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 | $1.27B | Buy |
3,420,600
+1,941,700
| +131% | +$812M | 2.21% | 6 |
|
|
2025
Q4 | $715M | Sell |
1,478,900
-1,745,100
| -54% | -$875M | 1.4% | 14 |
|
|
2025
Q3 | $1.67B | Buy |
3,224,000
+978,100
| +44% | +$499M | 3.11% | 4 |
|
|
2025
Q2 | $1.12B | Sell |
2,245,900
-542,600
| -19% | -$236M | 2.77% | 6 |
|
|
2025
Q1 | $1.05B | Sell |
2,788,500
-2,854,700
| -51% | -$1.16B | 2.77% | 8 |
|
|
2024
Q4 | $2.38B | Buy |
5,643,200
+4,084,300
| +262% | +$1.74B | 5.74% | 2 |
|
|
2024
Q3 | $671M | Sell |
1,558,900
-339,000
| -18% | -$145M | 2.04% | 7 |
|
|
2024
Q2 | $848M | Buy |
1,897,900
+333,600
| +21% | +$141M | 2.66% | 6 |
|
|
2024
Q1 | $658M | Sell |
1,564,300
-933,700
| -37% | -$378M | 2.37% | 7 |
|
|
2023
Q4 | $939M | Buy |
2,498,000
+1,175,600
| +89% | +$418M | 2.83% | 6 |
|
|
2023
Q3 | $418M | Buy |
1,322,400
+140,500
| +12% | +$46.4M | 1.88% | 7 |
|
|
2023
Q2 | $402M | Buy |
1,181,900
+285,800
| +32% | +$89.6M | 1.99% | 6 |
|
|
2023
Q1 | $258M | Buy |
896,100
+516,500
| +136% | +$132M | 1.31% | 6 |
|
|
2022
Q4 | $91M | Sell |
379,600
-400,900
| -51% | -$96.2M | 0.66% | 13 |
|
|
2022
Q3 | $182M | Sell |
780,500
-190,300
| -20% | -$50.2M | 1.1% | 10 |
|
|
2022
Q2 | $249M | Sell |
970,800
-1,971,800
| -67% | -$535M | 1.22% | 12 |
|
|
2022
Q1 | $907M | Sell |
2,942,600
-5,169,300
| -64% | -$1.56B | 2.49% | 6 |
|
|
2021
Q4 | $2.73B | Buy |
8,111,900
+1,087,300
| +15% | +$353M | 4.56% | 3 |
|
|
2021
Q3 | $1.98B | Buy |
7,024,600
+1,021,900
| +17% | +$297M | 3.92% | 1 |
|
|
2021
Q2 | $1.63B | Buy |
6,002,700
+1,424,400
| +31% | +$362M | 3.68% | 3 |
|
|
2021
Q1 | $1.08B | Buy |
4,578,300
+313,700
| +7% | +$72.8M | 3.18% | 4 |
|
|
2020
Q4 | $949M | Buy |
4,264,600
+544,600
| +15% | +$117M | 3.18% | 4 |
|
|
2020
Q3 | $782M | Sell |
3,720,000
-27,600
| -0.7% | -$5.8M | 4% | 3 |
|
|
2020
Q2 | $763M | Buy |
3,747,600
+2,978,300
| +387% | +$541M | 5.04% | 2 |
|
|
2020
Q1 | $121M | Sell |
769,300
-2,855,500
| -79% | -$470M | 1.95% | 6 |
|
|
2019
Q4 | $572M | Buy |
3,624,800
+558,700
| +18% | +$82.1M | 3.08% | 3 |
|
|
2019
Q3 | $426M | Buy |
3,066,100
+907,800
| +42% | +$125M | 2.93% | 2 |
|
|
2019
Q2 | $289M | Buy |
2,158,300
+413,900
| +24% | +$52.5M | 2.09% | 3 |
|
|
2019
Q1 | $206M | Buy |
1,744,400
+491,700
| +39% | +$53.6M | 1.89% | 8 |
|
|
2018
Q4 | $127M | Buy |
1,252,700
+133,400
| +12% | +$14.3M | 1.57% | 10 |
|
|
2018
Q3 | $128M | Buy |
1,119,300
+232,800
| +26% | +$25.2M | 1.46% | 11 |
|
|
2018
Q2 | $87.4M | Buy |
886,500
+7,600
| +0.9% | +$737K | 1.34% | 17 |
|
|
2018
Q1 | $80.2M | Buy |
878,900
+781,300
| +801% | +$71.4M | 1.53% | 15 |
|
|
2017
Q4 | $8.35M | Buy |
97,600
+77,500
| +386% | +$6.36M | 0.24% | 89 |
|
|
2017
Q3 | $1.5M | Sell |
20,100
-36,000
| -64% | -$2.63M | 0.05% | 175 |
|
|
2017
Q2 | $3.87M | Sell |
56,100
-27,000
| -32% | -$1.85M | 0.11% | 164 |
|
|
2017
Q1 | $5.47M | Buy |
83,100
+4,900
| +6% | +$314K | 0.14% | 125 |
|
|
2016
Q4 | $4.86M | Buy |
78,200
+58,300
| +293% | +$3.51M | 0.15% | 128 |
|
|
2016
Q3 | $1.15M | Sell |
19,900
-32,100
| -62% | -$1.81M | 0.03% | 351 |
|
|
2016
Q2 | $2.66M | Sell |
52,000
-155,500
| -75% | -$8.08M | 0.05% | 207 |
|
|
2016
Q1 | $11.5M | Buy |
207,500
+65,900
| +47% | +$3.45M | 0.35% | 67 |
|
|
2015
Q4 | $7.86M | Buy |
141,600
+139,400
| +6,336% | +$7.34M | 0.21% | 98 |
|
|
2015
Q3 | $97K | Sell |
2,200
-565,000
| -100% | -$25.4M | ﹤0.01% | 384 |
|
|
2015
Q2 | $25M | Buy |
567,200
+240,600
| +74% | +$11M | 0.35% | 63 |
|
|
2015
Q1 | $13.3M | Buy |
326,600
+80,200
| +33% | +$3.49M | 0.22% | 91 |
|
|
2014
Q4 | $11.4M | Sell |
246,400
-218,200
| -47% | -$10.2M | 0.16% | 97 |
|
|
2014
Q3 | $21.5M | Sell |
464,600
-281,100
| -38% | -$12.5M | 0.24% | 87 |
|
|
2014
Q2 | $31.1M | Buy |
745,700
+335,300
| +82% | +$13.6M | 0.41% | 51 |
|
|
2014
Q1 | $16.8M | Sell |
410,400
-195,500
| -32% | -$7.34M | 0.21% | 84 |
|
|
2013
Q4 | $22.7M | Buy |
605,900
+251,100
| +71% | +$9.12M | 0.25% | 50 |
|
|
2013
Q3 | $11.8M | Sell |
354,800
-155,000
| -30% | -$5.1M | 0.12% | 100 |
|
|
2013
Q2 | $17.6M | Buy |
+509,800
| New | +$16.7M | 0.19% | 68 |
|
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. 6,183 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.
- 6,183 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.