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Lynch Asset Management’s Microsoft MSFT Stock Holding History

Lynch Asset Management’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 		$9.41M Buy
25,425
+5,000
+24% +$2.09M 3.16% 7
2025
Q4 		$9.88M Buy
20,425
+300
+1% +$150K 3.11% 6
2025
Q3 		$10.4M Buy
20,125
+100
+0.5% +$51K 3.34% 5
2025
Q2 		$9.96M Buy
20,025
+2,050
+11% +$890K 3.51% 4
2025
Q1 		$6.75M Buy
17,975
+25
+0.1% +$10.2K 3.03% 8
2024
Q4 		$7.57M Buy
17,950
+100
+0.6% +$42.6K 3.06% 9
2024
Q3 		$7.68M Hold
17,850
– – 3.23% 8
2024
Q2 		$7.98M Hold
17,850
– – 3.41% 7
2024
Q1 		$7.51M Hold
17,850
– – 3.53% 7
2023
Q4 		$6.71M Buy
17,850
+150
+0.8% +$53.4K 3.85% 6
2023
Q3 		$5.59M Hold
17,700
– – 3.67% 6
2023
Q2 		$6.03M Hold
17,700
– – 3.88% 6
2023
Q1 		$5.1M Buy
17,700
+3,200
+22% +$816K 3.66% 7
2022
Q4 		$3.48M Buy
14,500
+450
+3% +$108K 2.99% 12
2022
Q3 		$3.27M Buy
14,050
+1,100
+8% +$290K 2.94% 13
2022
Q2 		$3.33M Buy
12,950
+450
+4% +$122K 2.72% 14
2022
Q1 		$3.85M Buy
12,500
+100
+0.8% +$30.1K 2.76% 13
2021
Q4 		$4.17M Buy
+12,400
New +$4.02M 2.9% 14

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lynch Asset Management's MSFT Position: Q1 2026 in Review

Lynch Asset Management increased its Microsoft (MSFT) stake by 24% in Q1 2026, buying an estimated $2.09M and bringing the position to 25,425 shares worth $9.41M. The position accounts for 3.16% of the portfolio, ranked #7.

Lynch Asset Management first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.4M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Lynch Asset Management held 25,425 shares of Microsoft worth $9.41M as of Q1 2026.
  • Lynch Asset Management bought 5,000 Microsoft shares in Q1 2026, an estimated $2.09M.
  • Microsoft made up 3.16% of Lynch Asset Management's portfolio in Q1 2026, its #7 holding.
  • Lynch Asset Management first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Lynch Asset Management's Microsoft position peaked at $10.4M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Lynch Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.