$5.29M	Buy	14,089 +170	+1%	+$69.3K	2.81%	3
2024 Q4	$5.87M	Sell	13,919 -30	-0.2%	-$12.8K	2.94%	3
2024 Q3	$6M	Sell	13,949 -358	-3%	-$153K	3%	3
2024 Q2	$6.39M	Buy	14,307 +75	+0.5%	+$31.7K	3.37%	2
2024 Q1	$5.99M	Buy	14,232 +144	+1%	+$58.3K	3.14%	1
2023 Q4	$5.3M	Sell	14,088 -15	-0.1%	-$5.34K	3.07%	3
2023 Q3	$4.45M	Buy	14,103 +68	+0.5%	+$22.5K	3.12%	4
2023 Q2	$4.78M	Sell	14,035 -110	-0.8%	-$34.5K	3.27%	4
2023 Q1	$4.08M	Buy	14,145 +107	+0.8%	+$27.3K	3.14%	4
2022 Q4	$1.12M	Buy	+14,038	New	+$3.37M	0.91%	41

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Lodestone Wealth Management's MSFT Position: Q2 2026 in Review

Lodestone Wealth Management increased its Microsoft (MSFT) stake by 0.05% in Q2 2026, buying an estimated $2.43K and bringing the position to 13,317 shares worth $4.97M. The position accounts for 1.75% of the portfolio, ranked #8.

Lodestone Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.32M in Q3 2025. 2,543 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Lodestone Wealth Management held 13,317 shares of Microsoft worth $4.97M as of Q2 2026.
Lodestone Wealth Management bought 6 Microsoft shares in Q2 2026, an estimated $2.43K.
Microsoft made up 1.75% of Lodestone Wealth Management's portfolio in Q2 2026, its #8 holding.
Lodestone Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
Lodestone Wealth Management's Microsoft position peaked at $7.32M in Q3 2025.
2,543 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.