TAGStone Capital’s Microsoft MSFT Stock Holding History

TAGStone 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	$1.91M	Buy	5,113 +17	+0.3%	+$6.88K	0.61%	37
2026 Q1	$1.89M	Buy	5,096 +2,488	+95%	+$1.04M	0.67%	35
2025 Q4	$1.26M	Buy	2,608 +260	+11%	+$130K	0.47%	43
2025 Q3	$1.22M	Buy	2,348 +3	+0.1%	+$1.53K	0.48%	43
2025 Q2	$1.22M	Buy	2,345 +202	+9%	+$87.7K	0.51%	43
2025 Q1	$804K	Buy	2,143 +769	+56%	+$314K	0.4%	49
2024 Q4	$579K	Buy	1,374 +71	+5%	+$30.2K	0.29%	58
2024 Q3	$561K	Buy	1,303 +76	+6%	+$32.5K	0.29%	55
2024 Q2	$548K	Buy	1,227 +146	+14%	+$61.7K	0.31%	52
2024 Q1	$455K	Buy	1,081 +12	+1%	+$4.86K	0.27%	61
2023 Q4	$402K	Sell	1,069 -24	-2%	-$8.54K	0.26%	60
2023 Q3	$345K	Buy	1,093 +1	+0.1%	+$330	0.25%	65
2023 Q2	$372K	Buy	1,092 +2	+0.2%	+$627	0.27%	62
2023 Q1	$314K	Buy	1,090 +2	+0.2%	+$510	0.24%	64
2022 Q4	$261K	Sell	1,088 -18	-2%	-$4.32K	0.22%	64
2022 Q3	$258K	Buy	1,106 +1	+0.1%	+$264	0.24%	64
2022 Q2	$284K	Buy	1,105 +262	+31%	+$71.1K	0.27%	63
2022 Q1	$260K	Buy	843 +3	+0.4%	+$903	0.22%	64
2021 Q4	$283K	Buy	+840	New	+$272K	0.24%	63

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TAGStone Capital's MSFT Position: Q2 2026 in Review

TAGStone Capital increased its Microsoft (MSFT) stake by 0.33% in Q2 2026, buying an estimated $6.88K and bringing the position to 5,113 shares worth $1.91M. The position accounts for 0.61% of the portfolio, ranked #37.

TAGStone Capital first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

TAGStone Capital held 5,113 shares of Microsoft worth $1.91M as of Q2 2026.
TAGStone Capital bought 17 Microsoft shares in Q2 2026, an estimated $6.88K.
Microsoft made up 0.61% of TAGStone Capital's portfolio in Q2 2026, its #37 holding.
TAGStone Capital first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.