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Lowery Thomas LLC’s Microsoft MSFT Stock Holding History

Lowery Thomas LLC’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 		$467K Buy
1,252
+2
+0.2% +$809 0.23% 45
2026
Q1 		$463K Buy
1,250
+1
+0.1% +$418 0.26% 44
2025
Q4 		$604K Buy
1,249
+2
+0.2% +$1K 0.34% 43
2025
Q3 		$646K Buy
1,247
+1
+0.1% +$510 0.37% 42
2025
Q2 		$620K Sell
1,246
-100
-7% -$43.4K 0.4% 41
2025
Q1 		$505K Sell
1,346
-57
-4% -$23.2K 0.35% 43
2024
Q4 		$591K Buy
1,403
+161
+13% +$68.6K 0.39% 41
2024
Q3 		$534K Buy
1,242
+2
+0.2% +$855 0.36% 42
2024
Q2 		$554K Buy
1,240
+102
+9% +$43.1K 0.4% 36
2024
Q1 		$479K Sell
1,138
-130
-10% -$52.6K 0.37% 36
2023
Q4 		$477K Sell
1,268
-79
-6% -$28.1K 0.41% 38
2023
Q3 		$425K Buy
1,347
+2
+0.1% +$661 0.41% 38
2023
Q2 		$458K Buy
1,345
+370
+38% +$116K 0.45% 34
2023
Q1 		$281K Sell
975
-32
-3% -$8.16K 0.31% 39
2022
Q4 		$242K Sell
1,007
-93
-8% -$22.3K 0.29% 35
2022
Q3 		$257K Buy
1,100
+3
+0.3% +$792 0.3% 38
2022
Q2 		$282K Sell
1,097
-804
-42% -$218K 0.27% 39
2022
Q1 		$586K Buy
1,901
+334
+21% +$100K 0.45% 36
2021
Q4 		$527K Buy
+1,567
New +$508K 0.36% 40

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

Lowery Thomas LLC's MSFT Position: Q2 2026 in Review

Lowery Thomas LLC increased its Microsoft (MSFT) stake by 0.16% in Q2 2026, buying an estimated $809 and bringing the position to 1,252 shares worth $467K. The position accounts for 0.23% of the portfolio, ranked #45.

Lowery Thomas LLC first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $646K in Q3 2025. 6,234 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Lowery Thomas LLC held 1,252 shares of Microsoft worth $467K as of Q2 2026.
  • Lowery Thomas LLC bought 2 Microsoft shares in Q2 2026, an estimated $809.
  • Microsoft made up 0.23% of Lowery Thomas LLC's portfolio in Q2 2026, its #45 holding.
  • Lowery Thomas LLC first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Lowery Thomas LLC's Microsoft position peaked at $646K in Q3 2025.
  • 6,234 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Lowery Thomas LLC's 13F filing for Q2 2026, filed 29 Jul 2026.