Lgt Financial Advisors LLC / MSFT
Lgt Financial Advisors LLC’s Microsoft Corp Position
Does Lgt Financial Advisors LLC own Microsoft Corp (MSFT)? Yes — 3.3K shares worth $1M (+6.25% of its 13F portfolio) as of Q1 2026, up from 3.2K shares the prior filed quarter.
Position Value
$1M
Q1 2026
Shares
3.3K
% of Portfolio
+6.25%
Quarters Held
14
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 3.3K | $1M | +6.25% |
| Q4 2025 | 3.2K | $2M | +9.60% |
| Q3 2025 | 3.2K | $2M | +3.62% |
| Q2 2025 | 3.2K | $2M | +4.09% |
| Q1 2025 | 3.0K | $1M | +3.47% |
| Q4 2024 | 4.0K | $2M | +3.71% |
| Q3 2024 | 3.0K | $1M | +3.23% |
| Q2 2024 | 4.1K | $2M | +3.88% |
| Q1 2024 | 4.3K | $2M | +2.11% |
| Q4 2023 | 4.6K | $2M | +2.13% |
| Q3 2023 | 5.2K | $2M | +2.10% |
| Q2 2023 | 8.9K | $3M | +3.24% |
| Q1 2023 | 6.5K | $2M | +3.49% |
| Q4 2022 | 6.2K | $1M | +1.75% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lgt Financial Advisors LLC’s full portfolio or all institutional holders of MSFT.