Sulzberger Capital Advisors’s Microsoft MSFT Stock Holding History

Sulzberger Capital Advisors’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	$5.4M	Buy	10,525 +147	+1%	+$68K	5.37%	5
2026 Q2	$3.87M	Sell	10,378 -667	-6%	-$270K	3.78%	7
2026 Q1	$4.09M	Sell	11,045 -181	-2%	-$75.7K	4.17%	6
2025 Q4	$5.43M	Buy	11,226 +201	+2%	+$101K	5.48%	3
2025 Q3	$5.71M	Sell	11,025 -32	-0.3%	-$16.3K	6.37%	3
2025 Q2	$5.5M	Sell	11,057 -284	-3%	-$123K	6.44%	2
2025 Q1	$4.26M	Sell	11,341 -1,788	-14%	-$729K	5.6%	3
2024 Q4	$5.53M	Buy	+13,129	New	+$5.59M	6.26%	5

Other funds holding MSFT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Sulzberger Capital Advisors's MSFT Position: Q3 2026 in Review

Sulzberger Capital Advisors increased its Microsoft (MSFT) stake by 1.4% in Q3 2026, buying an estimated $68K and bringing the position to 10,525 shares worth $5.4M. The position accounts for 5.37% of the portfolio, ranked #5.

Sulzberger Capital Advisors first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.71M in Q3 2025. 4,018 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Sulzberger Capital Advisors held 10,525 shares of Microsoft worth $5.4M as of Q3 2026.
Sulzberger Capital Advisors bought 147 Microsoft shares in Q3 2026, an estimated $68K.
Microsoft made up 5.37% of Sulzberger Capital Advisors's portfolio in Q3 2026, its #5 holding.
Sulzberger Capital Advisors first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
Sulzberger Capital Advisors's Microsoft position peaked at $5.71M in Q3 2025.
4,018 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.