Campbell Deegan Wealth Management’s Microsoft MSFT Stock Holding History

Campbell Deegan Wealth 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	$2.16M	Sell	4,207 -474	-10%	-$219K	1.48%	11
2026 Q2	$1.75M	Buy	4,681 +325	+7%	+$131K	1.24%	10
2026 Q1	$1.61M	Buy	4,356 +51	+1%	+$21.3K	1.29%	10
2025 Q4	$2.08M	Sell	4,305 -4	-0.1%	-$2K	1.68%	11
2025 Q3	$2.23M	Buy	4,309 +12	+0.3%	+$6.12K	1.99%	9
2025 Q2	$2.14M	Sell	4,297 -121	-3%	-$52.5K	2.1%	7
2025 Q1	$1.66M	Sell	4,418 -330	-7%	-$135K	1.91%	9
2024 Q4	$2M	Buy	+4,748	New	+$2.02M	2.4%	7

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

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Campbell Deegan Wealth Management's MSFT Position: Q3 2026 in Review

Campbell Deegan Wealth Management reduced its Microsoft (MSFT) stake by 10% in Q3 2026, selling an estimated $219K and leaving 4,207 shares worth $2.16M. The position accounts for 1.48% of the portfolio, ranked #11.

Campbell Deegan Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.23M in Q3 2025. 4,862 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Campbell Deegan Wealth Management held 4,207 shares of Microsoft worth $2.16M as of Q3 2026.
Campbell Deegan Wealth Management sold 474 Microsoft shares in Q3 2026, an estimated $219K.
Microsoft made up 1.48% of Campbell Deegan Wealth Management's portfolio in Q3 2026, its #11 holding.
Campbell Deegan Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
Campbell Deegan Wealth Management's Microsoft position peaked at $2.23M in Q3 2025.
4,862 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Campbell Deegan Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.