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Lutz Financial Services’s Microsoft MSFT Stock Holding History

Lutz Financial Services’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 		$1.15M Buy
3,100
+83
+3% +$34.7K 0.08% 58
2025
Q4 		$1.46M Sell
3,017
-103
-3% -$51.6K 0.1% 59
2025
Q3 		$1.62M Sell
3,120
-45
-1% -$23K 0.12% 55
2025
Q2 		$1.57M Buy
3,165
+138
+5% +$59.9K 0.12% 54
2025
Q1 		$1.14M Sell
3,027
-17
-0.6% -$6.93K 0.09% 57
2024
Q4 		$1.28M Sell
3,044
-75
-2% -$31.9K 0.1% 57
2024
Q3 		$1.34M Buy
3,119
+31
+1% +$13.3K 0.11% 53
2024
Q2 		$1.38M Sell
3,088
-8
-0.3% -$3.38K 0.12% 52
2024
Q1 		$1.3M Buy
3,096
+183
+6% +$74.1K 0.11% 52
2023
Q4 		$1.1M Sell
2,913
-182
-6% -$64.8K 0.1% 55
2023
Q3 		$977K Sell
3,095
-131
-4% -$43.3K 0.11% 54
2023
Q2 		$1.1M Buy
3,226
+244
+8% +$76.5K 0.12% 53
2023
Q1 		$860K Buy
2,982
+203
+7% +$51.8K 0.1% 56
2022
Q4 		$666K Buy
2,779
+178
+7% +$42.7K 0.08% 58
2022
Q3 		$606K Buy
+2,601
New +$687K 0.08% 56

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

Lutz Financial Services's MSFT Position: Q1 2026 in Review

Lutz Financial Services increased its Microsoft (MSFT) stake by 2.8% in Q1 2026, buying an estimated $34.7K and bringing the position to 3,100 shares worth $1.15M. The position accounts for 0.08% of the portfolio, ranked #58.

Lutz Financial Services first reported a position in MSFT in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.62M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Lutz Financial Services held 3,100 shares of Microsoft worth $1.15M as of Q1 2026.
  • Lutz Financial Services bought 83 Microsoft shares in Q1 2026, an estimated $34.7K.
  • Microsoft made up 0.08% of Lutz Financial Services's portfolio in Q1 2026, its #58 holding.
  • Lutz Financial Services first reported a position in Microsoft in Q3 2022 and has held it in 15 quarters since.
  • Lutz Financial Services's Microsoft position peaked at $1.62M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.