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Lyons Wealth Management’s Microsoft MSFT Stock Holding History

Lyons Wealth 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
2015
Q4 		– Sell
-3,400
Closed -$2K – 83
2015
Q3 		$2K Buy
+3,400
New +$153K ﹤0.01% 64

Other funds holding MSFT

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lyons Wealth Management's MSFT Position: Q4 2019 in Review

Lyons Wealth Management held its Microsoft (MSFT) position steady in Q4 2019 at 11,897 shares worth $1.88M. The position accounts for 5.49% of the portfolio, ranked #6.

Lyons Wealth Management first reported a position in MSFT in Q2 2013 and has held it in 26 quarters since. The position peaked at $6.44M in Q4 2015. 3,439 funds tracked by Wall St. Rank hold MSFT as of Q4 2019.

  • Lyons Wealth Management held 11,897 shares of Microsoft worth $1.88M as of Q4 2019.
  • Lyons Wealth Management left its Microsoft share count unchanged in Q4 2019.
  • Microsoft made up 5.49% of Lyons Wealth Management's portfolio in Q4 2019, its #6 holding.
  • Lyons Wealth Management first reported a position in Microsoft in Q2 2013 and has held it in 26 quarters since.
  • Lyons Wealth Management's Microsoft position peaked at $6.44M in Q4 2015.
  • 3,439 funds tracked by Wall St. Rank held Microsoft as of Q4 2019.

Based on Lyons Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.