LRWA
MSFT icon

Long Run Wealth Advisors’s Microsoft MSFT Stock Holding History

Long Run Wealth Advisors’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
Q4 		$6.56M Buy
13,557
+321
+2% +$161K 1.24% 21
2025
Q3 		$6.86M Sell
13,236
-1,096
-8% -$559K 1.35% 20
2025
Q2 		$7.13M Sell
14,332
-1,814
-11% -$788K 1.5% 17
2025
Q1 		$6.06M Buy
16,146
+1,854
+13% +$756K 1.37% 19
2024
Q4 		$6.02M Sell
14,292
-337
-2% -$144K 1.44% 17
2024
Q3 		$6.29M Sell
14,629
-26
-0.2% -$11.1K 1.48% 16
2024
Q2 		$6.55M Sell
14,655
-386
-3% -$163K 1.66% 16
2024
Q1 		$6.33M Buy
15,041
+119
+0.8% +$48.2K 1.67% 15
2023
Q4 		$5.61M Buy
14,922
+654
+5% +$233K 1.62% 16
2023
Q3 		$4.51M Buy
14,268
+285
+2% +$94.2K 1.46% 19
2023
Q2 		$4.76M Sell
13,983
-810
-5% -$254K 1.52% 18
2023
Q1 		$4.26M Sell
14,793
-1,173
-7% -$299K 1.45% 21
2022
Q4 		$3.83M Buy
15,966
+415
+3% +$99.6K 1.38% 23
2022
Q3 		$3.62M Buy
15,551
+1,069
+7% +$282K 1.43% 21
2022
Q2 		$3.72M Buy
14,482
+68
+0.5% +$18.5K 1.44% 21
2022
Q1 		$4.44M Sell
14,414
-132
-0.9% -$39.7K 1.55% 19
2021
Q4 		$4.88M Buy
+14,546
New +$4.72M 1.7% 17

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Long Run Wealth Advisors's MSFT Position: Q4 2025 in Review

Long Run Wealth Advisors increased its Microsoft (MSFT) stake by 2.4% in Q4 2025, buying an estimated $161K and bringing the position to 13,557 shares worth $6.56M. The position accounts for 1.24% of the portfolio, ranked #21.

Long Run Wealth Advisors first reported a position in MSFT in Q4 2021 and has held it in 17 quarters since. The position peaked at $7.13M in Q2 2025. 6,290 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Long Run Wealth Advisors held 13,557 shares of Microsoft worth $6.56M as of Q4 2025.
  • Long Run Wealth Advisors bought 321 Microsoft shares in Q4 2025, an estimated $161K.
  • Microsoft made up 1.24% of Long Run Wealth Advisors's portfolio in Q4 2025, its #21 holding.
  • Long Run Wealth Advisors first reported a position in Microsoft in Q4 2021 and has held it in 17 quarters since.
  • Long Run Wealth Advisors's Microsoft position peaked at $7.13M in Q2 2025.
  • 6,290 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.