White Lighthouse Investment Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.29M | Buy |
8,884
+79
| +0.9% | +$33.1K | 0.46% | 38 |
|
|
2025
Q4 | $4.26M | Buy |
8,805
+1,757
| +25% | +$880K | 0.59% | 33 |
|
|
2025
Q3 | $3.65M | Buy |
7,048
+286
| +4% | +$146K | 0.56% | 33 |
|
|
2025
Q2 | $3.36M | Buy |
6,762
+284
| +4% | +$123K | 0.55% | 36 |
|
|
2025
Q1 | $2.43M | Buy |
6,478
+221
| +4% | +$90.1K | 0.43% | 38 |
|
|
2024
Q4 | $2.64M | Sell |
6,257
-10
| -0.2% | -$4.26K | 0.46% | 38 |
|
|
2024
Q3 | $2.7M | Sell |
6,267
-63
| -1% | -$26.9K | 0.48% | 39 |
|
|
2024
Q2 | $2.83M | Buy |
6,330
+550
| +10% | +$232K | 0.55% | 35 |
|
|
2024
Q1 | $2.43M | Buy |
5,780
+13
| +0.2% | +$5.26K | 0.49% | 37 |
|
|
2023
Q4 | $2.17M | Buy |
5,767
+114
| +2% | +$40.6K | 0.47% | 38 |
|
|
2023
Q3 | $1.79M | Buy |
5,653
+152
| +3% | +$50.2K | 0.43% | 40 |
|
|
2023
Q2 | $1.87M | Sell |
5,501
-10
| -0.2% | -$3.13K | 0.45% | 39 |
|
|
2023
Q1 | $1.59M | Buy |
5,511
+24
| +0.4% | +$6.12K | 0.4% | 43 |
|
|
2022
Q4 | $1.32M | Sell |
5,487
-49
| -0.9% | -$11.8K | 0.36% | 46 |
|
|
2022
Q3 | $1.29M | Buy |
5,536
+24
| +0.4% | +$6.34K | 0.38% | 48 |
|
|
2022
Q2 | $1.42M | Sell |
5,512
-52
| -0.9% | -$14.1K | 0.41% | 46 |
|
|
2022
Q1 | $1.72M | Sell |
5,564
-12
| -0.2% | -$3.61K | 0.44% | 44 |
|
|
2021
Q4 | $1.88M | Buy |
5,576
+52
| +0.9% | +$16.9K | 0.47% | 44 |
|
|
2021
Q3 | $1.56M | Sell |
5,524
-45
| -0.8% | -$13.1K | 0.42% | 47 |
|
|
2021
Q2 | $1.51M | Sell |
5,569
-112
| -2% | -$28.5K | 0.41% | 49 |
|
|
2021
Q1 | $1.34M | Buy |
5,681
+927
| +19% | +$215K | 0.41% | 48 |
|
|
2020
Q4 | $1.06M | Sell |
4,754
-49
| -1% | -$10.5K | 0.34% | 57 |
|
|
2020
Q3 | $1.01M | Sell |
4,803
-17
| -0.4% | -$3.57K | 0.35% | 55 |
|
|
2020
Q2 | $981K | Sell |
4,820
-267
| -5% | -$48.5K | 0.36% | 55 |
|
|
2020
Q1 | $802K | Buy |
5,087
+159
| +3% | +$26.1K | 0.34% | 57 |
|
|
2019
Q4 | $777K | Sell |
4,928
-293
| -6% | -$43K | 0.29% | 63 |
|
|
2019
Q3 | $726K | Buy |
5,221
+191
| +4% | +$26.3K | 0.29% | 64 |
|
|
2019
Q2 | $674K | Sell |
5,030
-134
| -3% | -$17K | 0.28% | 67 |
|
|
2019
Q1 | $609K | Sell |
5,164
-205
| -4% | -$22.4K | 0.28% | 67 |
|
|
2018
Q4 | $545K | Buy |
5,369
+231
| +4% | +$24.7K | 0.3% | 67 |
|
|
2018
Q3 | $588K | Sell |
5,138
-19
| -0.4% | -$2.06K | 0.3% | 66 |
|
|
2018
Q2 | $508K | Sell |
5,157
-80
| -2% | -$7.75K | 0.28% | 66 |
|
|
2018
Q1 | $478K | Buy |
5,237
+1
| +0% | +$91 | 0.27% | 73 |
|
|
2017
Q4 | $448K | Buy |
+5,236
| New | +$430K | 0.26% | 77 |
|
Other funds holding MSFT
VCM
VPM
White Lighthouse Investment Management's MSFT Position: Q1 2026 in Review
White Lighthouse Investment Management increased its Microsoft (MSFT) stake by 0.9% in Q1 2026, buying an estimated $33.1K and bringing the position to 8,884 shares worth $3.29M. The position accounts for 0.46% of the portfolio, ranked #38.
White Lighthouse Investment Management first reported a position in MSFT in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.26M in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- White Lighthouse Investment Management held 8,884 shares of Microsoft worth $3.29M as of Q1 2026.
- White Lighthouse Investment Management bought 79 Microsoft shares in Q1 2026, an estimated $33.1K.
- Microsoft made up 0.46% of White Lighthouse Investment Management's portfolio in Q1 2026, its #38 holding.
- White Lighthouse Investment Management first reported a position in Microsoft in Q4 2017 and has held it in 34 quarters since.
- White Lighthouse Investment Management's Microsoft position peaked at $4.26M in Q4 2025.
- 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.