Luts & Greenleigh Group’s Microsoft MSFT Stock Holding History

Luts & Greenleigh Group’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	$3.9M	Buy	10,466 +126	+1%	+$51K	2.95%	5
2026 Q1	$3.83M	Sell	10,340 -702	-6%	-$294K	3.03%	4
2025 Q4	$5.34M	Sell	11,042 -31	-0.3%	-$15.5K	4.54%	4
2025 Q3	$5.74M	Buy	11,073 +171	+2%	+$87.2K	5.15%	4
2025 Q2	$5.42M	Buy	10,902 +126	+1%	+$54.7K	5.2%	3
2025 Q1	$4.05M	Sell	10,776 -63	-0.6%	-$25.7K	4.02%	4
2024 Q4	$4.57M	Buy	10,839 +116	+1%	+$49.4K	4.51%	4
2024 Q3	$4.61M	Buy	10,723 +273	+3%	+$117K	4.43%	4
2024 Q2	$4.67M	Buy	+10,450	New	+$4.41M	4.86%	4
2023 Q4	$3.49M	Sell	9,273 -43	-0.5%	-$15.3K	4.4%	3
2023 Q3	$2.94M	Sell	9,316 -253	-3%	-$83.6K	3.65%	3
2023 Q2	$3.26M	Buy	9,569 +139	+1%	+$43.6K	4.02%	3
2023 Q1	$2.72M	Sell	9,430 -52	-0.5%	-$13.3K	3.45%	4
2022 Q4	$2.27M	Buy	+9,482	New	+$2.28M	2.88%	3

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

Luts & Greenleigh Group's MSFT Position: Q2 2026 in Review

Luts & Greenleigh Group increased its Microsoft (MSFT) stake by 1.2% in Q2 2026, buying an estimated $51K and bringing the position to 10,466 shares worth $3.9M. The position accounts for 2.95% of the portfolio, ranked #5.

Luts & Greenleigh Group first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.74M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Luts & Greenleigh Group held 10,466 shares of Microsoft worth $3.9M as of Q2 2026.
Luts & Greenleigh Group bought 126 Microsoft shares in Q2 2026, an estimated $51K.
Microsoft made up 2.95% of Luts & Greenleigh Group's portfolio in Q2 2026, its #5 holding.
Luts & Greenleigh Group first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
Luts & Greenleigh Group's Microsoft position peaked at $5.74M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Luts & Greenleigh Group's 13F filing for Q2 2026, filed 7 Aug 2026.