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

Capstone Wealth Management Group (Pennsylvania)’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 		$1.9M Sell
5,103
-472
-8% -$191K 0.67% 27
2026
Q1 		$2.06M Sell
5,575
-5,787
-51% -$2.42M 0.86% 27
2025
Q4 		$5.49M Sell
11,362
-1,190
-9% -$596K 2.3% 13
2025
Q3 		$6.5M Buy
12,552
+887
+8% +$452K 2.75% 13
2025
Q2 		$5.8M Buy
11,665
+5,178
+80% +$2.25M 5.57% 4
2025
Q1 		$2.44M Sell
6,487
-1,132
-15% -$462K 1.39% 23
2024
Q4 		$3.21M Buy
7,619
+828
+12% +$353K 1.72% 18
2024
Q3 		$2.92M Sell
6,791
-6
-0.1% -$2.56K 1.73% 17
2024
Q2 		$3.04M Buy
6,797
+17
+0.3% +$7.18K 1.99% 14
2024
Q1 		$2.85M Sell
6,780
-159
-2% -$64.4K 2.05% 13
2023
Q4 		$2.61M Sell
6,939
-1,213
-15% -$432K 2.47% 12
2023
Q3 		$2.57M Sell
8,152
-87
-1% -$28.7K 2.67% 12
2023
Q2 		$2.81M Sell
8,239
-1,166
-12% -$365K 2.9% 11
2023
Q1 		$2.71M Sell
9,405
-915
-9% -$233K 3.01% 10
2022
Q4 		$2.47M Buy
10,320
+901
+10% +$216K 2.66% 12
2022
Q3 		$2.19M Buy
9,419
+310
+3% +$81.9K 2.81% 10
2022
Q2 		$2.34M Buy
9,109
+7
+0.1% +$1.9K 2.82% 10
2022
Q1 		$2.81M Sell
9,102
-711
-7% -$214K 2.8% 10
2021
Q4 		$3.3M Buy
+9,813
New +$3.18M 2.68% 11

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 Wealth Management Group (Pennsylvania)'s MSFT Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) reduced its Microsoft (MSFT) stake by 8.5% in Q2 2026, selling an estimated $191K and leaving 5,103 shares worth $1.9M. The position accounts for 0.67% of the portfolio, ranked #27.

Capstone Wealth Management Group (Pennsylvania) first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.5M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 5,103 shares of Microsoft worth $1.9M as of Q2 2026.
  • Capstone Wealth Management Group (Pennsylvania) sold 472 Microsoft shares in Q2 2026, an estimated $191K.
  • Microsoft made up 0.67% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #27 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s Microsoft position peaked at $6.5M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.