Luken Investment Analytics’s Microsoft MSFT Stock Holding History

Luken Investment Analytics’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	$332K	Hold	889	–	–	0.12%	54
2026 Q1	$329K	Sell	889 -65	-7%	-$27.2K	0.13%	48
2025 Q4	$461K	Buy	954 +346	+57%	+$173K	0.18%	39
2025 Q3	$315K	Hold	608	–	–	0.12%	44
2025 Q2	$302K	Hold	608	–	–	0.13%	43
2025 Q1	$228K	Sell	608 -6	-1%	-$2.45K	0.11%	44
2024 Q4	$259K	Buy	614 +200	+48%	+$85.2K	0.12%	42
2024 Q3	$178K	Hold	414	–	–	0.08%	50
2024 Q2	$185K	Hold	414	–	–	0.09%	50
2024 Q1	$174K	Hold	414	–	–	0.09%	48
2023 Q4	$156K	Hold	414	–	–	0.08%	48
2023 Q3	$131K	Hold	414	–	–	0.08%	52
2023 Q2	$141K	Hold	414	–	–	0.08%	47
2023 Q1	$119K	Hold	414	–	–	0.07%	49
2022 Q4	$99.3K	Buy	+414	New	+$99.4K	0.06%	54
2020 Q4	$70K	Buy	+314	New	+$67.5K	0.05%	48

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

Luken Investment Analytics's MSFT Position: Q2 2026 in Review

Luken Investment Analytics held its Microsoft (MSFT) position steady in Q2 2026 at 889 shares worth $332K. The position accounts for 0.12% of the portfolio, ranked #54.

Luken Investment Analytics first reported a position in MSFT in Q4 2020 and has held it in 16 quarters since. The position peaked at $461K in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Luken Investment Analytics held 889 shares of Microsoft worth $332K as of Q2 2026.
Luken Investment Analytics left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.12% of Luken Investment Analytics's portfolio in Q2 2026, its #54 holding.
Luken Investment Analytics first reported a position in Microsoft in Q4 2020 and has held it in 16 quarters since.
Luken Investment Analytics's Microsoft position peaked at $461K in Q4 2025.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Luken Investment Analytics's 13F filing for Q2 2026, filed 28 Jul 2026.