Oliver Lagore Vanvalin Investment Group’s Microsoft MSFT Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$4.07M	Buy	+10,838	New	+$4.71M	1.6%	13
2024 Q4	$4.51M	Buy	10,701 +131	+1%	+$55.8K	1.15%	17
2024 Q3	$4.55M	Sell	10,570 -129	-1%	-$55.1K	1.22%	15
2024 Q2	$4.78M	Buy	10,699 +1,324	+14%	+$559K	1.37%	15
2024 Q1	$3.94M	Buy	9,375 +1,542	+20%	+$624K	1.16%	18
2023 Q4	$2.95M	Buy	7,833 +1,328	+20%	+$473K	1.1%	17
2023 Q3	$2.05M	Buy	6,505 +1,677	+35%	+$554K	0.81%	20
2023 Q2	$1.64M	Buy	4,828 +970	+25%	+$304K	0.6%	31
2023 Q1	$1.11M	Buy	3,858 +113	+3%	+$28.8K	0.48%	26
2022 Q4	$898K	Sell	3,745 -935	-20%	-$224K	0.51%	37
2022 Q3	$1.09M	Buy	4,680 +456	+11%	+$120K	0.7%	23
2022 Q2	$1.08M	Buy	4,224 +515	+14%	+$140K	0.63%	29
2022 Q1	$1.13M	Buy	+3,709	New	+$1.12M	0.76%	26

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's MSFT Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Microsoft (MSFT) in Q2 2025: 10,838 shares worth $4.07M. The stake represents 1.6% of the portfolio and ranks #13 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in MSFT as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in MSFT in Q1 2022 and has held it in 13 quarters since. The position peaked at $4.78M in Q2 2024. 5,814 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 10,838 shares of Microsoft worth $4.07M as of Q2 2025.
Microsoft was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Microsoft made up 1.6% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #13 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Microsoft in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Microsoft position peaked at $4.78M in Q2 2024.
5,814 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.