Capital Wealth Management’s Microsoft MSFT Stock Holding History

Capital 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 Q2	$241K	Buy	646 +11	+2%	+$4.45K	0.06%	34
2026 Q1	$235K	Sell	635 -189	-23%	-$79.1K	0.06%	32
2025 Q4	$399K	Sell	824 -480	-37%	-$241K	0.13%	30
2025 Q3	$675K	Hold	1,304	–	–	0.24%	29
2025 Q2	$649K	Hold	1,304	–	–	0.24%	31
2025 Q1	$490K	Hold	1,304	–	–	0.2%	33
2024 Q4	$550K	Hold	1,304	–	–	0.24%	32
2024 Q3	$561K	Sell	1,304 -272	-17%	-$116K	0.24%	32
2024 Q2	$704K	Hold	1,576	–	–	0.32%	28
2024 Q1	$663K	Sell	1,576 -16	-1%	-$6.48K	0.32%	28
2023 Q4	$599K	Buy	1,592 +26	+2%	+$9.25K	0.31%	31
2023 Q3	$494K	Hold	1,566	–	–	0.27%	32
2023 Q2	$533K	Hold	1,566	–	–	0.29%	31
2023 Q1	$451K	Buy	+1,566	New	+$399K	0.26%	31
2019 Q4	–	Sell	-1,936	Closed	-$269K	–	33
2019 Q3	$269K	Sell	1,936 -177	-8%	-$24.3K	0.29%	26
2019 Q2	$283K	Buy	2,113 +53	+3%	+$6.73K	0.28%	28
2019 Q1	$243K	Buy	+2,060	New	+$225K	0.24%	30

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Capital Wealth Management's MSFT Position: Q2 2026 in Review

Capital Wealth Management increased its Microsoft (MSFT) stake by 1.7% in Q2 2026, buying an estimated $4.45K and bringing the position to 646 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #34.

Capital Wealth Management first reported a position in MSFT in Q1 2019 and has held it in 17 quarters since. The position peaked at $704K in Q2 2024. 2,541 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Capital Wealth Management held 646 shares of Microsoft worth $241K as of Q2 2026.
Capital Wealth Management bought 11 Microsoft shares in Q2 2026, an estimated $4.45K.
Microsoft made up 0.06% of Capital Wealth Management's portfolio in Q2 2026, its #34 holding.
Capital Wealth Management first reported a position in Microsoft in Q1 2019 and has held it in 17 quarters since.
Capital Wealth Management's Microsoft position peaked at $704K in Q2 2024.
2,541 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Capital Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.