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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Lord & Richards Wealth Management's MSFT Position: Q2 2026 in Review

Lord & Richards Wealth Management increased its Microsoft (MSFT) stake by 2.4% in Q2 2026, buying an estimated $54.2K and bringing the position to 5,613 shares worth $2.09M. The position accounts for 1.64% of the portfolio, ranked #17.

Lord & Richards Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.55M in Q3 2025. 1,898 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Lord & Richards Wealth Management held 5,613 shares of Microsoft worth $2.09M as of Q2 2026.
Lord & Richards Wealth Management bought 134 Microsoft shares in Q2 2026, an estimated $54.2K.
Microsoft made up 1.64% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #17 holding.
Lord & Richards Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Lord & Richards Wealth Management's Microsoft position peaked at $2.55M in Q3 2025.
1,898 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.