Howard Capital Management Group
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Howard Capital Management Group’s Microsoft MSFT Stock Holding History

Howard Capital Management Group’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 		$98.1M Sell
191,169
-641
-0.3% -$296K 5.67% 5
2026
Q2 		$71.5M Buy
191,810
+629
+0.3% +$254K 4.37% 7
2026
Q1 		$70.8M Buy
191,181
+2,280
+1% +$954K 4.7% 6
2025
Q4 		$91.4M Sell
188,901
-3,947
-2% -$1.98M 5.77% 5
2025
Q3 		$100M Buy
192,848
+880
+0.5% +$449K 6.32% 3
2025
Q2 		$95.5M Sell
191,968
-1,248
-0.6% -$542K 6.63% 2
2025
Q1 		$72.5M Sell
193,216
-1,077
-0.6% -$439K 5.65% 4
2024
Q4 		$81.9M Sell
194,293
-325
-0.2% -$138K 5.6% 4
2024
Q3 		$83.7M Sell
194,618
-239
-0.1% -$102K 5.88% 4
2024
Q2 		$87.1M Sell
194,857
-1,261
-0.6% -$533K 6.42% 3
2024
Q1 		$82.5M Buy
196,118
+158
+0.1% +$64K 6.36% 2
2023
Q4 		$73.7M Sell
195,960
-2,517
-1% -$896K 6.39% 4
2023
Q3 		$62.7M Sell
198,477
-394
-0.2% -$130K 6.05% 4
2023
Q2 		$67.7M Sell
198,871
-2,724
-1% -$854K 6.31% 4
2023
Q1 		$58.1M Buy
201,595
+12,659
+7% +$3.23M 6.15% 3
2022
Q4 		$45.3M Sell
188,936
-1,528
-0.8% -$367K 5.43% 3
2022
Q3 		$44.4M Sell
190,464
-848
-0.4% -$224K 5.61% 3
2022
Q2 		$49.1M Sell
191,312
-1,747
-0.9% -$474K 5.77% 3
2022
Q1 		$59.5M Sell
193,059
-519
-0.3% -$156K 5.41% 3
2021
Q4 		$65.1M Sell
193,578
-380
-0.2% -$123K 5.37% 3
2021
Q3 		$54.7M Buy
193,958
+780
+0.4% +$227K 5.06% 4
2021
Q2 		$52.3M Buy
193,178
+2,846
+1% +$723K 4.92% 4
2021
Q1 		$44.9M Buy
+190,332
New +$44.2M 4.7% 4

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

Howard Capital Management Group's MSFT Position: Q3 2026 in Review

Howard Capital Management Group reduced its Microsoft (MSFT) stake by 0.33% in Q3 2026, selling an estimated $296K and leaving 191,169 shares worth $98.1M. The position accounts for 5.67% of the portfolio, ranked #5.

Howard Capital Management Group first reported a position in MSFT in Q1 2021 and has held it in 23 quarters since. The position peaked at $100M in Q3 2025. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Howard Capital Management Group held 191,169 shares of Microsoft worth $98.1M as of Q3 2026.
  • Howard Capital Management Group sold 641 Microsoft shares in Q3 2026, an estimated $296K.
  • Microsoft made up 5.67% of Howard Capital Management Group's portfolio in Q3 2026, its #5 holding.
  • Howard Capital Management Group first reported a position in Microsoft in Q1 2021 and has held it in 23 quarters since.
  • Howard Capital Management Group's Microsoft position peaked at $100M in Q3 2025.
  • 4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Howard Capital Management Group's 13F filing for Q3 2026, filed 16 Oct 2026.