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Sunbeam Capital Management’s Microsoft MSFT Stock Holding History

Sunbeam 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 		$4.51M Buy
12,085
+392
+3% +$159K 2.06% 9
2026
Q1 		$4.33M Buy
11,693
+220
+2% +$92.1K 2.48% 9
2025
Q4 		$5.55M Buy
11,473
+100
+0.9% +$50.1K 3.29% 8
2025
Q3 		$5.89M Buy
11,373
+220
+2% +$112K 3.66% 7
2025
Q2 		$5.55M Buy
11,153
+1,868
+20% +$811K 4.2% 6
2025
Q1 		$3.49M Buy
9,285
+70
+0.8% +$28.5K 3.32% 7
2024
Q4 		$3.88M Buy
+9,215
New +$3.93M 3.61% 7

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Sunbeam Capital Management increased its Microsoft (MSFT) stake by 3.4% in Q2 2026, buying an estimated $159K and bringing the position to 12,085 shares worth $4.51M. The position accounts for 2.06% of the portfolio, ranked #9.

Sunbeam Capital Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.89M in Q3 2025. 3,052 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sunbeam Capital Management held 12,085 shares of Microsoft worth $4.51M as of Q2 2026.
  • Sunbeam Capital Management bought 392 Microsoft shares in Q2 2026, an estimated $159K.
  • Microsoft made up 2.06% of Sunbeam Capital Management's portfolio in Q2 2026, its #9 holding.
  • Sunbeam Capital Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Sunbeam Capital Management's Microsoft position peaked at $5.89M in Q3 2025.
  • 3,052 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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