LPWM LLC
MSFT icon

LPWM LLC’s Microsoft MSFT Stock Holding History

LPWM 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
Q3 		$1.19M Buy
2,329
+90
+4% +$41.6K 0.26% 45
2026
Q2 		$835K Buy
2,239
+433
+24% +$175K 0.19% 58
2026
Q1 		$669K Buy
1,806
+31
+2% +$13K 0.17% 58
2025
Q4 		$858K Buy
1,775
+465
+35% +$233K 0.22% 46
2025
Q3 		$678K Buy
1,310
+16
+1% +$8.16K 0.18% 51
2025
Q2 		$644K Hold
1,294
– – 0.19% 49
2025
Q1 		$486K Buy
1,294
+90
+7% +$36.7K 0.16% 55
2024
Q4 		$507K Hold
1,204
– – 0.16% 54
2024
Q3 		$502K Hold
1,204
– – 0.16% 52
2024
Q2 		$561K Buy
1,204
+2
+0.2% +$845 0.19% 49
2024
Q1 		$509K Hold
1,202
– – 0.19% 46
2023
Q4 		$442K Buy
1,202
+386
+47% +$137K 0.17% 46
2023
Q3 		$263K Hold
816
– – 0.12% 53
2023
Q2 		$276K Hold
816
– – 0.12% 53
2023
Q1 		$235K Buy
+816
New +$208K 0.11% 59
2022
Q3 		– Sell
-816
Closed -$218K – 62
2022
Q2 		$218K Hold
816
– – 0.12% 57
2022
Q1 		$246K Sell
816
-62
-7% -$18.7K 0.12% 62
2021
Q4 		$295K Hold
878
– – 0.16% 55
2021
Q3 		$254K Sell
878
-156
-15% -$45.4K 0.15% 51
2021
Q2 		$287K Hold
1,034
– – 0.17% 50
2021
Q1 		$251K Sell
1,034
-50
-5% -$11.6K 0.17% 50
2020
Q4 		$241K Buy
1,084
+56
+5% +$12K 0.18% 49
2020
Q3 		$218K Buy
+1,028
New +$216K 0.18% 47

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

LPWM LLC's MSFT Position: Q3 2026 in Review

LPWM LLC increased its Microsoft (MSFT) stake by 4% in Q3 2026, buying an estimated $41.6K and bringing the position to 2,329 shares worth $1.19M. The position accounts for 0.26% of the portfolio, ranked #45.

LPWM LLC first reported a position in MSFT in Q3 2020 and has held it in 23 quarters since. 1,948 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • LPWM LLC held 2,329 shares of Microsoft worth $1.19M as of Q3 2026.
  • LPWM LLC bought 90 Microsoft shares in Q3 2026, an estimated $41.6K.
  • Microsoft made up 0.26% of LPWM LLC's portfolio in Q3 2026, its #45 holding.
  • LPWM LLC first reported a position in Microsoft in Q3 2020 and has held it in 23 quarters since.
  • 1,948 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.