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Capstone Capital’s Microsoft MSFT Stock Holding History

Capstone Capital’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 		$539K Sell
1,444
-5
-0.3% -$2.02K 0.31% 10
2026
Q1 		$536K Buy
1,449
+71
+5% +$29.7K 0.35% 11
2025
Q4 		$666K Sell
1,378
-636
-32% -$319K 0.43% 8
2025
Q3 		$1.04M Buy
2,014
+347
+21% +$177K 0.7% 6
2025
Q2 		$829K Sell
1,667
-51
-3% -$22.1K 0.6% 7
2025
Q1 		$645K Buy
1,718
+51
+3% +$20.8K 0.52% 9
2024
Q4 		$703K Hold
1,667
– – 0.57% 8
2024
Q3 		$717K Buy
1,667
+92
+6% +$39.3K 0.6% 9
2024
Q2 		$704K Hold
1,575
– – 0.63% 9
2024
Q1 		$663K Hold
1,575
– – 0.57% 10
2023
Q4 		$592K Buy
+1,575
New +$561K 0.58% 11

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capstone Capital's MSFT Position: Q2 2026 in Review

Capstone Capital reduced its Microsoft (MSFT) stake by 0.35% in Q2 2026, selling an estimated $2.02K and leaving 1,444 shares worth $539K. The position accounts for 0.31% of the portfolio, ranked #10.

Capstone Capital first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Capstone Capital held 1,444 shares of Microsoft worth $539K as of Q2 2026.
  • Capstone Capital sold 5 Microsoft shares in Q2 2026, an estimated $2.02K.
  • Microsoft made up 0.31% of Capstone Capital's portfolio in Q2 2026, its #10 holding.
  • Capstone Capital first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Capstone Capital's Microsoft position peaked at $1.04M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Capstone Capital's 13F filing for Q2 2026, filed 22 Jul 2026.