Microsoft (MSFT)LBP Am SA added to its stake +191K shares

1.42M

Shares reported · +191K vs prior quarter

5.4%

Disclosed portfolio weight

$531M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 24, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Mar 30, 2026CongressDisclosed purchase of MSFT — reported range $1,001 - $15,000
2. May 11, 2026Federal contract · $4.2M obligatedDepartment of Defense awarded Microsoft: $4.23M obligated to date
3. May 12, 2026CongressDisclosed partial sale of MSFT — reported range $15,001 - $50,000
4. May 15, 2026CongressDisclosed purchase of MSFT — reported range $50,001 - $100,000
5. May 19, 2026Congress · 1 personMembers of Congress: 2 purchases, 2 sales
6. May 29, 2026Federal contract · $4.0M obligatedDepartment of State awarded Microsoft: $4.03M obligated to date
7. Jun 1, 2026Insider · 1 day before an 8-KCEO sold ~$7.15M of MSFT shares in the open market
8. Jun 2, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On June 2, 2026, Reid Hoffman, a member of the Board of Directors of Microsoft Corporation (the “Company”) since 2017, informed the Company of his decision not to stand for re-election at the Company’s 2026 annual shareholder meeting (the “Annual Meeting”).”
9. Jun 2, 2026CongressDisclosed partial sale of MSFT — reported range $1,001 - $15,000
10. Jun 8, 2026Federal contract · $6.7M obligatedDepartment of State awarded Microsoft: $6.74M obligated to date
11. Jun 8, 2026InsiderOfficer sold ~$1.03M of MSFT shares in the open market
12. Jun 10, 2026Insider · Their largest sale since 2024Officer sold ~$1.81M of MSFT shares in the open market
13. Jun 11, 2026Congress · 1 personMembers of Congress: 2 purchases
14. Jun 12, 2026Court · District Court, W.D. WashingtonSecurities lawsuit filed: In Re: Microsoft Corporation Securities Litigation
15. Jun 12, 2026Government · Federal Register noticeCertain GPU Computing Systems, Data Processing Unit (DPU) Technologies, and Associated Components Thereof, and Products Containing the Same; Notice of Institution of Investigation
16. Jun 16, 2026Congress · 2 peopleMembers of Congress: 2 sales
17. Jun 17, 2026Congress · 1 personMembers of Congress: 2 purchases
18. Jun 22, 2026Federal contract · $8.1M obligatedDepartment of Justice awarded Microsoft: $8.15M obligated to date
19. Jun 25, 2026CongressDisclosed sale of MSFT — reported range $1,001 - $15,000
20. Jul 6, 2026Layoff notice · RedmondLayoff notice filed in WA: 605 employees
21. Jul 14, 2026Government · Federal Register ruleEnhanced Favorable Treatment for the United Arab Emirates Under the Export Administration Regulations
22. Jul 17, 2026CongressDisclosed purchase of MSFT — reported range $15,001 - $50,000
23. Jul 21, 2026CongressDisclosed partial sale of MSFT — reported range $15,001 - $50,000
24. Jul 22, 2026Government · Federal Register noticeNotice Pursuant to the National Cooperative Research and Production Act of 1993-Dynamic Spectrum Alliance, Inc.
25. Jul 24, 2026Congress · 1 personMembers of Congress: 2 purchases

What came next

1. Jul 29, 2026Company filing · Form 8-K · ResultsReported its results
2. Jul 30, 2026CongressDisclosed sale of MSFT — reported range $1,001 - $15,000
3. Aug 4, 2026Insider · Their largest sale since 2024Officer sold ~$2.39M of MSFT shares in the open market
4. Aug 5, 2026InsiderCEO sold ~$4.88M of MSFT shares in the open market
5. Aug 11, 2026CongressDisclosed sale of MSFT — reported range $15,001 - $50,000
6. Aug 14, 2026Congress · 1 personMembers of Congress: 2 purchases, 2 sales
7. Aug 18, 2026CongressDisclosed purchase of MSFT — reported range $15,001 - $50,000
8. Aug 21, 2026CongressDisclosed partial sale of MSFT — reported range $15,001 - $50,000
9. Aug 26, 2026CongressDisclosed sale of MSFT — reported range $1,001 - $15,000
10. Aug 27, 2026CongressDisclosed partial sale of MSFT — reported range $15,001 - $50,000
11. Sep 1, 2026Insider · 1 personInsiders: 8 sales (~$43.4M)
12. Sep 10, 2026Congress · 1 personMembers of Congress: 2 purchases
13. Sep 14, 2026Insider · 1 personInsiders: 6 sales (~$20.8M)
14. Sep 22, 2026Layoff notice · RedmondLayoff notice filed in WA: 277 employees
15. Sep 24, 2026CongressDisclosed partial sale of MSFT — reported range $1,001 - $15,000
16. Sep 28, 2026CongressDisclosed partial sale of MSFT — reported range $1,001 - $15,000

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Microsoft

For Microsoft, OQRO holds 20 insider filings (SEC Form 4 or Form 144), 27 Congress trade reports and 293 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its MSFT page.

How this filing works

• SEC Form 13F

Other disclosures at Microsoft

• House Clerk periodic transaction reportOct 7, 2026
• House Clerk periodic transaction reportOct 2, 2026
• House Clerk periodic transaction reportOct 1, 2026
• House Clerk periodic transaction reportOct 1, 2026
• SEC Form 4Sep 15, 2026
• SEC Form 4Sep 15, 2026

Everything OQRO holds on this company is on its MSFT page.