LPL Financial
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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 		$4.81M Sell
13,000
-1,900
-13% -$795K ﹤0.01% 2650
2025
Q4 		$7.21M Buy
14,900
+100
+0.7% +$50.1K ﹤0.01% 2223
2025
Q3 		$7.67M Buy
14,800
+2,700
+22% +$1.38M ﹤0.01% 2120
2025
Q2 		$6.02M Hold
12,100
– – ﹤0.01% 2164
2025
Q1 		$4.54M Buy
12,100
+100
+0.8% +$40.8K ﹤0.01% 2232
2024
Q4 		$5.06M Sell
12,000
-800
-6% -$341K ﹤0.01% 2076
2024
Q3 		$5.51M Buy
12,800
+900
+8% +$385K ﹤0.01% 1913
2024
Q2 		$5.32M Buy
11,900
+11,809
+12,977% +$4.99M ﹤0.01% 1795
2024
Q1 		$3.83M Sell
91
-8,909
-99% -$3.61M ﹤0.01% 1991
2023
Q4 		$3.38M Buy
9,000
+6,400
+246% +$2.28M ﹤0.01% 1972
2023
Q3 		$821K Buy
+2,600
New +$859K ﹤0.01% 3064
2022
Q4 		– Sell
-1,200
Closed -$279K – 4516
2022
Q3 		$279K Sell
1,200
-1,000
-45% -$264K ﹤0.01% 3656
2022
Q2 		$565K Buy
2,200
+500
+29% +$136K ﹤0.01% 3100
2022
Q1 		$524K Buy
+1,700
New +$511K ﹤0.01% 3163
2021
Q4 		– Sell
-1,200
Closed -$338K – 4419
2021
Q3 		$338K Hold
1,200
– – ﹤0.01% 3557
2021
Q2 		$325K Buy
+1,200
New +$305K ﹤0.01% 3527
2020
Q4 		– Sell
-1,000
Closed -$210K – 3842
2020
Q3 		$210K Hold
1,000
– – ﹤0.01% 3165
2020
Q2 		$204K Buy
+1,000
New +$182K ﹤0.01% 3117

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
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.