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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
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 $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

Lynx Investment Advisory's MSFT Position: Q1 2026 in Review

Lynx Investment Advisory reduced its Microsoft (MSFT) stake by 11% in Q1 2026, selling an estimated $475K and leaving 9,284 shares worth $3.44M. The position accounts for 1.64% of the portfolio, ranked #17.

Lynx Investment Advisory first reported a position in MSFT in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.04M in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Lynx Investment Advisory held 9,284 shares of Microsoft worth $3.44M as of Q1 2026.
  • Lynx Investment Advisory sold 1,136 Microsoft shares in Q1 2026, an estimated $475K.
  • Microsoft made up 1.64% of Lynx Investment Advisory's portfolio in Q1 2026, its #17 holding.
  • Lynx Investment Advisory first reported a position in Microsoft in Q2 2024 and has held it in 8 quarters since.
  • Lynx Investment Advisory's Microsoft position peaked at $5.04M in Q4 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.