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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
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% +$2.79K 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

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

Soundwatch Capital's MSFT Position: Q2 2026 in Review

Soundwatch Capital reduced its Microsoft (MSFT) stake by 3.7% in Q2 2026, selling an estimated $34.4K and leaving 2,228 shares worth $831K. The position accounts for 0.09% of the portfolio, ranked #24.

Soundwatch Capital first reported a position in MSFT in Q4 2019 and has held it in 21 quarters since. The position peaked at $3.92M in Q2 2025. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Soundwatch Capital held 2,228 shares of Microsoft worth $831K as of Q2 2026.
  • Soundwatch Capital sold 85 Microsoft shares in Q2 2026, an estimated $34.4K.
  • Microsoft made up 0.09% of Soundwatch Capital's portfolio in Q2 2026, its #24 holding.
  • Soundwatch Capital first reported a position in Microsoft in Q4 2019 and has held it in 21 quarters since.
  • Soundwatch Capital's Microsoft position peaked at $3.92M in Q2 2025.
  • 6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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