Bellecapital’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$30.2M Buy
80,945
+17,211
+27% +$6.96M 4.83% 5
2026
Q1
$23.6M Buy
63,734
+9,596
+18% +$4.02M 4.26% 5
2025
Q4
$26.2M Sell
54,138
-11,756
-18% -$5.89M 4.65% 5
2025
Q3
$34.1M Buy
65,894
+743
+1% +$379K 5.51% 1
2025
Q2
$32.4M Sell
65,151
-92
-0.1% -$40K 5.75% 2
2025
Q1
$24.5M Buy
65,243
+292
+0.4% +$119K 4.84% 3
2024
Q4
$27.4M Buy
64,951
+6,256
+11% +$2.66M 4.84% 3
2024
Q3
$25.3M Buy
58,695
+1,179
+2% +$504K 5.01% 2
2024
Q2
$25.7M Sell
57,516
-140
-0.2% -$59.1K 5.45% 1
2024
Q1
$24.3M Sell
57,656
-6,702
-10% -$2.71M 5.35% 1
2023
Q4
$24.2M Sell
64,358
-3,858
-6% -$1.37M 5.48% 1
2023
Q3
$21.5M Sell
68,216
-7
-0% -$2.31K 5.4% 1
2023
Q2
$23.2M Sell
68,223
-1,499
-2% -$470K 5.62% 1
2023
Q1
$20.1M Buy
69,722
+1,154
+2% +$294K 5% 1
2022
Q4
$16.4M Buy
68,568
+655
+1% +$157K 4.62% 1
2022
Q3
$15.8M Sell
67,913
-5,196
-7% -$1.37M 4.83% 2
2022
Q2
$18.8M Buy
73,109
+28,684
+65% +$7.78M 5.24% 1
2022
Q1
$13.7M Buy
44,425
+5,139
+13% +$1.55M 4.34% 2
2021
Q4
$13.2M Buy
39,286
+564
+1% +$183K 3.77% 3
2021
Q3
$10.9M Buy
38,722
+458
+1% +$133K 3.33% 4
2021
Q2
$10.4M Sell
38,264
-4,604
-11% -$1.17M 3.15% 5
2021
Q1
$10.1M Buy
42,868
+7,589
+22% +$1.76M 3.16% 4
2020
Q4
$7.85M Buy
35,279
+4,634
+15% +$996K 2.62% 6
2020
Q3
$6.45M Sell
30,645
-1
-0% -$210 2.95% 6
2020
Q2
$6.24M Buy
30,646
+2,231
+8% +$405K 2.93% 8
2020
Q1
$4.48M Buy
28,415
+17,574
+162% +$2.89M 2.87% 9
2019
Q4
$1.71M Buy
10,841
+1,415
+15% +$208K 0.88% 28
2019
Q3
$1.31M Buy
9,426
+1,027
+12% +$141K 0.79% 31
2019
Q2
$1.13M Sell
8,399
-1,363
-14% -$173K 0.7% 33
2019
Q1
$1.15M Hold
9,762
0.73% 30
2018
Q4
$992K Buy
9,762
+2,329
+31% +$249K 0.71% 30
2018
Q3
$850K Sell
7,433
-550
-7% -$59.6K 0.56% 36
2018
Q2
$787K Hold
7,983
0.57% 33
2018
Q1
$729K Buy
7,983
+487
+6% +$44.5K 0.68% 33
2017
Q4
$641K Buy
7,496
+1,171
+19% +$96.1K 0.52% 40
2017
Q3
$471K Hold
6,325
0.56% 40
2017
Q2
$436K Hold
6,325
0.38% 42
2017
Q1
$417K Sell
6,325
-1,500
-19% -$96.1K 0.39% 45
2016
Q4
$486K Buy
7,825
+1,750
+29% +$105K 0.43% 44
2016
Q3
$340K Hold
6,075
0.38% 47
2016
Q2
$311K Hold
6,075
0.34% 46
2016
Q1
$321K Buy
+6,075
New +$318K 0.43% 40
2015
Q3
Sell
-4,950
Closed -$219K 49
2015
Q2
$219K Sell
4,950
-2,564
-34% -$117K 0.28% 47
2015
Q1
$305K Hold
7,514
0.41% 41
2014
Q4
$349K Sell
7,514
-4,950
-40% -$232K 0.47% 42
2014
Q3
$578K Hold
12,464
0.67% 38
2014
Q2
$520K Buy
+12,464
New +$504K 0.51% 44

Other funds holding MSFT

Bellecapital's MSFT Position: Q2 2026 in Review

Bellecapital increased its Microsoft (MSFT) stake by 27% in Q2 2026, buying an estimated $6.96M and bringing the position to 80,945 shares worth $30.2M. The position accounts for 4.83% of the portfolio, ranked #5.

Bellecapital first reported a position in MSFT in Q2 2014 and has held it in 47 quarters since. The position peaked at $34.1M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Bellecapital held 80,945 shares of Microsoft worth $30.2M as of Q2 2026.
  • Bellecapital bought 17,211 Microsoft shares in Q2 2026, an estimated $6.96M.
  • Microsoft made up 4.83% of Bellecapital's portfolio in Q2 2026, its #5 holding.
  • Bellecapital first reported a position in Microsoft in Q2 2014 and has held it in 47 quarters since.
  • Bellecapital's Microsoft position peaked at $34.1M in Q3 2025.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Bellecapital's 13F filing for Q2 2026, filed 22 Jul 2026.