Lummis Asset Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Other funds holding MSFT
Lummis Asset Management's MSFT Position: Q2 2026 in Review
Lummis Asset Management reduced its Microsoft (MSFT) stake by 1.4% in Q2 2026, selling an estimated $185K and leaving 31,432 shares worth $13.1M. The position accounts for 7.82% of the portfolio, ranked #3.
Lummis Asset Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $17M in Q2 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Lummis Asset Management held 31,432 shares of Microsoft worth $13.1M as of Q2 2026.
- Lummis Asset Management sold 458 Microsoft shares in Q2 2026, an estimated $185K.
- Microsoft made up 7.82% of Lummis Asset Management's portfolio in Q2 2026, its #3 holding.
- Lummis Asset Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
- Lummis Asset Management's Microsoft position peaked at $17M in Q2 2025.
- 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.