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LOM Asset Management’s Microsoft MSFT Stock Holding History

LOM 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
Q1 		$8.62M Buy
23,297
+215
+0.9% +$90K 2.48% 4
2025
Q4 		$11.2M Sell
23,082
-244
-1% -$122K 3.23% 3
2025
Q3 		$12.1M Buy
23,326
+413
+2% +$211K 3.68% 3
2025
Q2 		$11.4M Buy
+22,913
New +$9.95M 3.86% 2

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LOM Asset Management's MSFT Position: Q1 2026 in Review

LOM Asset Management increased its Microsoft (MSFT) stake by 0.93% in Q1 2026, buying an estimated $90K and bringing the position to 23,297 shares worth $8.62M. The position accounts for 2.48% of the portfolio, ranked #4.

LOM Asset Management first reported a position in MSFT in Q2 2025 and has held it in 4 quarters since. The position peaked at $12.1M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • LOM Asset Management held 23,297 shares of Microsoft worth $8.62M as of Q1 2026.
  • LOM Asset Management bought 215 Microsoft shares in Q1 2026, an estimated $90K.
  • Microsoft made up 2.48% of LOM Asset Management's portfolio in Q1 2026, its #4 holding.
  • LOM Asset Management first reported a position in Microsoft in Q2 2025 and has held it in 4 quarters since.
  • LOM Asset Management's Microsoft position peaked at $12.1M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on LOM Asset Management's 13F filing for Q1 2026, filed 5 May 2026.