Sone Capital Management’s Microsoft MSFT Stock Holding History

Sone 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	$30.5M	Buy	81,854 +35,934	+78%	+$14.5M	2.33%	7
2026 Q1	$17M	Buy	45,920 +14,833	+48%	+$6.21M	1.43%	25
2025 Q4	$15M	Buy	31,087 +12,437	+67%	+$6.23M	1.22%	34
2025 Q3	$9.66M	Buy	+18,650	New	+$9.51M	0.81%	49
2025 Q2	–	Sell	-32,245	Closed	-$12.1M	–	117
2025 Q1	$12.1M	Buy	32,245 +26,039	+420%	+$10.6M	1.25%	32
2024 Q4	$2.62M	Buy	+6,206	New	+$2.64M	0.33%	89

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Sone Capital Management increased its Microsoft (MSFT) stake by 78% in Q2 2026, buying an estimated $14.5M and bringing the position to 81,854 shares worth $30.5M. The position accounts for 2.33% of the portfolio, ranked #7.

Sone Capital Management first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. 6,227 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Sone Capital Management held 81,854 shares of Microsoft worth $30.5M as of Q2 2026.
Sone Capital Management bought 35,934 Microsoft shares in Q2 2026, an estimated $14.5M.
Microsoft made up 2.33% of Sone Capital Management's portfolio in Q2 2026, its #7 holding.
Sone Capital Management first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
6,227 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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