LWM Advisory Services’s Microsoft MSFT Stock Holding History

LWM Advisory 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	$1.72M	Sell	4,619 -2,678	-37%	-$1.08M	3.08%	5
2026 Q1	$2.72M	Sell	7,297 -1,126	-13%	-$471K	2.9%	11
2025 Q4	$4.07M	Sell	8,423 -680	-7%	-$341K	2.39%	11
2025 Q3	$4.73M	Buy	9,103 +67	+0.7%	+$34.2K	2.76%	10
2025 Q2	$4.49M	Sell	9,036 -454	-5%	-$197K	3.1%	8
2025 Q1	$3.57M	Sell	9,490 -33	-0.3%	-$13.5K	2.48%	11
2024 Q4	$4.01M	Sell	9,523 -888	-9%	-$378K	2.79%	9
2024 Q3	$4.48M	Buy	10,411 +3,129	+43%	+$1.34M	3.32%	7
2024 Q2	$3.25M	Sell	7,282 -1,378	-16%	-$582K	2.73%	9
2024 Q1	$3.64M	Buy	8,660 +25	+0.3%	+$10.1K	2.92%	9
2023 Q4	$3.25M	Buy	8,635 +1,134	+15%	+$404K	2.85%	6
2023 Q3	$2.38M	Sell	7,501 -67	-0.9%	-$22.1K	2.55%	8
2023 Q2	$2.57M	Sell	7,568 -345	-4%	-$108K	2.72%	8
2023 Q1	$2.28M	Sell	7,913 -239	-3%	-$61K	2.43%	11
2022 Q4	$1.96M	Sell	8,152 -7,891	-49%	-$1.89M	2.16%	13
2022 Q3	$3.75M	Buy	16,043 +761	+5%	+$201K	4.24%	4
2022 Q2	$3.93M	Buy	15,282 +666	+5%	+$181K	4.71%	4
2022 Q1	$4.51M	Buy	14,616 +863	+6%	+$260K	5.6%	3
2021 Q4	$4.63M	Buy	+13,753	New	+$4.46M	5.74%	3

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LWM Advisory Services's MSFT Position: Q2 2026 in Review

LWM Advisory Services reduced its Microsoft (MSFT) stake by 37% in Q2 2026, selling an estimated $1.08M and leaving 4,619 shares worth $1.72M. The position accounts for 3.08% of the portfolio, ranked #5.

LWM Advisory Services first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.73M in Q3 2025. 6,251 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

LWM Advisory Services held 4,619 shares of Microsoft worth $1.72M as of Q2 2026.
LWM Advisory Services sold 2,678 Microsoft shares in Q2 2026, an estimated $1.08M.
Microsoft made up 3.08% of LWM Advisory Services's portfolio in Q2 2026, its #5 holding.
LWM Advisory Services first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
LWM Advisory Services's Microsoft position peaked at $4.73M in Q3 2025.
6,251 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.