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RD Lewis Holdings’s Microsoft MSFT Stock Holding History

RD Lewis Holdings’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 		$2.48M Sell
6,642
-83
-1% -$34.7K 2.15% 19
2025
Q4 		$2.77M Buy
6,725
+320
+5% +$160K 2.36% 15
2025
Q3 		$3.27M Buy
6,405
+17
+0.3% +$8.67K 3.07% 7
2025
Q2 		$3.33M Buy
6,388
+72
+1% +$31.3K 3.36% 6
2025
Q1 		$2.75M Buy
6,316
+136
+2% +$55.4K 3.11% 8
2024
Q4 		$2.53M Buy
+6,180
New +$2.63M 2.78% 7

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

RD Lewis Holdings's MSFT Position: Q1 2026 in Review

RD Lewis Holdings reduced its Microsoft (MSFT) stake by 1.2% in Q1 2026, selling an estimated $34.7K and leaving 6,642 shares worth $2.48M. The position accounts for 2.15% of the portfolio, ranked #19.

RD Lewis Holdings first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.33M in Q2 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • RD Lewis Holdings held 6,642 shares of Microsoft worth $2.48M as of Q1 2026.
  • RD Lewis Holdings sold 83 Microsoft shares in Q1 2026, an estimated $34.7K.
  • Microsoft made up 2.15% of RD Lewis Holdings's portfolio in Q1 2026, its #19 holding.
  • RD Lewis Holdings first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • RD Lewis Holdings's Microsoft position peaked at $3.33M in Q2 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on RD Lewis Holdings's 13F filing for Q1 2026, filed 14 Apr 2026.