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Belmont Capital’s Microsoft MSFT Stock Holding History

Belmont 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
2025
Q2 		$52M Buy
104,568
+2,241
+2% +$973K 7.91% 4
2025
Q1 		$38.4M Buy
102,327
+6,889
+7% +$2.81M 6.9% 4
2024
Q4 		$40.2M Sell
95,438
-14,893
-13% -$6.34M 6.54% 4
2024
Q3 		$47.5M Buy
110,331
+16,384
+17% +$7M 7.89% 4
2024
Q2 		$42M Buy
93,947
+22,806
+32% +$9.63M 7.84% 4
2024
Q1 		$29.9M Buy
71,141
+25,606
+56% +$10.4M 8.16% 3
2023
Q4 		$17.1M Buy
45,535
+8,134
+22% +$2.9M 7.31% 3
2023
Q3 		$11.8M Sell
37,401
-2,754
-7% -$910K 6.38% 3
2023
Q2 		$13.7M Buy
40,155
+7,003
+21% +$2.19M 7.68% 3
2023
Q1 		$9.56M Buy
33,152
+17,838
+116% +$4.55M 7.91% 4
2022
Q4 		$3.67M Buy
15,314
+440
+3% +$106K 3.93% 7
2022
Q3 		$3.46M Buy
14,874
+7,616
+105% +$2.01M 4.09% 6
2022
Q2 		$1.86M Buy
7,258
+110
+2% +$29.9K 2.26% 7
2022
Q1 		$2.2M Buy
7,148
+7,103
+15,784% +$2.14M 2.2% 6
2021
Q4 		$15K Buy
45
+23
+105% +$7.46K 0.01% 47
2021
Q3 		$6K Buy
+22
New +$6.4K ﹤0.01% 60

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Belmont Capital's MSFT Position: Q2 2025 in Review

Belmont Capital increased its Microsoft (MSFT) stake by 2.2% in Q2 2025, buying an estimated $973K and bringing the position to 104,568 shares worth $52M. The position accounts for 7.91% of the portfolio, ranked #4.

Belmont Capital first reported a position in MSFT in Q3 2021 and has held it in 16 quarters since. 5,815 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

  • Belmont Capital held 104,568 shares of Microsoft worth $52M as of Q2 2025.
  • Belmont Capital bought 2,241 Microsoft shares in Q2 2025, an estimated $973K.
  • Microsoft made up 7.91% of Belmont Capital's portfolio in Q2 2025, its #4 holding.
  • Belmont Capital first reported a position in Microsoft in Q3 2021 and has held it in 16 quarters since.
  • 5,815 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.