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Lynch & Associates’s Microsoft MSFT Stock Holding History

Lynch & Associates’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 		$37.4M Sell
100,370
-670
-0.7% -$271K 6.54% 1
2026
Q1 		$37.4M Sell
101,040
-294
-0.3% -$123K 7.02% 1
2025
Q4 		$49M Sell
101,334
-757
-0.7% -$379K 9.27% 1
2025
Q3 		$52.9M Sell
102,091
-1,832
-2% -$935K 10.21% 1
2025
Q2 		$51.7M Sell
103,923
-605
-0.6% -$263K 10.41% 1
2025
Q1 		$39.2M Sell
104,528
-1,061
-1% -$433K 8.49% 1
2024
Q4 		$44.5M Sell
105,589
-590
-0.6% -$251K 9.66% 1
2024
Q3 		$45.7M Sell
106,179
-929
-0.9% -$397K 9.66% 1
2024
Q2 		$47.9M Buy
107,108
+3,158
+3% +$1.33M 10.79% 1
2024
Q1 		$43.7M Sell
103,950
-7,005
-6% -$2.84M 10.1% 1
2023
Q4 		$41.7M Sell
110,955
-1,939
-2% -$690K 10.14% 1
2023
Q3 		$35.6M Sell
112,894
-231
-0.2% -$76.3K 9.4% 1
2023
Q2 		$38.5M Sell
113,125
-2,404
-2% -$753K 9.86% 1
2023
Q1 		$33.3M Sell
115,529
-618
-0.5% -$158K 8.74% 1
2022
Q4 		$27.9M Sell
116,147
-1,108
-0.9% -$266K 7.28% 1
2022
Q3 		$27.3M Sell
117,255
-2,939
-2% -$776K 7.99% 1
2022
Q2 		$30.9M Buy
120,194
+378
+0.3% +$103K 8.4% 1
2022
Q1 		$36.9M Sell
119,816
-2,953
-2% -$888K 8.95% 1
2021
Q4 		$41.3M Sell
122,769
-2,827
-2% -$917K 9.75% 1
2021
Q3 		$35.4M Sell
125,596
-2,316
-2% -$674K 9.17% 1
2021
Q2 		$34.7M Sell
127,912
-4,315
-3% -$1.1M 8.89% 1
2021
Q1 		$31.2M Sell
132,227
-2,806
-2% -$651K 8.42% 1
2020
Q4 		$30M Sell
135,033
-1,879
-1% -$404K 8.18% 2
2020
Q3 		$28.8M Sell
136,912
-1,677
-1% -$352K 8.62% 2
2020
Q2 		$28.2M Sell
138,589
-2,398
-2% -$435K 9.12% 1
2020
Q1 		$22.2M Sell
140,987
-5,515
-4% -$907K 8.17% 1
2019
Q4 		$23.1M Sell
146,502
-2,285
-2% -$336K 6.64% 2
2019
Q3 		$20.7M Sell
148,787
-2,594
-2% -$357K 6.33% 2
2019
Q2 		$20.3M Sell
151,381
-3,726
-2% -$473K 6.59% 1
2019
Q1 		$18.3M Buy
155,107
+2,400
+2% +$262K 6.07% 1
2018
Q4 		$15.5M Buy
152,707
+6,925
+5% +$742K 5.79% 1
2018
Q3 		$16.7M Sell
145,782
-3,718
-2% -$403K 5.63% 1
2018
Q2 		$14.7M Buy
149,500
+1,678
+1% +$163K 5.34% 1
2018
Q1 		$13.5M Sell
147,822
-2,476
-2% -$226K 5.16% 1
2017
Q4 		$12.9M Sell
150,298
-1,385
-0.9% -$114K 4.82% 2
2017
Q3 		$11.3M Sell
151,683
-1,153
-0.8% -$84.2K 4.49% 2
2017
Q2 		$10.5M Buy
152,836
+2,778
+2% +$191K 4.16% 3
2017
Q1 		$9.88M Sell
150,058
-2,052
-1% -$132K 4.03% 3
2016
Q4 		$9.45M Buy
152,110
+2,253
+2% +$136K 3.98% 4
2016
Q3 		$8.63M Sell
149,857
-347
-0.2% -$19.6K 3.8% 4
2016
Q2 		$7.69M Buy
150,204
+748
+0.5% +$38.9K 3.43% 4
2016
Q1 		$8.25M Buy
149,456
+6,771
+5% +$355K 3.92% 4
2015
Q4 		$7.92M Buy
142,685
+1,042
+0.7% +$54.8K 4.06% 4
2015
Q3 		$6.27M Buy
141,643
+877
+0.6% +$39.4K 3.47% 4
2015
Q2 		$6.21M Buy
140,766
+7,866
+6% +$359K 3.24% 5
2015
Q1 		$5.4M Buy
132,900
+325
+0.2% +$14.1K 2.84% 5
2014
Q4 		$6.16M Buy
132,575
+225
+0.2% +$10.6K 3.31% 4
2014
Q3 		$6.14M Buy
132,350
+1,208
+0.9% +$53.9K 3.45% 4
2014
Q2 		$5.47M Buy
131,142
+278
+0.2% +$11.3K 3.12% 5
2014
Q1 		$5.36M Buy
130,864
+3,302
+3% +$124K 3.16% 5
2013
Q4 		$4.77M Buy
127,562
+6,748
+6% +$245K 2.85% 7
2013
Q3 		$4.02M Buy
120,814
+1,831
+2% +$60.2K 2.68% 8
2013
Q2 		$4.11M Buy
+118,983
New +$3.9M 2.84% 7

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Lynch & Associates's MSFT Position: Q2 2026 in Review

Lynch & Associates reduced its Microsoft (MSFT) stake by 0.66% in Q2 2026, selling an estimated $271K and leaving 100,370 shares worth $37.4M. The position accounts for 6.54% of the portfolio, ranked #1.

Lynch & Associates first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $52.9M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Lynch & Associates held 100,370 shares of Microsoft worth $37.4M as of Q2 2026.
  • Lynch & Associates sold 670 Microsoft shares in Q2 2026, an estimated $271K.
  • Microsoft made up 6.54% of Lynch & Associates's portfolio in Q2 2026, its #1 holding.
  • Lynch & Associates first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
  • Lynch & Associates's Microsoft position peaked at $52.9M in Q3 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.