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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
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
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

Luminvest Wealth Management's MSFT Position: Q1 2026 in Review

Luminvest Wealth Management held its Microsoft (MSFT) position steady in Q1 2026 at 1,563 shares worth $578K. The position accounts for 0.15% of the portfolio, ranked #30.

Luminvest Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $819K in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Luminvest Wealth Management held 1,563 shares of Microsoft worth $578K as of Q1 2026.
  • Luminvest Wealth Management left its Microsoft share count unchanged in Q1 2026.
  • Microsoft made up 0.15% of Luminvest Wealth Management's portfolio in Q1 2026, its #30 holding.
  • Luminvest Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Luminvest Wealth Management's Microsoft position peaked at $819K in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Luminvest Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.