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LVW Advisors’s Microsoft MSFT Stock Holding History

LVW Advisors’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
2024
Q3 		– Hold
0
– -$670K – 313
2024
Q2 		– Hold
0
– – – 135

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

LVW Advisors's MSFT Position: Q2 2026 in Review

LVW Advisors reduced its Microsoft (MSFT) stake by 2.4% in Q2 2026, selling an estimated $361K and leaving 35,961 shares worth $13.4M. The position accounts for 1.16% of the portfolio, ranked #19.

LVW Advisors first reported a position in MSFT in Q4 2014 and has held it in 47 quarters since. The position peaked at $19.8M in Q3 2025. 2,787 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • LVW Advisors held 35,961 shares of Microsoft worth $13.4M as of Q2 2026.
  • LVW Advisors sold 893 Microsoft shares in Q2 2026, an estimated $361K.
  • Microsoft made up 1.16% of LVW Advisors's portfolio in Q2 2026, its #19 holding.
  • LVW Advisors first reported a position in Microsoft in Q4 2014 and has held it in 47 quarters since.
  • LVW Advisors's Microsoft position peaked at $19.8M in Q3 2025.
  • 2,787 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.