Capstone Investment Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.03B | Buy |
2,773,897
+2,051,565
| +284% | +$858M | 1.79% | 8 |
|
|
2025
Q4 | $349M | Sell |
722,332
-1,418,689
| -66% | -$711M | 0.68% | 26 |
|
|
2025
Q3 | $1.11B | Buy |
2,141,021
+517,839
| +32% | +$264M | 2.06% | 9 |
|
|
2025
Q2 | $807M | Sell |
1,623,182
-846,004
| -34% | -$367M | 2% | 11 |
|
|
2025
Q1 | $927M | Sell |
2,469,186
-1,247,846
| -34% | -$509M | 2.45% | 9 |
|
|
2024
Q4 | $1.57B | Buy |
3,717,032
+3,681,994
| +10,509% | +$1.57B | 3.78% | 6 |
|
|
2024
Q3 | $15.1M | Buy |
35,038
+30,860
| +739% | +$13.2M | 0.05% | 227 |
|
|
2024
Q2 | $1.87M | Sell |
4,178
-24,974
| -86% | -$10.5M | 0.01% | 748 |
|
|
2024
Q1 | $12.3M | Buy |
29,152
+26,247
| +904% | +$10.6M | 0.04% | 242 |
|
|
2023
Q4 | $1.09M | Sell |
2,905
-33,883
| -92% | -$12.1M | ﹤0.01% | 1020 |
|
|
2023
Q3 | $11.6M | Buy |
36,788
+24,221
| +193% | +$8M | 0.05% | 248 |
|
|
2023
Q2 | $4.28M | Sell |
12,567
-42,582
| -77% | -$13.3M | 0.02% | 420 |
|
|
2023
Q1 | $15.9M | Sell |
55,149
-7,224
| -12% | -$1.84M | 0.08% | 170 |
|
|
2022
Q4 | $15M | Sell |
62,373
-452,494
| -88% | -$109M | 0.11% | 160 |
|
|
2022
Q3 | $120M | Buy |
514,867
+292,747
| +132% | +$77.3M | 0.72% | 12 |
|
|
2022
Q2 | $57M | Sell |
222,120
-71,759
| -24% | -$19.5M | 0.28% | 41 |
|
|
2022
Q1 | $90.6M | Buy |
293,879
+184,981
| +170% | +$55.7M | 0.25% | 44 |
|
|
2021
Q4 | $36.6M | Sell |
108,898
-292,814
| -73% | -$94.9M | 0.06% | 281 |
|
|
2021
Q3 | $113M | Buy |
401,712
+395,560
| +6,430% | +$115M | 0.22% | 88 |
|
|
2021
Q2 | $1.67M | Sell |
6,152
-79,359
| -93% | -$20.2M | ﹤0.01% | 1090 |
|
|
2021
Q1 | $20.2M | Buy |
85,511
+18,372
| +27% | +$4.26M | 0.06% | 294 |
|
|
2020
Q4 | $14.9M | Buy |
67,139
+63,560
| +1,776% | +$13.7M | 0.05% | 306 |
|
|
2020
Q3 | $753K | Sell |
3,579
-52,609
| -94% | -$11M | ﹤0.01% | 1087 |
|
|
2020
Q2 | $11.4M | Buy |
56,188
+14,670
| +35% | +$2.66M | 0.08% | 229 |
|
|
2020
Q1 | $6.55M | Sell |
41,518
-211,495
| -84% | -$34.8M | 0.11% | 209 |
|
|
2019
Q4 | $39.9M | Buy |
253,013
+134,341
| +113% | +$19.7M | 0.22% | 108 |
|
|
2019
Q3 | $16.5M | Buy |
118,672
+45,966
| +63% | +$6.32M | 0.11% | 173 |
|
|
2019
Q2 | $9.74M | Buy |
72,706
+56,689
| +354% | +$7.2M | 0.07% | 299 |
|
|
2019
Q1 | $1.89M | Sell |
16,017
-64,345
| -80% | -$7.02M | 0.02% | 625 |
|
|
2018
Q4 | $8.16M | Buy |
80,362
+53,313
| +197% | +$5.71M | 0.1% | 164 |
|
|
2018
Q3 | $3.09M | Sell |
27,049
-71,699
| -73% | -$7.77M | 0.04% | 340 |
|
|
2018
Q2 | $9.74M | Sell |
98,748
-737
