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LPF Advisors’s Microsoft MSFT Stock Holding History

LPF 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
Q1 		$276K Hold
736
– – 0.23% 23
2024
Q4 		$310K Hold
736
– – 0.26% 22
2024
Q3 		$317K Buy
736
+160
+28% +$68.4K 0.27% 21
2024
Q2 		$257K Buy
576
+72
+14% +$30.4K 0.24% 28
2024
Q1 		$212K Sell
504
-152
-23% -$61.5K 0.21% 26
2023
Q4 		$247K Buy
+656
New +$233K 0.26% 20

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPF Advisors's MSFT Position: Q1 2025 in Review

LPF Advisors held its Microsoft (MSFT) position steady in Q1 2025 at 736 shares worth $276K. The position accounts for 0.23% of the portfolio, ranked #23.

LPF Advisors first reported a position in MSFT in Q4 2023 and has held it in 6 quarters since. The position peaked at $317K in Q3 2024. 5,765 funds tracked by Wall St. Rank hold MSFT as of Q1 2025.

  • LPF Advisors held 736 shares of Microsoft worth $276K as of Q1 2025.
  • LPF Advisors left its Microsoft share count unchanged in Q1 2025.
  • Microsoft made up 0.23% of LPF Advisors's portfolio in Q1 2025, its #23 holding.
  • LPF Advisors first reported a position in Microsoft in Q4 2023 and has held it in 6 quarters since.
  • LPF Advisors's Microsoft position peaked at $317K in Q3 2024.
  • 5,765 funds tracked by Wall St. Rank held Microsoft as of Q1 2025.

Based on LPF Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.