Lodestone Wealth Management
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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
Q3 		$7.4M Buy
14,434
+1,117
+8% +$517K 2.49% 5
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
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Lodestone Wealth Management's MSFT Position: Q3 2026 in Review

Lodestone Wealth Management increased its Microsoft (MSFT) stake by 8.4% in Q3 2026, buying an estimated $517K and bringing the position to 14,434 shares worth $7.4M. The position accounts for 2.49% of the portfolio, ranked #5.

Lodestone Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 16 quarters since. 2,603 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Lodestone Wealth Management held 14,434 shares of Microsoft worth $7.4M as of Q3 2026.
  • Lodestone Wealth Management bought 1,117 Microsoft shares in Q3 2026, an estimated $517K.
  • Microsoft made up 2.49% of Lodestone Wealth Management's portfolio in Q3 2026, its #5 holding.
  • Lodestone Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 16 quarters since.
  • 2,603 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.