| -0.7% | -$71.4K | 0.15% | 101 |
|
|
2018
Q1 | $9.08M | Buy |
+99,485
| New | +$9.1M | 0.17% | 102 |
|
|
2017
Q4 | – | Sell |
-1,274
| Closed | -$105K | – | 600 |
|
|
2017
Q3 | $94K | Sell |
1,274
-56,596
| -98% | -$4.13M | ﹤0.01% | 505 |
|
|
2017
Q2 | $3.99M | Buy |
+57,870
| New | +$3.97M | 0.11% | 159 |
|
|
2017
Q1 | – | Sell |
-2,052,132
| Closed | -$132M | – | 1039 |
|
|
2016
Q4 | $128M | Buy |
2,052,132
+2,022,790
| +6,894% | +$122M | 3.94% | 2 |
|
|
2016
Q3 | $1.69M | Sell |
29,342
-21,528
| -42% | -$1.22M | 0.04% | 288 |
|
|
2016
Q2 | $2.6M | Buy |
50,870
+34,525
| +211% | +$1.79M | 0.05% | 210 |
|
|
2016
Q1 | $902K | Buy |
16,345
+16,342
| +544,733% | +$857K | 0.03% | 322 |
|
|
2015
Q4 | $0 | Buy |
+3
| New | +$158 | ﹤0.01% | 519 |
|
|
2015
Q3 | – | Sell |
-11,463
| Closed | -$515K | – | 426 |
|
|
2015
Q2 | $506K | Sell |
11,463
-59,578
| -84% | -$2.72M | 0.01% | 266 |
|
|
2015
Q1 | $2.89M | Sell |
71,041
-26,843
| -27% | -$1.17M | 0.05% | 182 |
|
|
2014
Q4 | $4.55M | Sell |
97,884
-135,425
| -58% | -$6.36M | 0.07% | 172 |
|
|
2014
Q3 | $10.8M | Buy |
233,309
+102,377
| +78% | +$4.57M | 0.12% | 141 |
|
|
2014
Q2 | $5.46M | Buy |
130,932
+28,632
| +28% | +$1.16M | 0.07% | 177 |
|
|
2014
Q1 | $4.19M | Sell |
102,300
-238,975
| -70% | -$8.97M | 0.05% | 186 |
|
|
2013
Q4 | $12.8M | Buy |
341,275
+291,275
| +583% | +$10.6M | 0.14% | 83 |
|
|
2013
Q3 | $1.66M | Buy |
+50,000
| New | +$1.64M | 0.02% | 368 |
|
Other funds holding MSFT
VCM
VPM
Capstone Investment Advisors's MSFT Position: Q1 2026 in Review
Capstone Investment Advisors increased its Microsoft (MSFT) stake by 284% in Q1 2026, buying an estimated $858M and bringing the position to 2,773,897 shares worth $1.03B. The position accounts for 1.79% of the portfolio, ranked #8.
Capstone Investment Advisors first reported a position in MSFT in Q3 2013 and has held it in 48 quarters since. The position peaked at $1.57B in Q4 2024. 6,199 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Capstone Investment Advisors held 2,773,897 shares of Microsoft worth $1.03B as of Q1 2026.
- Capstone Investment Advisors bought 2,051,565 Microsoft shares in Q1 2026, an estimated $858M.
- Microsoft made up 1.79% of Capstone Investment Advisors's portfolio in Q1 2026, its #8 holding.
- Capstone Investment Advisors first reported a position in Microsoft in Q3 2013 and has held it in 48 quarters since.
- Capstone Investment Advisors's Microsoft position peaked at $1.57B in Q4 2024.
- 6,199 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.