LI
MSFT icon

LVZ Inc’s Microsoft MSFT Stock Holding History

LVZ Inc’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 		$2.37M Buy
6,340
+567
+10% +$229K 0.24% 29
2026
Q1 		$2.14M Buy
5,773
+652
+13% +$273K 0.24% 29
2025
Q4 		$2.48M Buy
5,121
+287
+6% +$144K 0.28% 27
2025
Q3 		$2.5M Buy
4,834
+241
+5% +$123K 0.28% 29
2025
Q2 		$2.28M Buy
4,593
+132
+3% +$57.3K 0.27% 30
2025
Q1 		$1.67M Buy
4,461
+132
+3% +$53.8K 0.22% 36
2024
Q4 		$1.82M Buy
4,329
+375
+9% +$160K 0.23% 34
2024
Q3 		$1.7M Buy
3,954
+55
+1% +$23.5K 0.22% 37
2024
Q2 		$1.74M Buy
3,899
+704
+22% +$297K 0.24% 34
2024
Q1 		$1.34M Buy
3,195
+178
+6% +$72.1K 0.18% 37
2023
Q4 		$1.13M Buy
3,017
+566
+23% +$201K 0.16% 45
2023
Q3 		$774K Sell
2,451
-138
-5% -$45.6K 0.12% 45
2023
Q2 		$882K Buy
2,589
+230
+10% +$72.1K 0.12% 53
2023
Q1 		$680K Sell
2,359
-9
-0.4% -$2.3K 0.1% 61
2022
Q4 		$568K Buy
2,368
+320
+16% +$76.8K 0.09% 63
2022
Q3 		$477K Buy
2,048
+449
+28% +$119K 0.08% 60
2022
Q2 		$411K Hold
1,599
– – 0.07% 66
2022
Q1 		$493K Sell
1,599
-177
-10% -$53.3K 0.07% 61
2021
Q4 		$597K Buy
1,776
+7
+0.4% +$2.27K 0.08% 54
2021
Q3 		$499K Buy
1,769
+1
+0.1% +$291 0.07% 54
2021
Q2 		$479K Buy
1,768
+2
+0.1% +$508 0.07% 59
2021
Q1 		$416K Sell
1,766
-7
-0.4% -$1.62K 0.06% 62
2020
Q4 		$394K Buy
1,773
+1
+0.1% +$215 0.07% 64
2020
Q3 		$373K Buy
1,772
+77
+5% +$16.2K 0.08% 58
2020
Q2 		$345K Buy
1,695
+4
+0.2% +$726 0.08% 62
2020
Q1 		$267K Buy
1,691
+148
+10% +$24.3K 0.07% 59
2019
Q4 		$243K Sell
1,543
-39
-2% -$5.73K 0.05% 73
2019
Q3 		$220K Buy
1,582
+71
+5% +$9.76K 0.05% 72
2019
Q2 		$202K Buy
+1,511
New +$192K 0.05% 71
2018
Q1 		– Sell
-2,511
Closed -$215K – 74
2017
Q4 		$215K Buy
+2,511
New +$206K 0.06% 66

Other funds holding MSFT

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LVZ Inc's MSFT Position: Q2 2026 in Review

LVZ Inc increased its Microsoft (MSFT) stake by 9.8% in Q2 2026, buying an estimated $229K and bringing the position to 6,340 shares worth $2.37M. The position accounts for 0.24% of the portfolio, ranked #29.

LVZ Inc first reported a position in MSFT in Q4 2017 and has held it in 30 quarters since. The position peaked at $2.5M in Q3 2025. 2,543 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • LVZ Inc held 6,340 shares of Microsoft worth $2.37M as of Q2 2026.
  • LVZ Inc bought 567 Microsoft shares in Q2 2026, an estimated $229K.
  • Microsoft made up 0.24% of LVZ Inc's portfolio in Q2 2026, its #29 holding.
  • LVZ Inc first reported a position in Microsoft in Q4 2017 and has held it in 30 quarters since.
  • LVZ Inc's Microsoft position peaked at $2.5M in Q3 2025.
  • 2,543 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.