Lord & Richards Wealth Management’s Microsoft MSFT Stock Holding History

Lord & Richards 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	$2.77M	Sell	5,406 -207	-4%	-$95.7K	2.12%	13
2026 Q2	$2.09M	Buy	5,613 +134	+2%	+$54.2K	1.64%	17
2026 Q1	$2.03M	Buy	5,479 +1,573	+40%	+$658K	1.78%	16
2025 Q4	$1.89M	Sell	3,906 -1,011	-21%	-$507K	1.62%	16
2025 Q3	$2.55M	Buy	4,917 +110	+2%	+$56.1K	2.33%	10
2025 Q2	$2.39M	Buy	4,807 +69	+1%	+$30K	2.5%	9
2025 Q1	$1.78M	Buy	4,738 +2,556	+117%	+$1.04M	2.02%	11
2024 Q4	$920K	Buy	+2,182	New	+$929K	1.94%	13

Other funds holding MSFT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Lord & Richards Wealth Management's MSFT Position: Q3 2026 in Review

Lord & Richards Wealth Management reduced its Microsoft (MSFT) stake by 3.7% in Q3 2026, selling an estimated $95.7K and leaving 5,406 shares worth $2.77M. The position accounts for 2.12% of the portfolio, ranked #13.

Lord & Richards Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Lord & Richards Wealth Management held 5,406 shares of Microsoft worth $2.77M as of Q3 2026.
Lord & Richards Wealth Management sold 207 Microsoft shares in Q3 2026, an estimated $95.7K.
Microsoft made up 2.12% of Lord & Richards Wealth Management's portfolio in Q3 2026, its #13 holding.
Lord & Richards Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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