Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s Microsoft MSFT Stock Holding History

Luther King Capital Management (LKCM)’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 		$1.08B Sell
2,907,004
-68,614
-2% -$28.7M 4.65% 3
2025
Q4 		$1.44B Buy
2,975,618
+64,100
+2% +$32.1M 5.85% 2
2025
Q3 		$1.51B Sell
2,911,518
-12,590
-0.4% -$6.42M 6.21% 1
2025
Q2 		$1.45B Sell
2,924,108
-51,402
-2% -$22.3M 6.31% 1
2025
Q1 		$1.12B Buy
2,975,510
+2,015
+0.1% +$822K 5.16% 2
2024
Q4 		$1.25B Buy
2,973,495
+28,333
+1% +$12.1M 5.42% 2
2024
Q3 		$1.27B Sell
2,945,162
-151,851
-5% -$64.9M 5.44% 3
2024
Q2 		$1.38B Sell
3,097,013
-28,172
-0.9% -$11.9M 6.24% 1
2024
Q1 		$1.31B Sell
3,125,185
-93,371
-3% -$37.8M 5.93% 1
2023
Q4 		$1.21B Sell
3,218,556
-60,948
-2% -$21.7M 5.82% 1
2023
Q3 		$1.04B Buy
3,279,504
+26,895
+0.8% +$8.89M 5.38% 2
2023
Q2 		$1.11B Buy
3,252,609
+21,300
+0.7% +$6.68M 5.5% 2
2023
Q1 		$932M Sell
3,231,309
-7,949
-0.2% -$2.03M 4.92% 2
2022
Q4 		$777M Buy
3,239,258
+242,675
+8% +$58.2M 4.26% 2
2022
Q3 		$698M Buy
2,996,583
+6,369
+0.2% +$1.68M 4.17% 2
2022
Q2 		$768M Buy
2,990,214
+124,130
+4% +$33.7M 4.3% 2
2022
Q1 		$884M Buy
2,866,084
+12,273
+0.4% +$3.69M 4.31% 2
2021
Q4 		$960M Sell
2,853,811
-28,252
-1% -$9.16M 4.34% 2
2021
Q3 		$813M Sell
2,882,063
-1,234
-0% -$359K 3.99% 2
2021
Q2 		$781M Sell
2,883,297
-43,329
-1% -$11M 3.82% 2
2021
Q1 		$690M Sell
2,926,626
-1,903
-0.1% -$442K 3.7% 2
2020
Q4 		$651M Buy
2,928,529
+8,623
+0.3% +$1.85M 3.67% 3
2020
Q3 		$614M Sell
2,919,906
-21,035
-0.7% -$4.42M 3.88% 3
2020
Q2 		$599M Buy
2,940,941
+6,676
+0.2% +$1.21M 4.15% 2
2020
Q1 		$463M Sell
2,934,265
-145,280
-5% -$23.9M 4.01% 2
2019
Q4 		$486M Buy
3,079,545
+20,198
+0.7% +$2.97M 3.25% 2
2019
Q3 		$425M Buy
3,059,347
+6,262
+0.2% +$861K 3.09% 2
2019
Q2 		$409M Buy
3,053,085
+13,177
+0.4% +$1.67M 2.98% 1
2019
Q1 		$359M Buy
3,039,908
+22,888
+0.8% +$2.5M 2.74% 3
2018
Q4 		$306M Buy
3,017,020
+117,602
+4% +$12.6M 2.73% 3
2018
Q3 		$332M Sell
2,899,418
-10,050
-0.3% -$1.09M 2.5% 3
2018
Q2 		$287M Sell
2,909,468
-7,342
-0.3% -$712K 2.35% 3
2018
Q1 		$266M Sell
2,916,810
-589
-0% -$53.9K 2.23% 6
2017
Q4 		$250M Buy
2,917,399
+100,834
+4% +$8.27M 2.04% 7
2017
Q3 		$210M Sell
2,816,565
-8,696
-0.3% -$635K 1.84% 11
2017
Q2 		$195M Sell
2,825,261
-2,687
-0.1% -$184K 1.76% 10
2017
Q1 		$186M Buy
2,827,948
+28,385
+1% +$1.82M 1.71% 10
2016
Q4 		$174M Buy
2,799,563
+247,209
+10% +$14.9M 1.65% 8
2016
Q3 		$147M Buy
2,552,354
+159,789
+7% +$9.02M 1.44% 16
2016
Q2 		$122M Buy
2,392,565
+250,496
+12% +$13M 1.2% 22
2016
Q1 		$118M Buy
2,142,069
+269,582
+14% +$14.1M 1.18% 25
2015
Q4 		$104M Buy
1,872,487
+223,952
+14% +$11.8M 0.97% 31
2015
Q3 		$73M Sell
1,648,535
-3,183
-0.2% -$143K 0.71% 47
2015
Q2 		$72.9M Sell
1,651,718
-14,120
-0.8% -$644K 0.63% 52
2015
Q1 		$67.7M Sell
1,665,838
-8,545
-0.5% -$372K 0.57% 55
2014
Q4 		$77.8M Sell
1,674,383
-52,488
-3% -$2.46M 0.63% 52
2014
Q3 		$80.1M Buy
1,726,871
+21,873
+1% +$976K 0.66% 50
2014
Q2 		$71.1M Buy
1,704,998
+9,402
+0.6% +$381K 0.56% 60
2014
Q1 		$69.5M Sell
1,695,596
-73,519
-4% -$2.76M 0.57% 57
2013
Q4 		$66.2M Sell
1,769,115
-103,140
-6% -$3.75M 0.53% 54
2013
Q3 		$62.3M Buy
1,872,255
+25,529
+1% +$840K 0.53% 56
2013
Q2 		$63.8M Buy
+1,846,726
New +$60.5M 0.59% 48

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VPM
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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

Luther King Capital Management (LKCM)'s MSFT Position: Q1 2026 in Review

Luther King Capital Management (LKCM) reduced its Microsoft (MSFT) stake by 2.3% in Q1 2026, selling an estimated $28.7M and leaving 2,907,004 shares worth $1.08B. The position accounts for 4.65% of the portfolio, ranked #3.

Luther King Capital Management (LKCM) first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.51B in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Luther King Capital Management (LKCM) held 2,907,004 shares of Microsoft worth $1.08B as of Q1 2026.
  • Luther King Capital Management (LKCM) sold 68,614 Microsoft shares in Q1 2026, an estimated $28.7M.
  • Microsoft made up 4.65% of Luther King Capital Management (LKCM)'s portfolio in Q1 2026, its #3 holding.
  • Luther King Capital Management (LKCM) first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • Luther King Capital Management (LKCM)'s Microsoft position peaked at $1.51B in Q3 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2026, filed 11 May 2026.