BMC
MSFT icon

Bear Mountain Capital’s Microsoft MSFT Stock Holding History

Bear Mountain 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 		$1.12M Sell
2,905
-47
-2% -$19K 0.32% 29
2026
Q1 		$1.23M Sell
2,952
-69
-2% -$28.9K 0.37% 28
2025
Q4 		$1.38M Sell
3,021
-136
-4% -$68.2K 0.45% 25
2025
Q3 		$1.63M Sell
3,157
-4
-0.1% -$2.04K 0.55% 24
2025
Q2 		$1.61M Sell
3,161
-38
-1% -$16.5K 0.58% 24
2025
Q1 		$1.26M Buy
3,199
+953
+42% +$389K 0.49% 23
2024
Q4 		$1M Sell
2,246
-66
-3% -$28.1K 0.39% 28
2024
Q3 		$968K Hold
2,312
– – 0.38% 29
2024
Q2 		$1.05M Sell
2,312
-1
-0% -$422 0.43% 28
2024
Q1 		$953K Sell
2,313
-294
-11% -$119K 0.41% 28
2023
Q4 		$1.02M Buy
+2,607
New +$928K 0.43% 25

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bear Mountain Capital's MSFT Position: Q2 2026 in Review

Bear Mountain Capital reduced its Microsoft (MSFT) stake by 1.6% in Q2 2026, selling an estimated $19K and leaving 2,905 shares worth $1.12M. The position accounts for 0.32% of the portfolio, ranked #29.

Bear Mountain Capital first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.63M in Q3 2025. 2,740 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Bear Mountain Capital held 2,905 shares of Microsoft worth $1.12M as of Q2 2026.
  • Bear Mountain Capital sold 47 Microsoft shares in Q2 2026, an estimated $19K.
  • Microsoft made up 0.32% of Bear Mountain Capital's portfolio in Q2 2026, its #29 holding.
  • Bear Mountain Capital first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Bear Mountain Capital's Microsoft position peaked at $1.63M in Q3 2025.
  • 2,740 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.