Safe Harbor Family Capital’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$771K Sell
2,067
-460
-18% -$186K 0.52% 18
2026
Q1
$935K Sell
2,527
-35
-1% -$14.6K 0.73% 16
2025
Q4
$1.24M Buy
+2,562
New +$1.28M 1.09% 13

Other funds holding MSFT

Safe Harbor Family Capital's MSFT Position: Q2 2026 in Review

Safe Harbor Family Capital reduced its Microsoft (MSFT) stake by 18% in Q2 2026, selling an estimated $186K and leaving 2,067 shares worth $771K. The position accounts for 0.52% of the portfolio, ranked #18.

Safe Harbor Family Capital first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.24M in Q4 2025. 5,957 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Safe Harbor Family Capital held 2,067 shares of Microsoft worth $771K as of Q2 2026.
  • Safe Harbor Family Capital sold 460 Microsoft shares in Q2 2026, an estimated $186K.
  • Microsoft made up 0.52% of Safe Harbor Family Capital's portfolio in Q2 2026, its #18 holding.
  • Safe Harbor Family Capital first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Safe Harbor Family Capital's Microsoft position peaked at $1.24M in Q4 2025.
  • 5,957 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Safe Harbor Family Capital's 13F filing for Q2 2026, filed 11 Aug 2026.