LSP Investment Advisors’s Microsoft MSFT Stock Holding History

LSP Investment Advisors’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	$3.07M	Hold	8,280	–	–	2.23%	9
2025 Q4	$4M	Hold	8,280	–	–	2.13%	10
2025 Q3	$4.29M	Hold	8,280	–	–	2.58%	10
2025 Q2	$4.12M	Hold	8,280	–	–	2.95%	6
2025 Q1	$3.11M	Hold	8,280	–	–	2.67%	9
2024 Q4	$3.49M	Hold	8,280	–	–	2.44%	8
2024 Q3	$3.56M	Hold	8,280	–	–	1.92%	10
2024 Q2	$3.7M	Hold	8,280	–	–	2.1%	10
2024 Q1	$3.48M	Hold	8,280	–	–	1.88%	8
2023 Q4	$3.11M	Hold	8,280	–	–	1.47%	8
2023 Q3	$2.61M	Hold	8,280	–	–	1.29%	8
2023 Q2	$2.82M	Hold	8,280	–	–	1.58%	7
2023 Q1	$2.39M	Hold	8,280	–	–	1.34%	9
2022 Q4	$1.99M	Hold	8,280	–	–	0.87%	11
2022 Q3	$1.93M	Hold	8,280	–	–	0.82%	12
2022 Q2	$2.13M	Hold	8,280	–	–	0.84%	13
2022 Q1	$2.55M	Hold	8,280	–	–	0.78%	13
2021 Q4	$2.79M	Hold	8,280	–	–	1.19%	12
2021 Q3	$2.33M	Buy	+8,280	New	+$2.41M	0.94%	13

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

LSP Investment Advisors's MSFT Position: Q1 2026 in Review

LSP Investment Advisors held its Microsoft (MSFT) position steady in Q1 2026 at 8,280 shares worth $3.07M. The position accounts for 2.23% of the portfolio, ranked #9.

LSP Investment Advisors first reported a position in MSFT in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.29M in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

LSP Investment Advisors held 8,280 shares of Microsoft worth $3.07M as of Q1 2026.
LSP Investment Advisors left its Microsoft share count unchanged in Q1 2026.
Microsoft made up 2.23% of LSP Investment Advisors's portfolio in Q1 2026, its #9 holding.
LSP Investment Advisors first reported a position in Microsoft in Q3 2021 and has held it in 19 quarters since.
LSP Investment Advisors's Microsoft position peaked at $4.29M in Q3 2025.
6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on LSP Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.