BDFS Capital’s Microsoft MSFT Stock Holding History

BDFS Capital’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	$2.16M	Buy	5,794 +771	+15%	+$312K	0.94%	16
2026 Q1	$1.86M	Buy	5,023 +141	+3%	+$59K	0.89%	15
2025 Q4	$2.36M	Buy	+4,882	New	+$2.45M	1.19%	14

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

BDFS Capital's MSFT Position: Q2 2026 in Review

BDFS Capital increased its Microsoft (MSFT) stake by 15% in Q2 2026, buying an estimated $312K and bringing the position to 5,794 shares worth $2.16M. The position accounts for 0.94% of the portfolio, ranked #16.

BDFS Capital first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.36M in Q4 2025. 6,178 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

BDFS Capital held 5,794 shares of Microsoft worth $2.16M as of Q2 2026.
BDFS Capital bought 771 Microsoft shares in Q2 2026, an estimated $312K.
Microsoft made up 0.94% of BDFS Capital's portfolio in Q2 2026, its #16 holding.
BDFS Capital first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
BDFS Capital's Microsoft position peaked at $2.36M in Q4 2025.
6,178 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on BDFS Capital's 13F filing for Q2 2026, filed 15 Jul 2026.