Family Capital Trust’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.93M | Buy |
21,272
+10,230
| +93% | +$4.14M | 2.58% | 12 |
|
|
2026
Q1 | $4.09M | Buy |
11,042
+1,092
| +11% | +$457K | 1.48% | 23 |
|
|
2025
Q4 | $4.81M | Buy |
9,950
+482
| +5% | +$242K | 1.57% | 19 |
|
|
2025
Q3 | $4.9M | Buy |
9,468
+230
| +2% | +$117K | 1.64% | 19 |
|
|
2025
Q2 | $4.59M | Buy |
9,238
+1,062
| +13% | +$461K | 1.59% | 22 |
|
|
2025
Q1 | $3.07M | Buy |
8,176
+6,993
| +591% | +$2.85M | 1.1% | 25 |
|
|
2024
Q4 | $499K | Sell |
1,183
-100
| -8% | -$42.6K | 0.17% | 35 |
|
|
2024
Q3 | $552K | Hold |
1,283
| – | – | 0.18% | 33 |
|
|
2024
Q2 | $573K | Hold |
1,283
| – | – | 0.19% | 33 |
|
|
2024
Q1 | $540K | Hold |
1,283
| – | – | 0.19% | 33 |
|
|
2023
Q4 | $482K | Hold |
1,283
| – | – | 0.15% | 36 |
|
|
2023
Q3 | $405K | Sell |
1,283
-100
| -7% | -$33K | 0.14% | 32 |
|
|
2023
Q2 | $471K | Hold |
1,383
| – | – | 0.16% | 34 |
|
|
2023
Q1 | $399K | Hold |
1,383
| – | – | 0.15% | 34 |
|
|
2022
Q4 | $332K | Hold |
1,383
| – | – | 0.13% | 36 |
|
|
2022
Q3 | $322K | Hold |
1,383
| – | – | 0.15% | 35 |
|
|
2022
Q2 | $355K | Hold |
1,383
| – | – | 0.14% | 36 |
|
|
2022
Q1 | $426K | Sell |
1,383
-665
| -32% | -$200K | 0.14% | 35 |
|
|
2021
Q4 | $689K | Buy |
2,048
+998
| +95% | +$324K | 0.19% | 32 |
|
|
2021
Q3 | $296K | Hold |
1,050
| – | – | 0.08% | 39 |
|
|
2021
Q2 | $284K | Hold |
1,050
| – | – | 0.08% | 39 |
|
|
2021
Q1 | $248K | Hold |
1,050
| – | – | 0.08% | 40 |
|
|
2020
Q4 | $234K | Hold |
1,050
| – | – | 0.07% | 40 |
|
|
2020
Q3 | $221K | Hold |
1,050
| – | – | 0.07% | 41 |
|
|
2020
Q2 | $214K | Sell |
1,050
-1,150
| -52% | -$209K | 0.08% | 43 |
|
|
2020
Q1 | $356K | Hold |
2,200
| – | – | 0.14% | 36 |
|
|
2019
Q4 | $347K | Hold |
2,200
| – | – | 0.13% | 36 |
|
|
2019
Q3 | $306K | Hold |
2,200
| – | – | 0.13% | 36 |
|
|
2019
Q2 | $295K | Hold |
2,200
| – | – | 0.12% | 37 |
|
|
2019
Q1 | $259K | Hold |
2,200
| – | – | 0.11% | 39 |
|
|
2018
Q4 | $223K | Hold |
2,200
| – | – | 0.11% | 39 |
|
|
2018
Q3 | $252K | Hold |
2,200
| – | – | 0.11% | 39 |
|
|
2018
Q2 | $217K | Hold |
2,200
| – | – | 0.1% | 41 |
|
|
2018
Q1 | $201K | Hold |
2,200
| – | – | 0.09% | 41 |
|
|
2017
Q4 | $188K | Buy |
+2,200
| New | +$180K | 0.09% | 42 |
|
|
2017
Q1 | – | Sell |
-1,456
| Closed | -$90K | – | 64 |
|
|
2016
Q4 | $90K | Sell |
1,456
-4
| -0.3% | -$241 | 0.05% | 54 |
|
|
2016
Q3 | $84K | Hold |
1,460
| – | – | 0.05% | 56 |
|
|
2016
Q2 | $75K | Hold |
1,460
| – | – | 0.04% | 56 |
|
|
2016
Q1 | $81K | Buy |
1,460
+45
| +3% | +$2.36K | 0.05% | 54 |
|
|
2015
Q4 | $78K | Hold |
1,415
| – | – | 0.04% | 49 |
|
|
2015
Q3 | $63K | Buy |
+1,415
| New | +$63.5K | 0.04% | 60 |
|
Other funds holding MSFT
Family Capital Trust's MSFT Position: Q2 2026 in Review
Family Capital Trust increased its Microsoft (MSFT) stake by 93% in Q2 2026, buying an estimated $4.14M and bringing the position to 21,272 shares worth $7.93M. The position accounts for 2.58% of the portfolio, ranked #12.
Family Capital Trust first reported a position in MSFT in Q3 2015 and has held it in 41 quarters since. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Family Capital Trust held 21,272 shares of Microsoft worth $7.93M as of Q2 2026.
- Family Capital Trust bought 10,230 Microsoft shares in Q2 2026, an estimated $4.14M.
- Microsoft made up 2.58% of Family Capital Trust's portfolio in Q2 2026, its #12 holding.
- Family Capital Trust first reported a position in Microsoft in Q3 2015 and has held it in 41 quarters since.
- 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Family Capital Trust's 13F filing for Q2 2026, filed 29 Jul 2026.