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Lakeridge Wealth Management LLC

SEC CIK
0002012028
Latest filing
Jul 14, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Lakeridge Wealth Management 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)
12,722
Value
$4.75M
% of portfolio
1.7%
Quarters held
11
Since Q4 2023
Holdings of MSFT by Lakeridge Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,722$4.75M1.7%+811+6.8%AddedHolders
Q1 202611,911$4.41M1.9%−164−1.4%ReducedHolders
Q4 202512,075$5.84M2.7%+601+5.2%AddedHolders
Q3 202511,474$5.94M2.6%−1,069−8.5%ReducedHolders
Q2 202512,543$6.24M2.9%−211−1.7%ReducedHolders
Q1 202512,754$4.79M2.4%−150−1.2%ReducedHolders
Q4 202412,904$5.44M2.8%−67−0.5%ReducedHolders
Q3 202412,971$5.58M3.1%−269−2.0%ReducedHolders
Q2 202413,240$5.92M3.6%−147−1.1%ReducedHolders
Q1 202413,387$5.63M3.7%−118−0.9%ReducedHolders
Q4 202313,505$5.08M3.7%–No prior filingHolders