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TwinBeech Capital’s Microsoft MSFT Stock Holding History

TwinBeech 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 		$308K Sell
825
-6,435
-89% -$2.6M 0.06% 285
2026
Q1 		$2.69M Sell
7,260
-11,315
-61% -$4.73M 0.28% 114
2025
Q4 		$8.98M Buy
+18,575
New +$9.31M 0.64% 40
2025
Q1 		– Sell
-60,603
Closed -$25.5M – 868
2024
Q4 		$25.5M Buy
60,603
+19,486
+47% +$8.3M 0.44% 76
2024
Q3 		$17.7M Buy
41,117
+28,293
+221% +$12.1M 0.34% 85
2024
Q2 		$5.73M Buy
12,824
+12,284
+2,275% +$5.19M 0.11% 206
2024
Q1 		$227K Sell
540
-40,019
-99% -$16.2M ﹤0.01% 496
2023
Q4 		$15.3M Buy
40,559
+21,851
+117% +$7.78M 0.25% 118
2023
Q3 		$5.91M Buy
+18,708
New +$6.18M 0.11% 234
2023
Q1 		– Sell
-17,574
Closed -$4.21M – 794
2022
Q4 		$4.21M Sell
17,574
-9,264
-35% -$2.22M 0.08% 291
2022
Q3 		$6.25M Buy
+26,838
New +$7.09M 0.16% 159
2022
Q2 		– Sell
-11,970
Closed -$3.69M – 647
2022
Q1 		$3.69M Sell
11,970
-5,850
-33% -$1.76M 0.16% 170
2021
Q4 		$5.99M Buy
17,820
+16,594
+1,354% +$5.38M 0.34% 88
2021
Q3 		$346K Buy
+1,226
New +$357K 0.02% 483
2021
Q1 		– Sell
-10,130
Closed -$2.25M – 587
2020
Q4 		$2.25M Buy
+10,130
New +$2.18M 0.37% 88

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TwinBeech Capital's MSFT Position: Q2 2026 in Review

TwinBeech Capital reduced its Microsoft (MSFT) stake by 89% in Q2 2026, selling an estimated $2.6M and leaving 825 shares worth $308K. The position accounts for 0.06% of the portfolio, ranked #285.

TwinBeech Capital first reported a position in MSFT in Q4 2020 and has held it in 15 quarters since. The position peaked at $25.5M in Q4 2024. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • TwinBeech Capital held 825 shares of Microsoft worth $308K as of Q2 2026.
  • TwinBeech Capital sold 6,435 Microsoft shares in Q2 2026, an estimated $2.6M.
  • Microsoft made up 0.06% of TwinBeech Capital's portfolio in Q2 2026, its #285 holding.
  • TwinBeech Capital first reported a position in Microsoft in Q4 2020 and has held it in 15 quarters since.
  • TwinBeech Capital's Microsoft position peaked at $25.5M in Q4 2024.
  • 6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.