Birch Capital Management
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Birch Capital Management’s Microsoft MSFT Stock Holding History

Birch Capital Management’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 		$16.4M Buy
32,063
+79
+0.2% +$36.5K 7.71% 3
2026
Q2 		$11.9M Buy
31,984
+374
+1% +$151K 5.83% 3
2026
Q1 		$11.7M Sell
31,610
-191
-0.6% -$79.9K 6.13% 3
2025
Q4 		$15.4M Buy
31,801
+3
+0% +$1.5K 7.67% 2
2025
Q3 		$16.5M Sell
31,798
-978
-3% -$499K 8.4% 2
2025
Q2 		$16.3M Hold
32,776
– – 8.35% 1
2025
Q1 		$12.3M Sell
32,776
-687
-2% -$280K 6.4% 3
2024
Q4 		$14.1M Buy
33,463
+2,227
+7% +$949K 7.1% 3
2024
Q3 		$13.4M Sell
31,236
-7
-0% -$2.99K 6.57% 4
2024
Q2 		$14M Sell
31,243
-23
-0.1% -$9.7K 7.26% 3
2024
Q1 		$13.2M Buy
31,266
+713
+2% +$289K 6.83% 3
2023
Q4 		$11.5M Hold
30,553
– – 6.59% 4
2023
Q3 		$9.6M Sell
30,553
-90
-0.3% -$29.7K 6.1% 4
2023
Q2 		$10.4M Sell
30,643
-504
-2% -$158K 6.34% 4
2023
Q1 		$8.98M Sell
31,147
-500
-2% -$128K 5.78% 4
2022
Q4 		$7.59M Buy
31,647
+2,575
+9% +$618K 5.22% 4
2022
Q3 		$6.77M Sell
29,072
-1,104
-4% -$292K 5.11% 5
2022
Q2 		$7.75M Buy
30,176
+264
+0.9% +$71.6K 5.53% 3
2022
Q1 		$9.22M Buy
29,912
+991
+3% +$298K 5.67% 2
2021
Q4 		$9.7M Buy
28,921
+274
+1% +$88.8K 5.83% 2
2021
Q3 		$8.08M Buy
28,647
+1
+0% +$291 5.48% 2
2021
Q2 		$7.76M Hold
28,646
– – 5.27% 2
2021
Q1 		$6.75M Sell
28,646
-1,064
-4% -$247K 4.97% 3
2020
Q4 		$6.61M Hold
29,710
– – 5.04% 3
2020
Q3 		$6.25M Buy
29,710
+1
+0% +$210 5.43% 3
2020
Q2 		$6.05M Hold
29,709
– – 5.66% 2
2020
Q1 		$4.68M Buy
29,709
+1
+0% +$164 5.39% 3
2019
Q4 		$4.68M Buy
+29,708
New +$4.36M 4.59% 5

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Birch Capital Management's MSFT Position: Q3 2026 in Review

Birch Capital Management increased its Microsoft (MSFT) stake by 0.25% in Q3 2026, buying an estimated $36.5K and bringing the position to 32,063 shares worth $16.4M. The position accounts for 7.71% of the portfolio, ranked #3.

Birch Capital Management first reported a position in MSFT in Q4 2019 and has held it in 28 quarters since. The position peaked at $16.5M in Q3 2025. 2,898 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Birch Capital Management held 32,063 shares of Microsoft worth $16.4M as of Q3 2026.
  • Birch Capital Management bought 79 Microsoft shares in Q3 2026, an estimated $36.5K.
  • Microsoft made up 7.71% of Birch Capital Management's portfolio in Q3 2026, its #3 holding.
  • Birch Capital Management first reported a position in Microsoft in Q4 2019 and has held it in 28 quarters since.
  • Birch Capital Management's Microsoft position peaked at $16.5M in Q3 2025.
  • 2,898 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Birch Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.