Lineweaver Wealth Advisors Boosts Microsoft Holdings

Investment firm increases stake in tech giant by 10% in Q4 2025

Apr. 7, 2026 at 9:13am

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An extreme close-up of a tangle of metal gears, wires, and circuit boards, conceptually representing the complex financial infrastructure that powers Microsoft's cloud computing and enterprise software business.Lineweaver Wealth Advisors' increased stake in Microsoft reflects the firm's confidence in the tech giant's long-term growth potential.Redmond Today

Lineweaver Wealth Advisors LLC grew its stake in Microsoft Corporation (NASDAQ:MSFT) by 10.1% in the fourth quarter, according to a recent SEC filing. The fund now owns 25,530 shares of the software giant's stock, valued at $12.35 million, making Microsoft the 14th largest holding in Lineweaver's portfolio.

Why it matters

This filing provides insight into the investment strategies of Lineweaver Wealth Advisors, a prominent wealth management firm. The increase in Microsoft holdings suggests the firm sees continued growth potential in the tech company, which remains one of the most widely held stocks among institutional investors.

The details

Lineweaver Wealth Advisors added 2,343 Microsoft shares to its portfolio during the fourth quarter, bringing its total position to 25,530 shares. Microsoft now makes up approximately 1.7% of the firm's total holdings. The move comes as Microsoft stock has seen volatility in recent months, trading between $344 and $555 over the past year.

  • Lineweaver Wealth Advisors filed the 13F report disclosing the Microsoft holdings on April 7, 2026.
  • The reported activity covers the fourth quarter of 2025, from October 1 to December 31.

The players

Lineweaver Wealth Advisors LLC

A wealth management firm based in Redmond, Washington that oversees $12.35 million in Microsoft stock as part of its broader investment portfolio.

Microsoft Corporation

A global technology company headquartered in Redmond, Washington, best known for its Windows operating system, Microsoft 365 productivity suite, and cloud computing services.

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The takeaway

Lineweaver Wealth Advisors' increased stake in Microsoft reflects the firm's confidence in the tech giant's long-term growth prospects, even as the stock has seen volatility in recent months. This filing provides a window into the investment strategies of a prominent wealth management firm and the ongoing institutional interest in one of the world's largest technology companies.