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Capital Wealth Planning’s Microsoft MSFT Stock Holding History

Capital Wealth Planning’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
2017
Q3 		– Sell
-47,900
Closed -$3K – 175
2017
Q2 		$3K Buy
+47,900
New +$3.29M ﹤0.01% 113

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 Planning's MSFT Position: Q1 2026 in Review

Capital Wealth Planning increased its Microsoft (MSFT) stake by 52% in Q1 2026, buying an estimated $359M and bringing the position to 2,507,605 shares worth $928M. The position accounts for 5.12% of the portfolio, ranked #1.

Capital Wealth Planning first reported a position in MSFT in Q2 2013 and has held it in 48 quarters since. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Capital Wealth Planning held 2,507,605 shares of Microsoft worth $928M as of Q1 2026.
  • Capital Wealth Planning bought 858,449 Microsoft shares in Q1 2026, an estimated $359M.
  • Microsoft made up 5.12% of Capital Wealth Planning's portfolio in Q1 2026, its #1 holding.
  • Capital Wealth Planning first reported a position in Microsoft in Q2 2013 and has held it in 48 quarters since.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Capital Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.