Passive Capital Management
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Passive Capital Management’s Microsoft MSFT Stock Holding History

Passive 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 		$1.03M Sell
2,128
-73
-3% -$29.5K 0.32% 38
2026
Q1 		$815K Buy
2,201
+73
+3% +$30.5K 0.24% 43
2025
Q4 		$1.03M Buy
2,128
+17
+0.8% +$8.52K 0.32% 38
2025
Q3 		$1.09M Buy
2,111
+35
+2% +$17.9K 0.36% 35
2025
Q2 		$1.02M Sell
2,076
-150
-7% -$65.1K 0.32% 36
2025
Q1 		$836K Buy
2,226
+833
+60% +$340K 0.26% 37
2024
Q4 		$587K Buy
1,393
+600
+76% +$256K 0.21% 39
2024
Q3 		$341K Buy
793
+1
+0.1% +$427 0.12% 50
2024
Q2 		$354K Buy
+792
New +$334K 0.13% 49

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 $3.38T AUM 44.17% 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

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

Passive Capital Management reduced its Microsoft (MSFT) stake by 3.3% in Q2 2026, selling an estimated $29.5K and leaving 2,128 shares worth $1.03M. The position accounts for 0.32% of the portfolio, ranked #38.

Passive Capital Management first reported a position in MSFT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.09M in Q3 2025. 6,264 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Passive Capital Management held 2,128 shares of Microsoft worth $1.03M as of Q2 2026.
  • Passive Capital Management sold 73 Microsoft shares in Q2 2026, an estimated $29.5K.
  • Microsoft made up 0.32% of Passive Capital Management's portfolio in Q2 2026, its #38 holding.
  • Passive Capital Management first reported a position in Microsoft in Q2 2024 and has held it in 9 quarters since.
  • Passive Capital Management's Microsoft position peaked at $1.09M in Q3 2025.
  • 6,264 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Passive Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.