Soundwatch Capital
MSFT icon

Soundwatch Capital’s Microsoft MSFT Stock Holding History

Soundwatch 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
Q3 		$1.23M Buy
2,375
+147
+7% +$68K 0.14% 18
2026
Q2 		$831K Sell
2,228
-85
-4% -$34.4K 0.09% 24
2026
Q1 		$856K Sell
2,313
-507
-18% -$212K 0.11% 21
2025
Q4 		$1.36M Sell
2,820
-114
-4% -$57.1K 0.21% 12
2025
Q3 		$1.52M Sell
2,934
-9,191
-76% -$4.69M 0.24% 11
2025
Q2 		$3.92M Buy
12,125
+9,578
+376% +$4.16M 0.67% 30
2025
Q1 		$956K Sell
2,547
-671
-21% -$274K 0.44% 9
2024
Q4 		$1.36M Buy
3,218
+66
+2% +$28.1K 0.14% 10
2024
Q3 		$1.36M Buy
+3,152
New +$1.35M 0.21% 10
2024
Q2 		– Sell
-1,058
Closed -$449K – 15
2024
Q1 		$449K Sell
1,058
-1,522
-59% -$616K 0.09% 11
2023
Q4 		$963K Sell
2,580
-591
-19% -$210K 0.46% 12
2023
Q3 		$1M Buy
3,171
+486
+18% +$161K 0.22% 13
2023
Q2 		$914K Hold
2,685
– – 0.23% 12
2023
Q1 		$774K Buy
+2,685
New +$685K 0.18% 11
2022
Q4 		– Sell
-1,500
Closed -$349K – 19
2022
Q3 		$349K Buy
+1,500
New +$396K 0.34% 9
2022
Q1 		– Sell
-4,260
Closed -$1.43M – 25
2021
Q4 		$1.43M Hold
4,260
– – 0.31% 10
2021
Q3 		$1.2M Buy
+4,260
New +$1.24M 0.12% 11
2021
Q2 		– Sell
-2,782
Closed -$656K – 17
2021
Q1 		$656K Sell
2,782
-109
-4% -$25.3K 0.24% 11
2020
Q4 		$643K Buy
2,891
+13
+0.5% +$2.8K 0.44% 11
2020
Q3 		$605K Sell
2,878
-1,178
-29% -$247K 0.2% 13
2020
Q2 		$770K Buy
+4,056
New +$736K 0.46% 11
2020
Q1 		– Sell
-1,425
Closed -$225K – 15
2019
Q4 		$225K Buy
+1,425
New +$209K 0.1% 11

Other funds holding MSFT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Soundwatch Capital's MSFT Position: Q3 2026 in Review

Soundwatch Capital increased its Microsoft (MSFT) stake by 6.6% in Q3 2026, buying an estimated $68K and bringing the position to 2,375 shares worth $1.23M. The position accounts for 0.14% of the portfolio, ranked #18.

Soundwatch Capital first reported a position in MSFT in Q4 2019 and has held it in 22 quarters since. The position peaked at $3.92M in Q2 2025. 3,890 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Soundwatch Capital held 2,375 shares of Microsoft worth $1.23M as of Q3 2026.
  • Soundwatch Capital bought 147 Microsoft shares in Q3 2026, an estimated $68K.
  • Microsoft made up 0.14% of Soundwatch Capital's portfolio in Q3 2026, its #18 holding.
  • Soundwatch Capital first reported a position in Microsoft in Q4 2019 and has held it in 22 quarters since.
  • Soundwatch Capital's Microsoft position peaked at $3.92M in Q2 2025.
  • 3,890 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Soundwatch Capital's 13F filing for Q3 2026, filed 4 Nov 2026.