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 Q3	$326K	Sell	635 -11	-2%	-$5.09K	0.07%	35
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

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

Capital Wealth Management reduced its Microsoft (MSFT) stake by 1.7% in Q3 2026, selling an estimated $5.09K and leaving 635 shares worth $326K. The position accounts for 0.07% of the portfolio, ranked #35.

Capital Wealth Management first reported a position in MSFT in Q1 2019 and has held it in 18 quarters since. The position peaked at $704K in Q2 2024. 3,890 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Capital Wealth Management held 635 shares of Microsoft worth $326K as of Q3 2026.
Capital Wealth Management sold 11 Microsoft shares in Q3 2026, an estimated $5.09K.
Microsoft made up 0.07% of Capital Wealth Management's portfolio in Q3 2026, its #35 holding.
Capital Wealth Management first reported a position in Microsoft in Q1 2019 and has held it in 18 quarters since.
Capital Wealth Management's Microsoft position peaked at $704K in Q2 2024.
3,890 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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