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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s MSFT Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) increased its Microsoft (MSFT) stake by 62% in Q2 2026, buying an estimated $640K and bringing the position to 4,120 shares worth $1.54M. The position accounts for 0.71% of the portfolio, ranked #18.

Capstone Wealth Management (Alabama) first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 2,541 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Capstone Wealth Management (Alabama) held 4,120 shares of Microsoft worth $1.54M as of Q2 2026.
Capstone Wealth Management (Alabama) bought 1,581 Microsoft shares in Q2 2026, an estimated $640K.
Microsoft made up 0.71% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #18 holding.
Capstone Wealth Management (Alabama) first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
2,541 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.