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Lugano Financial Advisors SA (LFA)’s Microsoft MSFT Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		$2.4M Buy
6,493
+115
+2% +$48.1K 1.22% 23
2025
Q4 		$3.08M Sell
6,378
-3
-0% -$1.5K 1.59% 18
2025
Q3 		$3.31M Sell
6,381
-90
-1% -$45.9K 1.74% 18
2025
Q2 		$3.22M Buy
6,471
+310
+5% +$135K 1.91% 14
2025
Q1 		$2.31M Buy
6,161
+186
+3% +$75.8K 1.57% 20
2024
Q4 		$2.52M Buy
5,975
+218
+4% +$92.9K 1.65% 23
2024
Q3 		$2.48M Buy
5,757
+327
+6% +$140K 1.68% 20
2024
Q2 		$2.43M Sell
5,430
-27
-0.5% -$11.4K 1.85% 19
2024
Q1 		$2.3M Sell
5,457
-103
-2% -$41.7K 1.67% 22
2023
Q4 		$2.09M Buy
5,560
+18
+0.3% +$6.41K 1.64% 21
2023
Q3 		$1.75M Sell
5,542
-2,657
-32% -$878K 1.5% 20
2023
Q2 		$2.79M Buy
8,199
+2,376
+41% +$745K 1.86% 20
2023
Q1 		$1.68M Buy
5,823
+475
+9% +$121K 1.27% 23
2022
Q4 		$1.28M Sell
5,348
-1,266
-19% -$304K 0.95% 27
2022
Q3 		$1.54M Buy
6,614
+780
+13% +$206K 1.21% 27
2022
Q2 		$1.5M Buy
5,834
+457
+8% +$124K 1.05% 28
2022
Q1 		$1.66M Sell
5,377
-1,323
-20% -$398K 1.11% 28
2021
Q4 		$2.25M Buy
6,700
+440
+7% +$143K 1.3% 25
2021
Q3 		$1.76M Buy
6,260
+429
+7% +$125K 1.16% 28
2021
Q2 		$1.58M Buy
5,831
+1,090
+23% +$277K 0.99% 28
2021
Q1 		$1.12M Buy
4,741
+57
+1% +$13.2K 0.78% 29
2020
Q4 		$1.04M Sell
4,684
-27
-0.6% -$5.81K 0.81% 27
2020
Q3 		$1.06M Sell
4,711
-88
-2% -$18.5K 0.99% 25
2020
Q2 		$969K Sell
4,799
-1,696
-26% -$308K 1.02% 24
2020
Q1 		$1.11M Sell
6,495
-266
-4% -$43.7K 0.99% 22
2019
Q4 		$1.07M Buy
+6,761
New +$993K 0.78% 24
2019
Q2 		$26K Buy
191
+140
+275% +$17.8K 0.02% 120
2019
Q1 		$6K Sell
51
-2,764
-98% -$302K ﹤0.01% 126
2018
Q4 		$322K Hold
2,815
– – 0.22% 56
2018
Q3 		$322K Buy
2,815
+1,395
+98% +$151K 0.22% 56
2018
Q2 		$139K Buy
+1,420
New +$138K 0.13% 75

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s MSFT Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) increased its Microsoft (MSFT) stake by 1.8% in Q1 2026, buying an estimated $48.1K and bringing the position to 6,493 shares worth $2.4M. The position accounts for 1.22% of the portfolio, ranked #23.

Lugano Financial Advisors SA (LFA) first reported a position in MSFT in Q2 2018 and has held it in 31 quarters since. The position peaked at $3.31M in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Lugano Financial Advisors SA (LFA) held 6,493 shares of Microsoft worth $2.4M as of Q1 2026.
  • Lugano Financial Advisors SA (LFA) bought 115 Microsoft shares in Q1 2026, an estimated $48.1K.
  • Microsoft made up 1.22% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #23 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in Microsoft in Q2 2018 and has held it in 31 quarters since.
  • Lugano Financial Advisors SA (LFA)'s Microsoft position peaked at $3.31M in Q3 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.