Capstone Wealth Management (Alabama)’s Microsoft MSFT Stock Holding History

Capstone Wealth Management (Alabama)’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 Q3	$2.94M	Buy	5,739 +1,619	+39%	+$749K	1.36%	15
2026 Q2	$1.54M	Buy	4,120 +1,581	+62%	+$640K	0.71%	18
2026 Q1	$940K	Buy	2,539 +27	+1%	+$11.3K	0.66%	23
2025 Q4	$1.21M	Buy	2,512 +100	+4%	+$50.1K	0.89%	17
2025 Q3	$1.25M	Buy	2,412 +28	+1%	+$14.3K	0.96%	16
2025 Q2	$1.19M	Sell	2,384 -16	-0.7%	-$6.95K	1.04%	16
2025 Q1	$901K	Sell	2,400 -35	-1%	-$14.3K	0.9%	16
2024 Q4	$1.03M	Buy	+2,435	New	+$1.04M	1%	15

Other funds holding MSFT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s MSFT Position: Q3 2026 in Review

Capstone Wealth Management (Alabama) increased its Microsoft (MSFT) stake by 39% in Q3 2026, buying an estimated $749K and bringing the position to 5,739 shares worth $2.94M. The position accounts for 1.36% of the portfolio, ranked #15.

Capstone Wealth Management (Alabama) first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 4,160 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Capstone Wealth Management (Alabama) held 5,739 shares of Microsoft worth $2.94M as of Q3 2026.
Capstone Wealth Management (Alabama) bought 1,619 Microsoft shares in Q3 2026, an estimated $749K.
Microsoft made up 1.36% of Capstone Wealth Management (Alabama)'s portfolio in Q3 2026, its #15 holding.
Capstone Wealth Management (Alabama) first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
4,160 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q3 2026, filed 2 Nov 2026.