LPL Financial’s Microsoft MSFT Stock Holding History

LPL Financial’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 Q1	$2.89M	Buy	7,800 +2,600	+50%	+$1.09M	﹤0.01%	3165
2025 Q4	$2.51M	Buy	+5,200	New	+$2.61M	﹤0.01%	3178
2025 Q2	–	Sell	-1,200	Closed	-$450K	–	5645
2025 Q1	$450K	Buy	+1,200	New	+$489K	﹤0.01%	4260
2024 Q3	–	Sell	-1,000	Closed	-$447K	–	5252
2024 Q2	$447K	Buy	1,000 +969	+3,126%	+$409K	﹤0.01%	3961
2024 Q1	$1.3M	Sell	31 -569	-95%	-$230K	﹤0.01%	2943
2023 Q4	$226K	Buy	+600	New	+$214K	﹤0.01%	4303
2023 Q3	–	Sell	-1,300	Closed	-$443K	–	4757
2023 Q2	$443K	Buy	+1,300	New	+$407K	﹤0.01%	3538
2022 Q3	–	Sell	-4,100	Closed	-$1.05M	–	4478
2022 Q2	$1.05M	Buy	+4,100	New	+$1.11M	﹤0.01%	2549
2021 Q4	–	Sell	-2,000	Closed	-$564K	–	4418
2021 Q3	$564K	Buy	2,000 +1,000	+100%	+$291K	﹤0.01%	3109
2021 Q2	$271K	Buy	+1,000	New	+$254K	﹤0.01%	3664

Other funds holding MSFT

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial's MSFT Position: Q1 2026 in Review

LPL Financial increased its Microsoft (MSFT) stake by 3.3% in Q1 2026, buying an estimated $138M and bringing the position to 10,337,597 shares worth $3.83B. The position accounts for 1.02% of the portfolio, ranked #9.

LPL Financial first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.92B in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

LPL Financial held 10,337,597 shares of Microsoft worth $3.83B as of Q1 2026.
LPL Financial bought 329,577 Microsoft shares in Q1 2026, an estimated $138M.
Microsoft made up 1.02% of LPL Financial's portfolio in Q1 2026, its #9 holding.
LPL Financial first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
LPL Financial's Microsoft position peaked at $4.92B in Q3 2025.
6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.