Lorne Steinberg Wealth Management
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Lorne Steinberg Wealth Management’s Microsoft MSFT Stock Holding History

Lorne Steinberg 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 		$18.6M Buy
36,244
+252
+0.7% +$117K 3.92% 4
2026
Q2 		$13.4M Buy
35,992
+1,132
+3% +$458K 2.76% 10
2026
Q1 		$12.9M Buy
34,860
+6,801
+24% +$2.85M 3.06% 6
2025
Q4 		$13.6M Sell
28,059
-79
-0.3% -$39.6K 3.12% 5
2025
Q3 		$14.6M Sell
28,138
-366
-1% -$187K 3.51% 4
2025
Q2 		$14.2M Sell
28,504
-140
-0.5% -$60.8K 3.7% 2
2025
Q1 		$10.8M Buy
28,644
+145
+0.5% +$59.1K 3.13% 5
2024
Q4 		$12M Buy
28,499
+172
+0.6% +$73.3K 3.48% 3
2024
Q3 		$12.2M Buy
28,327
+55
+0.2% +$23.5K 3.52% 2
2024
Q2 		$12.6M Sell
28,272
-27
-0.1% -$11.4K 4.07% 1
2024
Q1 		$11.9M Sell
28,299
-18
-0.1% -$7.29K 3.72% 1
2023
Q4 		$10.6M Buy
28,317
+434
+2% +$154K 3.58% 2
2023
Q3 		$8.8M Sell
27,883
-197
-0.7% -$65.1K 3.39% 2
2023
Q2 		$9.6M Sell
28,080
-324
-1% -$102K 3.6% 1
2023
Q1 		$8.19M Buy
28,404
+115
+0.4% +$29.3K 3.27% 2
2022
Q4 		$6.78M Buy
28,289
+439
+2% +$105K 2.91% 9
2022
Q3 		$6.49M Sell
27,850
-11
-0% -$2.9K 3.15% 5
2022
Q2 		$7.16M Buy
27,861
+515
+2% +$140K 3.37% 2
2022
Q1 		$8.43M Buy
27,346
+2,161
+9% +$650K 3.89% 2
2021
Q4 		$8.47M Sell
25,185
-21
-0.1% -$6.81K 3.64% 2
2021
Q3 		$7.11M Sell
25,206
-3
-0% -$873 3.44% 5
2021
Q2 		$6.83M Buy
25,209
+268
+1% +$68.1K 3.36% 5
2021
Q1 		$5.88M Sell
24,941
-394
-2% -$91.4K 3.11% 7
2020
Q4 		$5.65M Buy
+25,335
New +$5.45M 3.52% 5

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Lorne Steinberg Wealth Management's MSFT Position: Q3 2026 in Review

Lorne Steinberg Wealth Management increased its Microsoft (MSFT) stake by 0.7% in Q3 2026, buying an estimated $117K and bringing the position to 36,244 shares worth $18.6M. The position accounts for 3.92% of the portfolio, ranked #4.

Lorne Steinberg Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. 2,898 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Lorne Steinberg Wealth Management held 36,244 shares of Microsoft worth $18.6M as of Q3 2026.
  • Lorne Steinberg Wealth Management bought 252 Microsoft shares in Q3 2026, an estimated $117K.
  • Microsoft made up 3.92% of Lorne Steinberg Wealth Management's portfolio in Q3 2026, its #4 holding.
  • Lorne Steinberg Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • 2,898 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.