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

Triumph 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 		$4.85M Sell
9,463
-3,295
-26% -$1.52M 0.85% 29
2026
Q2 		$4.76M Buy
12,758
+155
+1% +$62.7K 0.86% 27
2026
Q1 		$4.67M Buy
12,603
+3,736
+42% +$1.56M 0.95% 27
2025
Q4 		$4.29M Buy
8,867
+2,180
+33% +$1.09M 0.93% 28
2025
Q3 		$3.46M Sell
6,687
-173
-3% -$88.3K 0.93% 26
2025
Q2 		$3.41M Sell
6,860
-2,499
-27% -$1.09M 1.02% 23
2025
Q1 		$3.51M Buy
9,359
+1,012
+12% +$413K 1.17% 17
2024
Q4 		$3.52M Sell
8,347
-1,433
-15% -$610K 1.2% 18
2024
Q3 		$4.21M Buy
9,780
+3,183
+48% +$1.36M 1.5% 15
2024
Q2 		$2.95M Buy
6,597
+109
+2% +$46K 1.15% 20
2024
Q1 		$2.75M Sell
6,488
-745
-10% -$302K 1.12% 19
2023
Q4 		$2.72M Sell
7,233
-2,797
-28% -$996K 1.15% 18
2023
Q3 		$3.17M Buy
10,030
+190
+2% +$62.8K 1.44% 14
2023
Q2 		$3.35M Sell
9,840
-1,319
-12% -$413K 1.52% 14
2023
Q1 		$3.22M Sell
11,159
-787
-7% -$201K 1.64% 13
2022
Q4 		$2.86M Buy
11,946
+372
+3% +$89.3K 1.53% 16
2022
Q3 		$2.7M Sell
11,574
-575
-5% -$152K 1.47% 15
2022
Q2 		$3.12M Buy
12,149
+2,443
+25% +$663K 1.65% 11
2022
Q1 		$2.99M Buy
9,706
+2,966
+44% +$892K 1.3% 17
2021
Q4 		$2.27M Buy
6,740
+1,033
+18% +$335K 0.98% 25
2021
Q3 		$1.61M Sell
5,707
-482
-8% -$140K 0.75% 32
2021
Q2 		$1.75M Buy
+6,189
New +$1.57M 1.02% 22

Other funds holding MSFT

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
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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

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

Triumph Capital Management reduced its Microsoft (MSFT) stake by 26% in Q3 2026, selling an estimated $1.52M and leaving 9,463 shares worth $4.85M. The position accounts for 0.85% of the portfolio, ranked #29.

Triumph Capital Management first reported a position in MSFT in Q2 2021 and has held it in 22 quarters since. 3,890 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Triumph Capital Management held 9,463 shares of Microsoft worth $4.85M as of Q3 2026.
  • Triumph Capital Management sold 3,295 Microsoft shares in Q3 2026, an estimated $1.52M.
  • Microsoft made up 0.85% of Triumph Capital Management's portfolio in Q3 2026, its #29 holding.
  • Triumph Capital Management first reported a position in Microsoft in Q2 2021 and has held it in 22 quarters since.
  • 3,890 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.