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Microsoft Corporation shares owned by Lakeridge Wealth Management

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Lakeridge Wealth Management from 13F filings

Historical chart of Lakeridge Wealth Management investment in Microsoft Corporation

Tip: Access up to 7 years of quarterly data

All positions including Microsoft Corporation held by Lakeridge Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Microsoft Corporation by Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.6M 13k 430.29
2024-06-30 $5.9M 13k 446.94
2024-03-31 $5.6M 13k 420.73

More positions owned by Lakeridge Wealth Management

Fidelity Covington Trust High Divid Etf (FDVV)
Sherwin-Williams Company (SHW)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
International Business Machines (IBM)

View all positions for Lakeridge Wealth Management

Top funds holding Microsoft Corporation

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
T. Rowe Price Associates
Morgan Stanley
Bank of America Corporation
Bank of New York Mellon
Nuveen Asset Management
Goldman Sachs Group
Charles Schwab Investment Management
Alliancebernstein
Franklin Resources
International Assets Investment Management

View all funds holding Microsoft Corporation