SEC 13F Intelligence

Lionsbridge Wealth Management LLC / MSFT

Lionsbridge Wealth Management LLC’s Microsoft Corp Position

Does Lionsbridge Wealth Management LLC own Microsoft Corp (MSFT)? Yes3.6K shares worth $1M (+1.33% of its 13F portfolio) as of Q1 2026, up from 3.5K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
3.6K
% of Portfolio
+1.33%
Quarters Held
25
currently held

Position History MSFT

Reported value by quarter
Q4 ’19: $107,000Q4 ’19Q1 ’20: $761,000Q2 ’20: $1MQ3 ’20: $1MQ4 ’20: $1MQ4 ’20Q1 ’21: $1MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ3 ’22: $1MQ4 ’22: $1MQ1 ’23: $2MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ4 ’23: $2MQ1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $2MQ4 ’24: $2MQ1 ’25: $1MQ1 ’25Q2 ’25: $2MQ3 ’25: $2MQ4 ’25: $2MQ1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.6K$1M+1.33%
Q4 20253.5K$2M+1.70%
Q3 20253.5K$2M+1.78%
Q2 20253.5K$2M+1.72%
Q1 20253.6K$1M+1.19%
Q4 20244.3K$2M+1.52%
Q3 20244.7K$2M+1.59%
Q2 20244.8K$2M+1.72%
Q1 20244.9K$2M+1.59%
Q4 20235.0K$2M+1.51%
Q3 20235.0K$2M+1.51%
Q2 20235.2K$2M+1.59%
Q1 20235.5K$2M+1.45%
Q4 20225.5K$1M+1.27%
Q3 20225.2K$1M+1.53%
Q1 20225.5K$2M+1.95%
Q4 20215.7K$2M+2.06%
Q3 20215.9K$2M+1.78%
Q2 20216.5K$2M+1.87%
Q1 20215.4K$1M+1.24%
Q4 20205.1K$1M+1.24%
Q3 20205.0K$1M+1.27%
Q2 20205.0K$1M+1.14%
Q1 20204.8K$761,000+0.91%
Q4 2019679$107,000+0.10%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lionsbridge Wealth Management LLC’s full portfolio or all institutional holders of MSFT.