Bay Capital Advisors’s Microsoft MSFT Stock Holding History

Bay Capital Advisors’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	$1.19M	Buy	3,191 +12	+0.4%	+$4.86K	0.64%	28
2026 Q1	$1.18M	Sell	3,179 -259	-8%	-$108K	0.73%	24
2025 Q4	$1.66M	Buy	3,438 +62	+2%	+$31.1K	1.01%	21
2025 Q3	$1.75M	Sell	3,376 -157	-4%	-$80.1K	1.14%	18
2025 Q2	$1.76M	Sell	3,533 -69	-2%	-$30K	1.34%	13
2025 Q1	$1.35M	Sell	3,602 -344	-9%	-$140K	1.13%	19
2024 Q4	$1.66M	Buy	+3,946	New	+$1.68M	1.34%	16

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Bay Capital Advisors's MSFT Position: Q2 2026 in Review

Bay Capital Advisors increased its Microsoft (MSFT) stake by 0.38% in Q2 2026, buying an estimated $4.86K and bringing the position to 3,191 shares worth $1.19M. The position accounts for 0.64% of the portfolio, ranked #28.

Bay Capital Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.76M in Q2 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Bay Capital Advisors held 3,191 shares of Microsoft worth $1.19M as of Q2 2026.
Bay Capital Advisors bought 12 Microsoft shares in Q2 2026, an estimated $4.86K.
Microsoft made up 0.64% of Bay Capital Advisors's portfolio in Q2 2026, its #28 holding.
Bay Capital Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Bay Capital Advisors's Microsoft position peaked at $1.76M in Q2 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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