Capitol Family Office’s Microsoft MSFT Stock Holding History

Capitol Family Office’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	$2.09M	Sell	5,610 -194	-3%	-$78.5K	2.21%	8
2026 Q1	$2.81M	Hold	5,804	–	–	3.31%	6
2025 Q4	$2.81M	Sell	5,804 -786	-12%	-$394K	3.31%	6
2025 Q3	$3.41M	Sell	6,590 -24	-0.4%	-$12.2K	4.14%	5
2025 Q2	$3.29M	Sell	6,614 -182	-3%	-$79K	4.29%	4
2025 Q1	$2.55M	Sell	6,796 -2,131	-24%	-$869K	3.61%	7
2024 Q4	$3.76M	Sell	8,927 -310	-3%	-$132K	5.02%	4
2024 Q3	$3.97M	Sell	9,237 -63	-0.7%	-$26.9K	4.92%	5
2024 Q2	$4.16M	Sell	9,300 -339	-4%	-$143K	5.56%	4
2024 Q1	$4.06M	Buy	9,639 +73	+0.8%	+$29.6K	5.25%	5
2023 Q4	$3.6M	Sell	9,566 -1,226	-11%	-$436K	6.06%	5
2023 Q3	$3.41M	Buy	10,792 +4,180	+63%	+$1.38M	6.42%	5
2023 Q2	$2.25M	Buy	6,612 +820	+14%	+$257K	5.14%	7
2023 Q1	$1.67M	Hold	5,792	–	–	3.29%	12
2022 Q4	$1.39M	Buy	5,792 +3,169	+121%	+$761K	2.81%	12
2022 Q3	$611K	Hold	2,623	–	–	0.92%	12
2022 Q2	$674K	Hold	2,623	–	–	0.69%	16
2022 Q1	$809K	Hold	2,623	–	–	0.65%	18
2021 Q4	$882K	Buy	+2,623	New	+$850K	0.61%	21

Other funds holding MSFT

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Capitol Family Office's MSFT Position: Q2 2026 in Review

Capitol Family Office reduced its Microsoft (MSFT) stake by 3.3% in Q2 2026, selling an estimated $78.5K and leaving 5,610 shares worth $2.09M. The position accounts for 2.21% of the portfolio, ranked #8.

Capitol Family Office first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.16M in Q2 2024. 3,759 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Capitol Family Office held 5,610 shares of Microsoft worth $2.09M as of Q2 2026.
Capitol Family Office sold 194 Microsoft shares in Q2 2026, an estimated $78.5K.
Microsoft made up 2.21% of Capitol Family Office's portfolio in Q2 2026, its #8 holding.
Capitol Family Office first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
Capitol Family Office's Microsoft position peaked at $4.16M in Q2 2024.
3,759 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Capitol Family Office's 13F filing for Q2 2026, filed 31 Jul 2026.