LOM Asset Management
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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
Q2 		$8.82M Buy
23,651
+354
+2% +$143K 2.28% 7
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 +$10M 3.86% 2

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LOM Asset Management's MSFT Position: Q2 2026 in Review

LOM Asset Management increased its Microsoft (MSFT) stake by 1.5% in Q2 2026, buying an estimated $143K and bringing the position to 23,651 shares worth $8.82M. The position accounts for 2.28% of the portfolio, ranked #7.

LOM Asset Management first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.1M in Q3 2025. 6,262 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • LOM Asset Management held 23,651 shares of Microsoft worth $8.82M as of Q2 2026.
  • LOM Asset Management bought 354 Microsoft shares in Q2 2026, an estimated $143K.
  • Microsoft made up 2.28% of LOM Asset Management's portfolio in Q2 2026, its #7 holding.
  • LOM Asset Management first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
  • LOM Asset Management's Microsoft position peaked at $12.1M in Q3 2025.
  • 6,262 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.