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Capital Wealth Alliance’s Microsoft MSFT Stock Holding History

Capital Wealth Alliance’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
Q1 		$1.39M Buy
3,752
+134
+4% +$56.1K 0.63% 27
2025
Q4 		$1.5M Buy
3,618
+1,216
+51% +$609K 0.64% 23
2025
Q3 		$1.24M Buy
2,402
+525
+28% +$268K 0.62% 27
2025
Q2 		$934K Buy
1,877
+1
+0.1% +$434 0.5% 35
2025
Q1 		$704K Buy
1,876
+1
+0.1% +$408 0.42% 36
2024
Q4 		$790K Buy
1,875
+12
+0.6% +$5.11K 0.45% 46
2024
Q3 		$802K Sell
1,863
-3,037
-62% -$1.3M 0.47% 41
2024
Q2 		$2.19M Buy
4,900
+710
+17% +$300K 1.25% 20
2024
Q1 		$1.76M Buy
4,190
+1,055
+34% +$427K 1.04% 23
2023
Q4 		$1.18M Buy
3,135
+121
+4% +$43.1K 0.81% 33
2023
Q3 		$952K Buy
3,014
+4
+0.1% +$1.32K 0.72% 34
2023
Q2 		$1.03M Sell
3,010
-302
-9% -$94.6K 0.77% 35
2023
Q1 		$955K Buy
3,312
+14
+0.4% +$3.57K 0.77% 34
2022
Q4 		$791K Sell
3,298
-267
-7% -$64.1K 0.66% 35
2022
Q3 		$830K Sell
3,565
-63
-2% -$16.6K 0.69% 36
2022
Q2 		$934K Buy
3,628
+97
+3% +$26.3K 0.65% 38
2022
Q1 		$1.09M Sell
3,531
-32
-0.9% -$9.63K 0.65% 40
2021
Q4 		$1.2M Sell
3,563
-4
-0.1% -$1.3K 0.7% 41
2021
Q3 		$1.08M Sell
3,567
-65
-2% -$18.9K 0.66% 42
2021
Q2 		$1.01M Buy
3,632
+160
+5% +$40.7K 0.64% 49
2021
Q1 		$818K Buy
3,472
+83
+2% +$19.3K 0.55% 59
2020
Q4 		$812K Buy
+3,389
New +$729K 0.59% 47
2020
Q3 		– Sell
-2,534
Closed -$532K – 46
2020
Q2 		$515K Sell
2,534
-1
-0% -$182 0.54% 52
2020
Q1 		$399K Buy
2,535
+45
+2% +$7.4K 0.42% 63
2019
Q4 		$424K Buy
+2,490
New +$366K 0.35% 63

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Wealth Alliance's MSFT Position: Q1 2026 in Review

Capital Wealth Alliance increased its Microsoft (MSFT) stake by 3.7% in Q1 2026, buying an estimated $56.1K and bringing the position to 3,752 shares worth $1.39M. The position accounts for 0.63% of the portfolio, ranked #27.

Capital Wealth Alliance first reported a position in MSFT in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.19M in Q2 2024. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Capital Wealth Alliance held 3,752 shares of Microsoft worth $1.39M as of Q1 2026.
  • Capital Wealth Alliance bought 134 Microsoft shares in Q1 2026, an estimated $56.1K.
  • Microsoft made up 0.63% of Capital Wealth Alliance's portfolio in Q1 2026, its #27 holding.
  • Capital Wealth Alliance first reported a position in Microsoft in Q4 2019 and has held it in 25 quarters since.
  • Capital Wealth Alliance's Microsoft position peaked at $2.19M in Q2 2024.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Capital Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.