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Family Capital Management’s Microsoft MSFT Stock Holding History

Family Capital Management’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 		$2.91M Sell
7,799
-899
-10% -$364K 1.13% 24
2026
Q1 		$3.22M Buy
8,698
+650
+8% +$272K 1.43% 22
2025
Q4 		$3.89M Buy
8,048
+196
+2% +$98.2K 1.73% 15
2025
Q3 		$4.07M Buy
7,852
+941
+14% +$480K 1.94% 13
2025
Q2 		$3.44M Buy
6,911
+380
+6% +$165K 1.8% 14
2025
Q1 		$2.45M Buy
6,531
+298
+5% +$121K 1.51% 17
2024
Q4 		$2.63M Buy
6,233
+41
+0.7% +$17.5K 1.59% 16
2024
Q3 		$2.66M Buy
6,192
+40
+0.7% +$17.1K 1.72% 15
2024
Q2 		$2.75M Sell
6,152
-189
-3% -$79.8K 1.87% 13
2024
Q1 		$2.67M Buy
6,341
+68
+1% +$27.5K 1.86% 12
2023
Q4 		$2.36M Sell
6,273
-429
-6% -$153K 1.67% 15
2023
Q3 		$2.12M Sell
6,702
-53
-0.8% -$17.5K 1.4% 17
2023
Q2 		$2.3M Buy
6,755
+577
+9% +$181K 1.43% 17
2023
Q1 		$1.78M Buy
6,178
+262
+4% +$66.8K 0.77% 20
2022
Q4 		$1.42M Buy
+5,916
New +$1.42M 0.94% 23

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

Family Capital Management's MSFT Position: Q2 2026 in Review

Family Capital Management reduced its Microsoft (MSFT) stake by 10% in Q2 2026, selling an estimated $364K and leaving 7,799 shares worth $2.91M. The position accounts for 1.13% of the portfolio, ranked #24.

Family Capital Management first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.07M in Q3 2025. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Family Capital Management held 7,799 shares of Microsoft worth $2.91M as of Q2 2026.
  • Family Capital Management sold 899 Microsoft shares in Q2 2026, an estimated $364K.
  • Microsoft made up 1.13% of Family Capital Management's portfolio in Q2 2026, its #24 holding.
  • Family Capital Management first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Family Capital Management's Microsoft position peaked at $4.07M in Q3 2025.
  • 6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Family Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.