LRZ Capital’s Microsoft MSFT Stock Holding History

LRZ Capital’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	$14.2M	Sell	38,110 -12,395	-25%	-$5.02M	7.2%	4
2026 Q1	$18.7M	Buy	50,505 +10,510	+26%	+$4.4M	9.36%	4
2025 Q4	$19.3M	Buy	+39,995	New	+$20M	8.73%	4

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

LRZ Capital's MSFT Position: Q2 2026 in Review

LRZ Capital reduced its Microsoft (MSFT) stake by 25% in Q2 2026, selling an estimated $5.02M and leaving 38,110 shares worth $14.2M. The position accounts for 7.2% of the portfolio, ranked #4.

LRZ Capital first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.3M in Q4 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

LRZ Capital held 38,110 shares of Microsoft worth $14.2M as of Q2 2026.
LRZ Capital sold 12,395 Microsoft shares in Q2 2026, an estimated $5.02M.
Microsoft made up 7.2% of LRZ Capital's portfolio in Q2 2026, its #4 holding.
LRZ Capital first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
LRZ Capital's Microsoft position peaked at $19.3M in Q4 2025.
6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on LRZ Capital's 13F filing for Q2 2026, filed 3 Aug 2026.