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Red Lighthouse Investment Management’s Microsoft MSFT Stock Holding History

Red Lighthouse Investment 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
2026
Q2 		$5.75M Buy
15,420
+173
+1% +$70K 1.71% 11
2026
Q1 		$5.64M Sell
15,247
-21
-0.1% -$8.79K 1.91% 10
2025
Q4 		$7.38M Sell
15,268
-12
-0.1% -$6.01K 2.64% 8
2025
Q3 		$7.91M Buy
15,280
+12
+0.1% +$6.12K 2.77% 8
2025
Q2 		$7.59M Buy
15,268
+64
+0.4% +$27.8K 2.9% 8
2025
Q1 		$6.4M Sell
15,204
-1,738
-10% -$709K 2.61% 8
2024
Q4 		$6.67M Buy
16,942
+1,740
+11% +$741K 2.64% 8
2024
Q3 		$6.54M Sell
15,202
-7
-0% -$2.99K 2.56% 8
2024
Q2 		$6.8M Buy
15,209
+5
+0% +$2.11K 2.85% 8
2024
Q1 		$6.4M Buy
15,204
+36
+0.2% +$14.6K 2.57% 8
2023
Q4 		$5.7M Buy
15,168
+64
+0.4% +$22.8K 2.39% 8
2023
Q3 		$4.77M Buy
15,104
+267
+2% +$88.2K 2.24% 10
2023
Q2 		$5.05M Hold
14,837
– – 2.31% 10
2023
Q1 		$4.28M Hold
14,837
– – 2.07% 12
2022
Q4 		$3.56M Buy
+14,837
New +$3.56M 1.79% 12

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

Red Lighthouse Investment Management's MSFT Position: Q2 2026 in Review

Red Lighthouse Investment Management increased its Microsoft (MSFT) stake by 1.1% in Q2 2026, buying an estimated $70K and bringing the position to 15,420 shares worth $5.75M. The position accounts for 1.71% of the portfolio, ranked #11.

Red Lighthouse Investment Management first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.91M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Red Lighthouse Investment Management held 15,420 shares of Microsoft worth $5.75M as of Q2 2026.
  • Red Lighthouse Investment Management bought 173 Microsoft shares in Q2 2026, an estimated $70K.
  • Microsoft made up 1.71% of Red Lighthouse Investment Management's portfolio in Q2 2026, its #11 holding.
  • Red Lighthouse Investment Management first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Red Lighthouse Investment Management's Microsoft position peaked at $7.91M in Q3 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.