InterCapital’s Microsoft MSFT Stock Holding History

InterCapital’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	$8.02M	Sell	21,500 -80,500	-79%	-$32.6M	2%	16
2026 Q1	$37.8M	Buy	+102,000	New	+$42.7M	12.61%	1

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

InterCapital's MSFT Position: Q2 2026 in Review

InterCapital increased its Microsoft (MSFT) stake by 79% in Q2 2026, buying an estimated $9.58M and bringing the position to 53,590 shares worth $20M. The position accounts for 4.99% of the portfolio, ranked #2.

InterCapital first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 6,250 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

InterCapital held 53,590 shares of Microsoft worth $20M as of Q2 2026.
InterCapital bought 23,688 Microsoft shares in Q2 2026, an estimated $9.58M.
Microsoft made up 4.99% of InterCapital's portfolio in Q2 2026, its #2 holding.
InterCapital first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
6,250 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on InterCapital's 13F filing for Q2 2026, filed 14 Aug 2026.