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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kapstone Financial Advisors's MSFT Position: Q1 2026 in Review

Kapstone Financial Advisors increased its Microsoft (MSFT) stake by 5.1% in Q1 2026, buying an estimated $228K and bringing the position to 11,298 shares worth $4.18M. The position accounts for 2.05% of the portfolio, ranked #10.

Kapstone Financial Advisors first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.43M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Kapstone Financial Advisors held 11,298 shares of Microsoft worth $4.18M as of Q1 2026.
  • Kapstone Financial Advisors bought 544 Microsoft shares in Q1 2026, an estimated $228K.
  • Microsoft made up 2.05% of Kapstone Financial Advisors's portfolio in Q1 2026, its #10 holding.
  • Kapstone Financial Advisors first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Kapstone Financial Advisors's Microsoft position peaked at $5.43M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.