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Capstone Triton Financial Group’s Microsoft MSFT Stock Holding History

Capstone Triton Financial Group’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 		$3.72M Buy
+9,977
New +$4.04M 2.14% 13
2026
Q1 		– Sell
-10,293
Closed -$4.98M – 101
2025
Q4 		$4.98M Buy
10,293
+95
+0.9% +$47.6K 3.3% 6
2025
Q3 		$5.28M Buy
10,198
+5
+0% +$2.55K 3.54% 5
2025
Q2 		$5.07M Buy
+10,193
New +$4.43M 3.68% 5
2024
Q4 		$4.76M Sell
11,300
-292
-3% -$124K 2.98% 5
2024
Q3 		$4.99M Sell
11,592
-91
-0.8% -$38.9K 3.19% 4
2024
Q2 		$5.22M Sell
11,683
-100
-0.8% -$42.2K 3.66% 4
2024
Q1 		$4.96M Sell
11,783
-1,198
-9% -$485K 3.52% 3
2023
Q4 		$4.88M Sell
12,981
-2,441
-16% -$869K 3.56% 2
2023
Q3 		$4.87M Buy
15,422
+239
+2% +$79K 3.56% 2
2023
Q2 		$5.17M Buy
15,183
+25
+0.2% +$7.83K 3.55% 2
2023
Q1 		$4.37M Buy
15,158
+389
+3% +$99.2K 3.29% 2
2022
Q4 		$3.54M Sell
14,769
-270
-2% -$64.8K 2.84% 4
2022
Q3 		$3.5M Sell
15,039
-162
-1% -$42.8K 3% 5
2022
Q2 		$4.03M Sell
15,201
-81
-0.5% -$22K 3.04% 5
2022
Q1 		$4.33M Buy
+15,282
New +$4.6M 3.02% 6
2021
Q4 		– Sell
-18,162
Closed -$5.6M – 113
2021
Q3 		$5.6M Buy
18,162
+43
+0.2% +$12.5K 3.37% 7
2021
Q2 		$4.91M Sell
18,119
-330
-2% -$83.9K 3.02% 7
2021
Q1 		$4.35M Sell
18,449
-146
-0.8% -$33.9K 2.88% 6
2020
Q4 		$4.14M Buy
+18,595
New +$4M 2.53% 7

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 Triton Financial Group's MSFT Position: Q2 2026 in Review

Capstone Triton Financial Group opened a new position in Microsoft (MSFT) in Q2 2026: 9,977 shares worth $3.72M. The stake represents 2.14% of the portfolio and ranks #13 among its holdings. This is a return to the name: Capstone Triton Financial Group previously reported a position in MSFT as recently as Q4 2025.

Capstone Triton Financial Group first reported a position in MSFT in Q4 2020 and has held it in 20 quarters since. The position peaked at $5.6M in Q3 2021. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Capstone Triton Financial Group held 9,977 shares of Microsoft worth $3.72M as of Q2 2026.
  • Microsoft was a new Capstone Triton Financial Group position in Q2 2026.
  • Microsoft made up 2.14% of Capstone Triton Financial Group's portfolio in Q2 2026, its #13 holding.
  • Capstone Triton Financial Group first reported a position in Microsoft in Q4 2020 and has held it in 20 quarters since.
  • Capstone Triton Financial Group's Microsoft position peaked at $5.6M in Q3 2021.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.