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Lokken Investment Group’s Microsoft MSFT Stock Holding History

Lokken Investment 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
2025
Q3 		$6.65M Sell
12,843
-269
-2% -$137K 2.28% 12
2025
Q2 		$6.52M Buy
13,112
+310
+2% +$135K 2.51% 11
2025
Q1 		$4.81M Sell
12,802
-547
-4% -$223K 2.03% 14
2024
Q4 		$5.63M Sell
13,349
-312
-2% -$133K 2.43% 13
2024
Q3 		$5.88M Buy
13,661
+432
+3% +$185K 2.45% 8
2024
Q2 		$5.91M Buy
13,229
+547
+4% +$231K 2.78% 6
2024
Q1 		$5.34M Sell
12,682
-2
-0% -$810 2.66% 8
2023
Q4 		$4.77M Buy
12,684
+286
+2% +$102K 2.7% 9
2023
Q3 		$3.91M Buy
12,398
+118
+1% +$39K 2.57% 10
2023
Q2 		$4.18M Sell
12,280
-40
-0.3% -$12.5K 2.73% 9
2023
Q1 		$3.55M Buy
12,320
+20
+0.2% +$5.1K 2.7% 9
2022
Q4 		$2.95M Buy
12,300
+290
+2% +$69.6K 2.33% 12
2022
Q3 		$2.8M Buy
12,010
+34
+0.3% +$8.98K 2.41% 11
2022
Q2 		$3.08M Buy
11,976
+41
+0.3% +$11.1K 2.49% 10
2022
Q1 		$3.31M Sell
11,935
-157
-1% -$47.2K 2.63% 11
2021
Q4 		$4.07M Sell
12,092
-164
-1% -$53.2K 2.9% 7
2021
Q3 		$3.46M Sell
12,256
-182
-1% -$53K 2.74% 9
2021
Q2 		$3.37M Buy
12,438
+543
+5% +$138K 2.74% 8
2021
Q1 		$2.8M Sell
11,895
-504
-4% -$117K 2.48% 11
2020
Q4 		$2.76M Buy
+12,399
New +$2.67M 2.52% 10

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lokken Investment Group's MSFT Position: Q3 2025 in Review

Lokken Investment Group reduced its Microsoft (MSFT) stake by 2.1% in Q3 2025, selling an estimated $137K and leaving 12,843 shares worth $6.65M. The position accounts for 2.28% of the portfolio, ranked #12.

Lokken Investment Group first reported a position in MSFT in Q4 2020 and has held it in 20 quarters since. 5,848 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

  • Lokken Investment Group held 12,843 shares of Microsoft worth $6.65M as of Q3 2025.
  • Lokken Investment Group sold 269 Microsoft shares in Q3 2025, an estimated $137K.
  • Microsoft made up 2.28% of Lokken Investment Group's portfolio in Q3 2025, its #12 holding.
  • Lokken Investment Group first reported a position in Microsoft in Q4 2020 and has held it in 20 quarters since.
  • 5,848 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.