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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LWM Advisory Services's MSFT Position: Q1 2026 in Review

LWM Advisory Services reduced its Microsoft (MSFT) stake by 13% in Q1 2026, selling an estimated $471K and leaving 7,297 shares worth $2.72M. The position accounts for 2.9% of the portfolio, ranked #11.

LWM Advisory Services first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.73M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

LWM Advisory Services held 7,297 shares of Microsoft worth $2.72M as of Q1 2026.
LWM Advisory Services sold 1,126 Microsoft shares in Q1 2026, an estimated $471K.
Microsoft made up 2.9% of LWM Advisory Services's portfolio in Q1 2026, its #11 holding.
LWM Advisory Services first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
LWM Advisory Services's Microsoft position peaked at $4.73M in Q3 2025.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.