Carmel Capital Partners
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Carmel Capital Partners’s Microsoft MSFT Stock Holding History

Carmel Capital Partners’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 		$1.09M Buy
2,123
+243
+13% +$112K 0.39% 52
2026
Q2 		$701K Buy
1,880
+83
+5% +$33.6K 0.23% 73
2026
Q1 		$665K Sell
1,797
-80
-4% -$33.5K 0.24% 75
2025
Q4 		$908K Buy
1,877
+330
+21% +$165K 0.32% 69
2025
Q3 		$801K Sell
1,547
-724
-32% -$369K 0.34% 69
2025
Q2 		$1.13M Buy
2,271
+492
+28% +$214K 0.4% 60
2025
Q1 		$668K Sell
1,779
-25
-1% -$10.2K 0.26% 77
2024
Q4 		$760K Buy
1,804
+83
+5% +$35.4K 0.31% 66
2024
Q3 		$741K Buy
1,721
+1
+0.1% +$427 0.29% 71
2024
Q2 		$769K Sell
1,720
-299
-15% -$126K 0.32% 62
2024
Q1 		$850K Sell
2,019
-219
-10% -$88.7K 0.35% 57
2023
Q4 		$841K Sell
2,238
-1,382
-38% -$492K 0.43% 52
2023
Q3 		$1.14M Buy
3,620
+1,460
+68% +$482K 0.51% 38
2023
Q2 		$735K Sell
2,160
-377
-15% -$118K 0.38% 59
2023
Q1 		$731K Sell
2,537
-344
-12% -$87.7K 0.43% 56
2022
Q4 		$691K Buy
2,881
+530
+23% +$127K 0.48% 53
2022
Q3 		$547K Buy
2,351
+30
+1% +$7.92K 0.53% 53
2022
Q2 		$596K Buy
2,321
+339
+17% +$92K 0.56% 55
2022
Q1 		$611K Hold
1,982
– – 0.51% 57
2021
Q4 		$667K Buy
+1,982
New +$643K 0.5% 53

Other funds holding MSFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Carmel Capital Partners's MSFT Position: Q3 2026 in Review

Carmel Capital Partners increased its Microsoft (MSFT) stake by 13% in Q3 2026, buying an estimated $112K and bringing the position to 2,123 shares worth $1.09M. The position accounts for 0.39% of the portfolio, ranked #52.

Carmel Capital Partners first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.14M in Q3 2023. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Carmel Capital Partners held 2,123 shares of Microsoft worth $1.09M as of Q3 2026.
  • Carmel Capital Partners bought 243 Microsoft shares in Q3 2026, an estimated $112K.
  • Microsoft made up 0.39% of Carmel Capital Partners's portfolio in Q3 2026, its #52 holding.
  • Carmel Capital Partners first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • Carmel Capital Partners's Microsoft position peaked at $1.14M in Q3 2023.
  • 4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Carmel Capital Partners's 13F filing for Q3 2026, filed 3 Nov 2026.