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Kapstone Financial Advisors’s Microsoft MSFT Stock Holding History

Kapstone Financial Advisors’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 		$4.5M Buy
12,065
+767
+7% +$310K 1.88% 11
2026
Q1 		$4.18M Buy
11,298
+544
+5% +$228K 2.05% 10
2025
Q4 		$5.2M Buy
10,754
+275
+3% +$138K 2.59% 7
2025
Q3 		$5.43M Buy
10,479
+36
+0.3% +$18.4K 2.56% 7
2025
Q2 		$5.19M Buy
10,443
+544
+5% +$236K 2.59% 7
2025
Q1 		$3.72M Buy
9,899
+145
+1% +$59.1K 2.1% 8
2024
Q4 		$4.31M Sell
9,754
-335
-3% -$143K 2.3% 7
2024
Q3 		$4.32M Buy
10,089
+256
+3% +$109K 2.62% 7
2024
Q2 		$4.39M Buy
9,833
+443
+5% +$187K 2.88% 7
2024
Q1 		$3.95M Buy
9,390
+92
+1% +$37.2K 2.69% 8
2023
Q4 		$3.76M Buy
9,298
+484
+5% +$172K 2.95% 5
2023
Q3 		$2.78M Buy
8,814
+49
+0.6% +$16.2K 2.51% 7
2023
Q2 		$2.95M Buy
8,765
+7
+0.1% +$2.19K 2.44% 7
2023
Q1 		$2.54M Sell
8,758
-390
-4% -$99.5K 2.29% 7
2022
Q4 		$2.42M Buy
+9,148
New +$2.2M 2.2% 7

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

Kapstone Financial Advisors's MSFT Position: Q2 2026 in Review

Kapstone Financial Advisors increased its Microsoft (MSFT) stake by 6.8% in Q2 2026, buying an estimated $310K and bringing the position to 12,065 shares worth $4.5M. The position accounts for 1.88% of the portfolio, ranked #11.

Kapstone Financial Advisors first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.43M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Kapstone Financial Advisors held 12,065 shares of Microsoft worth $4.5M as of Q2 2026.
  • Kapstone Financial Advisors bought 767 Microsoft shares in Q2 2026, an estimated $310K.
  • Microsoft made up 1.88% of Kapstone Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • Kapstone Financial Advisors first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Kapstone Financial Advisors's Microsoft position peaked at $5.43M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.