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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Soundwatch Capital's MSFT Position: Q1 2026 in Review

Soundwatch Capital reduced its Microsoft (MSFT) stake by 18% in Q1 2026, selling an estimated $212K and leaving 2,313 shares worth $856K. The position accounts for 0.11% of the portfolio, ranked #21.

Soundwatch Capital first reported a position in MSFT in Q4 2019 and has held it in 20 quarters since. The position peaked at $3.92M in Q2 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Soundwatch Capital held 2,313 shares of Microsoft worth $856K as of Q1 2026.
  • Soundwatch Capital sold 507 Microsoft shares in Q1 2026, an estimated $212K.
  • Microsoft made up 0.11% of Soundwatch Capital's portfolio in Q1 2026, its #21 holding.
  • Soundwatch Capital first reported a position in Microsoft in Q4 2019 and has held it in 20 quarters since.
  • Soundwatch Capital's Microsoft position peaked at $3.92M in Q2 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Soundwatch Capital's 13F filing for Q1 2026, filed 5 May 2026.