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Sierra Capital’s Microsoft MSFT Stock Holding History

Sierra Capital’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 		$6.34M Buy
17,005
+1,104
+7% +$447K 0.61% 48
2026
Q1 		$5.89M Sell
15,901
-351
-2% -$147K 0.64% 43
2025
Q4 		$7.86M Sell
16,252
-50
-0.3% -$25.1K 0.83% 36
2025
Q3 		$8.44M Buy
16,302
+150
+0.9% +$76.5K 0.93% 31
2025
Q2 		$8.03M Sell
16,152
-189
-1% -$82.1K 0.93% 32
2025
Q1 		$6.13M Buy
16,341
+107
+0.7% +$43.6K 0.74% 40
2024
Q4 		$6.84M Buy
16,234
+561
+4% +$239K 0.81% 36
2024
Q3 		$6.74M Buy
15,673
+3,880
+33% +$1.66M 0.8% 39
2024
Q2 		$5.27M Sell
11,793
-4
-0% -$1.69K 0.7% 44
2024
Q1 		$4.96M Buy
11,797
+1,313
+13% +$532K 0.65% 45
2023
Q4 		$3.94M Sell
10,484
-1,587
-13% -$565K 0.58% 53
2023
Q3 		$3.81M Sell
12,071
-1,866
-13% -$617K 0.61% 47
2023
Q2 		$4.75M Sell
13,937
-389
-3% -$122K 0.75% 36
2023
Q1 		$4.13M Buy
14,326
+292
+2% +$74.5K 0.67% 42
2022
Q4 		$3.37M Buy
14,034
+147
+1% +$35.3K 0.58% 45
2022
Q3 		$3.23M Buy
13,887
+344
+3% +$90.8K 0.6% 43
2022
Q2 		$3.48M Buy
13,543
+681
+5% +$185K 0.63% 43
2022
Q1 		$3.97M Sell
12,862
-440
-3% -$132K 0.63% 44
2021
Q4 		$4.47M Buy
13,302
+1,956
+17% +$634K 0.67% 40
2021
Q3 		$3.2M Buy
11,346
+1
+0% +$291 0.54% 50
2021
Q2 		$3.07M Sell
11,345
-600
-5% -$153K 0.57% 48
2021
Q1 		$2.82M Buy
+11,945
New +$2.77M 0.53% 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 $3.37T 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

Sierra Capital's MSFT Position: Q2 2026 in Review

Sierra Capital increased its Microsoft (MSFT) stake by 6.9% in Q2 2026, buying an estimated $447K and bringing the position to 17,005 shares worth $6.34M. The position accounts for 0.61% of the portfolio, ranked #48.

Sierra Capital first reported a position in MSFT in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.44M in Q3 2025. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sierra Capital held 17,005 shares of Microsoft worth $6.34M as of Q2 2026.
  • Sierra Capital bought 1,104 Microsoft shares in Q2 2026, an estimated $447K.
  • Microsoft made up 0.61% of Sierra Capital's portfolio in Q2 2026, its #48 holding.
  • Sierra Capital first reported a position in Microsoft in Q1 2021 and has held it in 22 quarters since.
  • Sierra Capital's Microsoft position peaked at $8.44M in Q3 2025.
  • 6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.