Bearing Point Capital’s Microsoft MSFT Stock Holding History

Bearing Point 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 Q3	$22.3M	Buy	43,532 +2,061	+5%	+$953K	2.89%	5
2026 Q2	$15.5M	Buy	41,471 +767	+2%	+$310K	2.09%	10
2026 Q1	$15.1M	Buy	40,704 +2,414	+6%	+$1.01M	2.36%	5
2025 Q4	$18.5M	Buy	38,290 +3,004	+9%	+$1.51M	2.89%	3
2025 Q3	$18.3M	Sell	35,286 -61	-0.2%	-$31.1K	3.15%	3
2025 Q2	$17.6M	Buy	35,347 +1,250	+4%	+$543K	3.24%	3
2025 Q1	$12.8M	Buy	34,097 +139	+0.4%	+$56.7K	2.72%	3
2024 Q4	$14.3M	Buy	+33,958	New	+$14.5M	2.98%	3

Other funds holding MSFT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Bearing Point Capital's MSFT Position: Q3 2026 in Review

Bearing Point Capital increased its Microsoft (MSFT) stake by 5% in Q3 2026, buying an estimated $953K and bringing the position to 43,532 shares worth $22.3M. The position accounts for 2.89% of the portfolio, ranked #5.

Bearing Point Capital first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 5,206 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Bearing Point Capital held 43,532 shares of Microsoft worth $22.3M as of Q3 2026.
Bearing Point Capital bought 2,061 Microsoft shares in Q3 2026, an estimated $953K.
Microsoft made up 2.89% of Bearing Point Capital's portfolio in Q3 2026, its #5 holding.
Bearing Point Capital first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
5,206 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Bearing Point Capital's 13F filing for Q3 2026, filed 13 Nov 2026.