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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPWM LLC's MSFT Position: Q2 2026 in Review

LPWM LLC increased its Microsoft (MSFT) stake by 24% in Q2 2026, buying an estimated $175K and bringing the position to 2,239 shares worth $835K. The position accounts for 0.19% of the portfolio, ranked #58.

LPWM LLC first reported a position in MSFT in Q3 2020 and has held it in 22 quarters since. The position peaked at $858K in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

LPWM LLC held 2,239 shares of Microsoft worth $835K as of Q2 2026.
LPWM LLC bought 433 Microsoft shares in Q2 2026, an estimated $175K.
Microsoft made up 0.19% of LPWM LLC's portfolio in Q2 2026, its #58 holding.
LPWM LLC first reported a position in Microsoft in Q3 2020 and has held it in 22 quarters since.
LPWM LLC's Microsoft position peaked at $858K in Q4 2025.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.