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LM Advisors LLC

SEC CIK
0002011314
Latest filing
Aug 12, 2026

MSFT holding history

Microsoft Corp in every 13F filed by LM Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSFT overviewAll 13F holders of MSFTFull Q2 2026 holdings

Shares (Q2 2026)
40,679
Value
$15.2M
% of portfolio
1.7%
Quarters held
11
Since Q4 2023
Holdings of MSFT by LM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202640,679$15.2M1.7%+26,676+190.5%AddedHolders
Q1 202614,003$37.8K0.8%−3,017−17.7%ReducedHolders
Q4 202517,020$35.2K0.7%−18,114−51.6%ReducedHolders
Q3 202535,134$18.2M2.6%−199,948−85.1%ReducedHolders
Q2 2025235,082$116.9M15.1%+194,650+481.4%AddedHolders
Q1 202540,432$15.2M2.7%+3,728+10.2%AddedHolders
Q4 202436,704$15.5M2.8%+217+0.6%AddedHolders
Q3 202436,487$15.7M3.2%+364+1.0%AddedHolders
Q2 202436,123$16.1M<0.1%−6,443−15.1%ReducedHolders
Q1 202442,566$17.9M2.8%+5,657+15.3%AddedHolders
Q4 202336,909$14.1M2.8%–No prior filingHolders