Tandem Capital Management
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Tandem Capital Management’s Microsoft MSFT Stock Holding History

Tandem 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
Q3 		$11.3M Sell
21,938
-277
-1% -$128K 4.98% 1
2026
Q2 		$8.29M Sell
22,215
-500
-2% -$202K 3.48% 6
2026
Q1 		$8.41M Sell
22,715
-740
-3% -$310K 4.21% 3
2025
Q4 		$11.3M Sell
23,455
-882
-4% -$442K 5.16% 1
2025
Q3 		$12.6M Buy
24,337
+396
+2% +$202K 5.87% 1
2025
Q2 		$11.9M Sell
23,941
-198
-0.8% -$86K 6.03% 1
2025
Q1 		$9.06M Sell
24,139
-122
-0.5% -$49.7K 5.06% 1
2024
Q4 		$10.2M Sell
24,261
-813
-3% -$346K 5.47% 1
2024
Q3 		$10.8M Sell
25,074
-504
-2% -$215K 5.68% 1
2024
Q2 		$12M Sell
25,578
-339
-1% -$143K 6.55% 1
2024
Q1 		$10.9M Sell
25,917
-3
-0% -$1.21K 6.19% 1
2023
Q4 		$9.7M Sell
25,920
-764
-3% -$272K 6.05% 1
2023
Q3 		$8.43M Sell
26,684
-467
-2% -$154K 5.79% 1
2023
Q2 		$9.25M Sell
27,151
-659
-2% -$207K 6.03% 1
2023
Q1 		$8.02M Sell
27,810
-454
-2% -$116K 5.65% 1
2022
Q4 		$6.78M Sell
28,264
-225
-0.8% -$54K 5.34% 1
2022
Q3 		$6.9M Buy
28,489
+5
+0% +$1.32K 5.82% 1
2022
Q2 		$7.32M Sell
28,484
-90
-0.3% -$24.4K 5.86% 1
2022
Q1 		$7.83M Sell
28,574
-1,172
-4% -$353K 5.42% 1
2021
Q4 		$10M Sell
29,746
-885
-3% -$287K 5.77% 1
2021
Q3 		$8.64M Buy
30,631
+390
+1% +$113K 5.44% 1
2021
Q2 		$8.19M Buy
30,241
+125
+0.4% +$31.8K 5.16% 1
2021
Q1 		$7.1M Sell
30,116
-42
-0.1% -$9.7K 4.91% 1
2020
Q4 		$6.71M Sell
30,158
-480
-2% -$103K 5.04% 1
2020
Q3 		$6.44M Sell
30,638
-542
-2% -$114K 5.69% 1
2020
Q2 		$6.34M Sell
31,180
-3,885
-11% -$705K 6.22% 1
2020
Q1 		$5.53M Buy
35,065
+202
+0.6% +$33.2K 6.23% 1
2019
Q4 		$5.5M Buy
+34,863
New +$5.12M 4.72% 2

Other funds holding MSFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Tandem Capital Management's MSFT Position: Q3 2026 in Review

Tandem Capital Management reduced its Microsoft (MSFT) stake by 1.2% in Q3 2026, selling an estimated $128K and leaving 21,938 shares worth $11.3M. The position accounts for 4.98% of the portfolio, ranked #1.

Tandem Capital Management first reported a position in MSFT in Q4 2019 and has held it in 28 quarters since. The position peaked at $12.6M in Q3 2025. 4,409 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Tandem Capital Management held 21,938 shares of Microsoft worth $11.3M as of Q3 2026.
  • Tandem Capital Management sold 277 Microsoft shares in Q3 2026, an estimated $128K.
  • Microsoft made up 4.98% of Tandem Capital Management's portfolio in Q3 2026, its #1 holding.
  • Tandem Capital Management first reported a position in Microsoft in Q4 2019 and has held it in 28 quarters since.
  • Tandem Capital Management's Microsoft position peaked at $12.6M in Q3 2025.
  • 4,409 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Tandem Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.