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Bulwark Capital’s Microsoft MSFT Stock Holding History

Bulwark 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 		$5.34M Buy
10,408
+10,014
+2,542% +$4.63M 2.82% 10
2026
Q2 		$147K Hold
394
– – 0.08% 58
2026
Q1 		$146K Buy
394
+227
+136% +$95K 0.09% 56
2025
Q4 		$80.8K Buy
167
+103
+161% +$51.6K 0.06% 61
2025
Q3 		$33.1K Hold
64
– – 0.03% 72
2025
Q2 		$31.8K Buy
+64
New +$27.8K 0.03% 69

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Bulwark Capital's MSFT Position: Q3 2026 in Review

Bulwark Capital increased its Microsoft (MSFT) stake by 2,542% in Q3 2026, buying an estimated $4.63M and bringing the position to 10,408 shares worth $5.34M. The position accounts for 2.82% of the portfolio, ranked #10.

Bulwark Capital first reported a position in MSFT in Q2 2025 and has held it in 6 quarters since. 1,157 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Bulwark Capital held 10,408 shares of Microsoft worth $5.34M as of Q3 2026.
  • Bulwark Capital bought 10,014 Microsoft shares in Q3 2026, an estimated $4.63M.
  • Microsoft made up 2.82% of Bulwark Capital's portfolio in Q3 2026, its #10 holding.
  • Bulwark Capital first reported a position in Microsoft in Q2 2025 and has held it in 6 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.