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 Q2	$2.27M	Sell	6,088 -2,192	-26%	-$887K	2.09%	10
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 $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

LSP Investment Advisors's MSFT Position: Q2 2026 in Review

LSP Investment Advisors reduced its Microsoft (MSFT) stake by 26% in Q2 2026, selling an estimated $887K and leaving 6,088 shares worth $2.27M. The position accounts for 2.09% of the portfolio, ranked #10.

LSP Investment Advisors first reported a position in MSFT in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.29M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

LSP Investment Advisors held 6,088 shares of Microsoft worth $2.27M as of Q2 2026.
LSP Investment Advisors sold 2,192 Microsoft shares in Q2 2026, an estimated $887K.
Microsoft made up 2.09% of LSP Investment Advisors's portfolio in Q2 2026, its #10 holding.
LSP Investment Advisors first reported a position in Microsoft in Q3 2021 and has held it in 20 quarters since.
LSP Investment Advisors's Microsoft position peaked at $4.29M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on LSP Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.