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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Capital Wealth Planning increased its Microsoft (MSFT) stake by 3.5% in Q2 2026, buying an estimated $35.9M and bringing the position to 2,596,309 shares worth $968M. The position accounts for 4.84% of the portfolio, ranked #4.

Capital Wealth Planning first reported a position in MSFT in Q2 2013 and has held it in 49 quarters since. 6,234 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Capital Wealth Planning held 2,596,309 shares of Microsoft worth $968M as of Q2 2026.
Capital Wealth Planning bought 88,704 Microsoft shares in Q2 2026, an estimated $35.9M.
Microsoft made up 4.84% of Capital Wealth Planning's portfolio in Q2 2026, its #4 holding.
Capital Wealth Planning first reported a position in Microsoft in Q2 2013 and has held it in 49 quarters since.
6,234 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.