Lountzis Asset Management’s Microsoft MSFT Stock Holding History

Lountzis Asset 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	$667K	Buy	1,789 +470	+36%	+$190K	0.21%	29
2026 Q1	$488K	Buy	1,319 +75	+6%	+$31.4K	0.18%	36
2025 Q4	$602K	Sell	1,244 -138	-10%	-$69.2K	0.21%	33
2025 Q3	$716K	Hold	1,382	–	–	0.23%	30
2025 Q2	$687K	Hold	1,382	–	–	0.24%	32
2025 Q1	$541K	Buy	1,382 +271	+24%	+$110K	0.2%	33
2024 Q4	$468K	Hold	1,111	–	–	0.2%	34
2024 Q3	$478K	Buy	1,111 +8	+0.7%	+$3.42K	0.2%	35
2024 Q2	$493K	Hold	1,103	–	–	0.23%	32
2024 Q1	$464K	Hold	1,103	–	–	0.22%	32
2023 Q4	$415K	Buy	1,103 +140	+15%	+$49.8K	0.23%	34
2023 Q3	$304K	Hold	963	–	–	0.17%	40
2023 Q2	$312K	Hold	963	–	–	0.17%	39
2023 Q1	$278K	Hold	963	–	–	0.16%	42
2022 Q4	$247K	Hold	963	–	–	0.15%	29
2022 Q3	$224K	Sell	963 -88	-8%	-$23.2K	0.15%	29
2022 Q2	$269K	Hold	1,051	–	–	0.18%	28
2022 Q1	$324K	Hold	1,051	–	–	0.18%	28
2021 Q4	$353K	Hold	1,051	–	–	0.2%	27
2021 Q3	$296K	Hold	1,051	–	–	0.18%	28
2021 Q2	$284K	Hold	1,051	–	–	0.17%	28
2021 Q1	$248K	Hold	1,051	–	–	0.17%	28
2020 Q4	$234K	Hold	1,051	–	–	0.17%	28
2020 Q3	$221K	Hold	1,051	–	–	0.19%	27
2020 Q2	$214K	Buy	+1,051	New	+$191K	0.2%	27

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lountzis Asset Management's MSFT Position: Q2 2026 in Review

Lountzis Asset Management increased its Microsoft (MSFT) stake by 36% in Q2 2026, buying an estimated $190K and bringing the position to 1,789 shares worth $667K. The position accounts for 0.21% of the portfolio, ranked #29.

Lountzis Asset Management first reported a position in MSFT in Q2 2020 and has held it in 25 quarters since. The position peaked at $716K in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Lountzis Asset Management held 1,789 shares of Microsoft worth $667K as of Q2 2026.
Lountzis Asset Management bought 470 Microsoft shares in Q2 2026, an estimated $190K.
Microsoft made up 0.21% of Lountzis Asset Management's portfolio in Q2 2026, its #29 holding.
Lountzis Asset Management first reported a position in Microsoft in Q2 2020 and has held it in 25 quarters since.
Lountzis Asset Management's Microsoft position peaked at $716K in Q3 2025.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Lountzis Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.