LVZ Inc’s Microsoft MSFT Stock Holding History
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
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. 6,232 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.
- 6,232 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.