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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
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

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Triumph Capital Management increased its Microsoft (MSFT) stake by 1.2% in Q2 2026, buying an estimated $62.7K and bringing the position to 12,758 shares worth $4.76M. The position accounts for 0.86% of the portfolio, ranked #27.

Triumph Capital Management first reported a position in MSFT in Q2 2021 and has held it in 21 quarters since. 2,508 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Triumph Capital Management held 12,758 shares of Microsoft worth $4.76M as of Q2 2026.
  • Triumph Capital Management bought 155 Microsoft shares in Q2 2026, an estimated $62.7K.
  • Microsoft made up 0.86% of Triumph Capital Management's portfolio in Q2 2026, its #27 holding.
  • Triumph Capital Management first reported a position in Microsoft in Q2 2021 and has held it in 21 quarters since.
  • 2,508 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.