B&D White Capital Company’s Microsoft MSFT Stock Holding History

B&D White Capital Company’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$44.2M	Buy	118,445 +113,208	+2,162%	+$45.8M	4.4%	4
2026 Q1	$1.94M	Sell	5,237 -762	-13%	-$319K	0.24%	46
2025 Q4	$2.9M	Buy	5,999 +5,350	+824%	+$2.68M	0.34%	41
2025 Q3	$336K	Buy	649 +129	+25%	+$65.8K	0.04%	68
2025 Q2	$259K	Sell	520 -5,600	-92%	-$2.43M	0.04%	73
2025 Q1	$2.3M	Buy	6,120 +3,792	+163%	+$1.55M	0.34%	37
2024 Q4	$981K	Sell	2,328 -378	-14%	-$161K	0.17%	42
2024 Q3	$1.16M	Buy	+2,706	New	+$1.16M	0.2%	43
2024 Q2	–	Sell	-622	Closed	-$262K	–	59
2024 Q1	$262K	Buy	+622	New	+$252K	0.06%	49
2023 Q4	–	Sell	-11,396	Closed	-$3.6M	–	75
2023 Q3	$3.6M	Sell	11,396 -7,583	-40%	-$2.51M	1.34%	15
2023 Q2	$6.46M	Sell	18,979 -17	-0.1%	-$5.33K	2.23%	11
2023 Q1	$5.48M	Sell	18,996 -282	-1%	-$71.9K	1.86%	12
2022 Q4	$4.62M	Sell	19,278 -5,130	-21%	-$1.23M	1.16%	20
2022 Q3	$5.68M	Sell	24,408 -49,817	-67%	-$13.2M	2.13%	11
2022 Q2	$19.1M	Sell	74,225 -290,252	-80%	-$78.8M	8.11%	4
2022 Q1	$112M	Buy	364,477 +145,150	+66%	+$43.7M	35.81%	1
2021 Q4	$73.8M	Buy	219,327 +202,673	+1,217%	+$65.7M	24.25%	1
2021 Q3	$4.7M	Sell	16,654 -21,404	-56%	-$6.23M	1.81%	21
2021 Q2	$10.3M	Buy	38,058 +29,825	+362%	+$7.58M	4.59%	5
2021 Q1	$1.91M	Buy	8,233 +1,745	+27%	+$405K	1.02%	22
2020 Q4	$1.45M	Buy	+6,488	New	+$1.4M	0.83%	23

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

B&D White Capital Company's MSFT Position: Q2 2026 in Review

B&D White Capital Company increased its Microsoft (MSFT) stake by 2,162% in Q2 2026, buying an estimated $45.8M and bringing the position to 118,445 shares worth $44.2M. The position accounts for 4.4% of the portfolio, ranked #4.

B&D White Capital Company first reported a position in MSFT in Q4 2020 and has held it in 21 quarters since. The position peaked at $112M in Q1 2022. 6,235 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

B&D White Capital Company held 118,445 shares of Microsoft worth $44.2M as of Q2 2026.
B&D White Capital Company bought 113,208 Microsoft shares in Q2 2026, an estimated $45.8M.
Microsoft made up 4.4% of B&D White Capital Company's portfolio in Q2 2026, its #4 holding.
B&D White Capital Company first reported a position in Microsoft in Q4 2020 and has held it in 21 quarters since.
B&D White Capital Company's Microsoft position peaked at $112M in Q1 2022.
6,235 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on B&D White Capital Company's 13F filing for Q2 2026, filed 31 Jul 2026.