Luminvest Wealth Management’s Microsoft MSFT Stock Holding History

Luminvest Wealth Management’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	$841K	Buy	2,254 +691	+44%	+$280K	0.2%	27
2026 Q1	$578K	Hold	1,563	–	–	0.15%	30
2025 Q4	$756K	Sell	1,563 -19	-1%	-$9.52K	0.21%	26
2025 Q3	$819K	Sell	1,582 -49	-3%	-$25K	0.27%	23
2025 Q2	$811K	Buy	1,631 +1	+0.1%	+$434	0.29%	22
2025 Q1	$612K	Hold	1,630	–	–	0.25%	22
2024 Q4	$687K	Buy	1,630 +29	+2%	+$12.4K	0.28%	22
2024 Q3	$689K	Buy	1,601 +107	+7%	+$45.7K	0.29%	21
2024 Q2	$658K	Buy	1,494 +994	+199%	+$420K	0.31%	20
2024 Q1	$214K	Hold	500	–	–	0.13%	20
2023 Q4	$201K	Buy	+500	New	+$178K	0.13%	21

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

Luminvest Wealth Management's MSFT Position: Q2 2026 in Review

Luminvest Wealth Management increased its Microsoft (MSFT) stake by 44% in Q2 2026, buying an estimated $280K and bringing the position to 2,254 shares worth $841K. The position accounts for 0.2% of the portfolio, ranked #27.

Luminvest Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. 6,226 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Luminvest Wealth Management held 2,254 shares of Microsoft worth $841K as of Q2 2026.
Luminvest Wealth Management bought 691 Microsoft shares in Q2 2026, an estimated $280K.
Microsoft made up 0.2% of Luminvest Wealth Management's portfolio in Q2 2026, its #27 holding.
Luminvest Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
6,226 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Luminvest Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.