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Lynx Investment Advisory’s Microsoft MSFT Stock Holding History

Lynx Investment Advisory’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 		$3.83M Buy
10,257
+973
+10% +$394K 1.25% 19
2026
Q1 		$3.44M Sell
9,284
-1,136
-11% -$475K 1.64% 17
2025
Q4 		$5.04M Buy
10,420
+1,044
+11% +$523K 2.75% 10
2025
Q3 		$4.86M Buy
9,376
+83
+0.9% +$42.3K 2.91% 9
2025
Q2 		$4.62M Buy
9,293
+1
+0% +$434 3.02% 8
2025
Q1 		$3.49M Buy
9,292
+126
+1% +$51.4K 2.33% 10
2024
Q4 		$3.86M Buy
9,166
+58
+0.6% +$24.7K 2.64% 8
2024
Q3 		$3.92M Buy
9,108
+832
+10% +$356K 2.82% 8
2024
Q2 		$3.7M Buy
+8,276
New +$3.5M 2.74% 5

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 $3.37T AUM 44.26% 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

Lynx Investment Advisory's MSFT Position: Q2 2026 in Review

Lynx Investment Advisory increased its Microsoft (MSFT) stake by 10% in Q2 2026, buying an estimated $394K and bringing the position to 10,257 shares worth $3.83M. The position accounts for 1.25% of the portfolio, ranked #19.

Lynx Investment Advisory first reported a position in MSFT in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.04M in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Lynx Investment Advisory held 10,257 shares of Microsoft worth $3.83M as of Q2 2026.
  • Lynx Investment Advisory bought 973 Microsoft shares in Q2 2026, an estimated $394K.
  • Microsoft made up 1.25% of Lynx Investment Advisory's portfolio in Q2 2026, its #19 holding.
  • Lynx Investment Advisory first reported a position in Microsoft in Q2 2024 and has held it in 9 quarters since.
  • Lynx Investment Advisory's Microsoft position peaked at $5.04M in Q4 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.