Appalachian Capital Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$343K Buy
920
+3
+0.3% +$1.21K 0.25% 37
2026
Q1
$339K Buy
917
+132
+17% +$55.2K 0.27% 31
2025
Q4
$380K Buy
+785
New +$393K 0.3% 29

Other funds holding MSFT

Appalachian Capital Management's MSFT Position: Q2 2026 in Review

Appalachian Capital Management increased its Microsoft (MSFT) stake by 0.33% in Q2 2026, buying an estimated $1.21K and bringing the position to 920 shares worth $343K. The position accounts for 0.25% of the portfolio, ranked #37.

Appalachian Capital Management first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $380K in Q4 2025. 6,209 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Appalachian Capital Management held 920 shares of Microsoft worth $343K as of Q2 2026.
  • Appalachian Capital Management bought 3 Microsoft shares in Q2 2026, an estimated $1.21K.
  • Microsoft made up 0.25% of Appalachian Capital Management's portfolio in Q2 2026, its #37 holding.
  • Appalachian Capital Management first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Appalachian Capital Management's Microsoft position peaked at $380K in Q4 2025.
  • 6,209 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Appalachian Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.