LSWM
MSFT icon

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
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 		$9.56M 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

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 $3.37T AUM 44.26% 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

Lorne Steinberg Wealth Management's MSFT Position: Q2 2026 in Review

Lorne Steinberg Wealth Management increased its Microsoft (MSFT) stake by 3.2% in Q2 2026, buying an estimated $458K and bringing the position to 35,992 shares worth $13.4M. The position accounts for 2.76% of the portfolio, ranked #10.

Lorne Steinberg Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $14.6M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Lorne Steinberg Wealth Management held 35,992 shares of Microsoft worth $13.4M as of Q2 2026.
  • Lorne Steinberg Wealth Management bought 1,132 Microsoft shares in Q2 2026, an estimated $458K.
  • Microsoft made up 2.76% of Lorne Steinberg Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Lorne Steinberg Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Lorne Steinberg Wealth Management's Microsoft position peaked at $14.6M in Q3 2025.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.