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Objective Capital Management’s Microsoft MSFT Stock Holding History

Objective Capital Management’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 		$604K Sell
1,618
-129
-7% -$52.2K 0.54% 46
2026
Q1 		$647K Buy
1,747
+356
+26% +$149K 0.65% 45
2025
Q4 		$673K Buy
1,391
+100
+8% +$50.1K 0.68% 43
2025
Q3 		$669K Sell
1,291
-6
-0.5% -$3.06K 0.69% 39
2025
Q2 		$645K Sell
1,297
-394
-23% -$171K 0.72% 36
2025
Q1 		$635K Sell
1,691
-4,507
-73% -$1.84M 0.81% 38
2024
Q4 		$2.61M Sell
6,198
-1,923
-24% -$819K 1.75% 13
2024
Q3 		$3.49M Buy
+8,121
New +$3.47M 2.05% 9
2024
Q1 		$3.34M Buy
7,931
+311
+4% +$126K 2.25% 8
2023
Q4 		$2.87M Buy
7,620
+27
+0.4% +$9.61K 2.18% 10
2023
Q3 		$2.4M Buy
7,593
+406
+6% +$134K 2.13% 12
2023
Q2 		$2.45M Buy
7,187
+37
+0.5% +$11.6K 2.14% 14
2023
Q1 		$2.06M Buy
7,150
+39
+0.5% +$9.95K 1.88% 16
2022
Q4 		$1.71M Sell
7,111
-63
-0.9% -$15.1K 1.69% 19
2022
Q3 		$1.67M Buy
7,174
+37
+0.5% +$9.77K 1.78% 18
2022
Q2 		$1.83M Buy
7,137
+54
+0.8% +$14.7K 1.85% 16
2022
Q1 		$2.18M Sell
7,083
-38
-0.5% -$11.4K 1.68% 17
2021
Q4 		$2.4M Buy
+7,121
New +$2.31M 1.69% 16

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

Objective Capital Management's MSFT Position: Q2 2026 in Review

Objective Capital Management reduced its Microsoft (MSFT) stake by 7.4% in Q2 2026, selling an estimated $52.2K and leaving 1,618 shares worth $604K. The position accounts for 0.54% of the portfolio, ranked #46.

Objective Capital Management first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.49M in Q3 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Objective Capital Management held 1,618 shares of Microsoft worth $604K as of Q2 2026.
  • Objective Capital Management sold 129 Microsoft shares in Q2 2026, an estimated $52.2K.
  • Microsoft made up 0.54% of Objective Capital Management's portfolio in Q2 2026, its #46 holding.
  • Objective Capital Management first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Objective Capital Management's Microsoft position peaked at $3.49M in Q3 2024.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.