Lowe Wealth Advisors’s Microsoft MSFT Stock Holding History

Lowe Wealth Advisors’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
2025 Q3	$1.54M	Sell	2,978 -20	-0.7%	-$10.2K	0.56%	19
2025 Q2	$1.49M	Sell	2,998 -23	-0.8%	-$9.99K	0.58%	18
2025 Q1	$1.13M	Buy	3,021 +547	+22%	+$223K	0.48%	23
2024 Q4	$1.04M	Sell	2,474 -273	-10%	-$116K	0.44%	22
2024 Q3	$1.18M	Buy	2,747 +58	+2%	+$24.8K	0.51%	19
2024 Q2	$1.2M	Sell	2,689 -60	-2%	-$25.3K	0.55%	19
2024 Q1	$1.16M	Buy	2,749 +70	+3%	+$28.3K	0.54%	19
2023 Q4	$1.01M	Sell	2,679 -156	-6%	-$55.5K	0.5%	20
2023 Q3	$895K	Buy	2,835 +1	+0%	+$330	0.48%	20
2023 Q2	$965K	Sell	2,834 -10	-0.4%	-$3.13K	0.49%	20
2023 Q1	$820K	Sell	2,844 -60	-2%	-$15.3K	0.44%	19
2022 Q4	$696K	Buy	2,904 +18	+0.6%	+$4.32K	0.38%	22
2022 Q3	$672K	Buy	2,886 +65	+2%	+$17.2K	0.4%	21
2022 Q2	$724K	Hold	2,821	–	–	0.4%	23
2022 Q1	$870K	Buy	2,821 +1	+0%	+$301	0.39%	27
2021 Q4	$949K	Hold	2,820	–	–	0.42%	25
2021 Q3	$795K	Hold	2,820	–	–	0.38%	24
2021 Q2	$764K	Hold	2,820	–	–	0.37%	23
2021 Q1	$665K	Buy	2,820 +34	+1%	+$7.89K	0.33%	23
2020 Q4	$620K	Sell	2,786 -146	-5%	-$31.4K	0.31%	23
2020 Q3	$617K	Buy	2,932 +52	+2%	+$10.9K	0.34%	21
2020 Q2	$586K	Buy	2,880 +1	+0%	+$182	0.35%	20
2020 Q1	$454K	Sell	2,879 -444	-13%	-$73K	0.32%	20
2019 Q4	$524K	Buy	3,323 +20	+0.6%	+$2.94K	0.29%	22
2019 Q3	$459K	Hold	3,303	–	–	0.27%	23
2019 Q2	$442K	Sell	3,303 -21	-0.6%	-$2.67K	0.27%	23
2019 Q1	$392K	Hold	3,324	–	–	0.24%	25
2018 Q4	$338K	Sell	3,324 -99	-3%	-$10.6K	0.23%	23
2018 Q3	$392K	Hold	3,423	–	–	0.23%	27
2018 Q2	$338K	Buy	3,423 +1	+0%	+$97	0.21%	28
2018 Q1	$312K	Buy	3,422 +111	+3%	+$10.2K	0.2%	29
2017 Q4	$283K	Buy	3,311 +1	+0%	+$82	0.17%	30
2017 Q3	$247K	Buy	3,310 +1	+0%	+$73	0.15%	33
2017 Q2	$228K	Hold	3,309	–	–	0.15%	34
2017 Q1	$218K	Sell	3,309 -199	-6%	-$12.8K	0.14%	32
2016 Q4	$218K	Sell	3,508 -629	-15%	-$37.8K	0.15%	32
2016 Q3	$238K	Buy	4,137 +931	+29%	+$52.6K	0.16%	31
2016 Q2	$164K	Buy	3,206 +44	+1%	+$2.29K	0.11%	33
2016 Q1	$175K	Buy	3,162 +1	+0%	+$52	0.12%	34
2015 Q4	$175K	Buy	3,161 +1	+0%	+$53	0.12%	34
2015 Q3	$140K	Sell	3,160 -99	-3%	-$4.45K	0.11%	31
2015 Q2	$144K	Buy	3,259 +1	+0%	+$46	0.1%	38
2015 Q1	$132K	Buy	3,258 +101	+3%	+$4.4K	0.09%	39
2014 Q4	$147K	Buy	+3,157	New	+$148K	0.11%	32

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lowe Wealth Advisors's MSFT Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its Microsoft (MSFT) stake by 0.67% in Q3 2025, selling an estimated $10.2K and leaving 2,978 shares worth $1.54M. The position accounts for 0.56% of the portfolio, ranked #19.

Lowe Wealth Advisors first reported a position in MSFT in Q4 2014 and has held it in 44 quarters since. 5,848 funds tracked by Wall St. Rank hold MSFT as of Q3 2025.

Lowe Wealth Advisors held 2,978 shares of Microsoft worth $1.54M as of Q3 2025.
Lowe Wealth Advisors sold 20 Microsoft shares in Q3 2025, an estimated $10.2K.
Microsoft made up 0.56% of Lowe Wealth Advisors's portfolio in Q3 2025, its #19 holding.
Lowe Wealth Advisors first reported a position in Microsoft in Q4 2014 and has held it in 44 quarters since.
5,848 funds tracked by Wall St. Rank held Microsoft as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.