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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
Q2 		$1.15M Sell
3,084
-16
-0.5% -$6.47K 0.07% 62
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lutz Financial Services's MSFT Position: Q2 2026 in Review

Lutz Financial Services reduced its Microsoft (MSFT) stake by 0.52% in Q2 2026, selling an estimated $6.47K and leaving 3,084 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #62.

Lutz Financial Services first reported a position in MSFT in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.62M in Q3 2025. 6,226 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Lutz Financial Services held 3,084 shares of Microsoft worth $1.15M as of Q2 2026.
  • Lutz Financial Services sold 16 Microsoft shares in Q2 2026, an estimated $6.47K.
  • Microsoft made up 0.07% of Lutz Financial Services's portfolio in Q2 2026, its #62 holding.
  • Lutz Financial Services first reported a position in Microsoft in Q3 2022 and has held it in 16 quarters since.
  • Lutz Financial Services's Microsoft position peaked at $1.62M in Q3 2025.
  • 6,226 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.