Lynch Asset Management
MSFT icon

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
Q2 		$9.47M Sell
25,375
-50
-0.2% -$20.2K 2.59% 12
2026
Q1 		$9.41M Buy
25,425
+5,000
+24% +$2.09M 3.16% 7
2025
Q4 		$9.9M 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 		$10M 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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lynch Asset Management's MSFT Position: Q2 2026 in Review

Lynch Asset Management reduced its Microsoft (MSFT) stake by 0.2% in Q2 2026, selling an estimated $20.2K and leaving 25,375 shares worth $9.47M. The position accounts for 2.59% of the portfolio, ranked #12.

Lynch Asset Management first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.4M in Q3 2025. 6,262 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Lynch Asset Management held 25,375 shares of Microsoft worth $9.47M as of Q2 2026.
  • Lynch Asset Management sold 50 Microsoft shares in Q2 2026, an estimated $20.2K.
  • Microsoft made up 2.59% of Lynch Asset Management's portfolio in Q2 2026, its #12 holding.
  • Lynch Asset Management first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Lynch Asset Management's Microsoft position peaked at $10.4M in Q3 2025.
  • 6,262 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Lynch Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.