Wedmont Private Capital
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Wedmont Private Capital’s Microsoft MSFT Stock Holding History

Wedmont Private 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
Q3 		$76.8M Buy
147,027
+45,065
+44% +$20.8M 1.84% 12
2026
Q2 		$39.3M Sell
101,962
-4,261
-4% -$1.72M 1.08% 16
2026
Q1 		$39.8M Sell
106,223
-4,096
-4% -$1.71M 1.28% 15
2025
Q4 		$53.3M Sell
110,319
-2,417
-2% -$1.21M 1.85% 12
2025
Q3 		$59.1M Buy
112,736
+7,978
+8% +$4.07M 2.19% 11
2025
Q2 		$52.7M Buy
104,758
+5,697
+6% +$2.47M 2.25% 11
2025
Q1 		$38.5M Sell
99,061
-1,822
-2% -$743K 1.97% 12
2024
Q4 		$42.3M Buy
100,883
+9,681
+11% +$4.12M 2.23% 11
2024
Q3 		$37.4M Buy
91,202
+5,611
+7% +$2.4M 2.13% 11
2024
Q2 		$38.8M Buy
85,591
+5,344
+7% +$2.26M 2.44% 11
2024
Q1 		$34.2M Buy
80,247
+3,902
+5% +$1.58M 2.5% 9
2023
Q4 		$28.6M Buy
76,345
+10,615
+16% +$3.78M 2.34% 10
2023
Q3 		$21.7M Buy
65,730
+8,628
+15% +$2.85M 2.19% 10
2023
Q2 		$19.7M Buy
57,102
+8,891
+18% +$2.79M 2.12% 10
2023
Q1 		$14M Buy
48,211
+8,937
+23% +$2.28M 1.84% 12
2022
Q4 		$8.83M Buy
39,274
+17,402
+80% +$4.18M 1.32% 13
2022
Q3 		$5.09M Sell
21,872
-8,711
-28% -$2.3M 1.02% 17
2022
Q2 		$7.86M Buy
30,583
+3,533
+13% +$959K 1.69% 12
2022
Q1 		$8.52M Buy
27,050
+7,468
+38% +$2.25M 1.9% 9
2021
Q4 		$5.97M Buy
+19,582
New +$6.35M 1.84% 10

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Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Wedmont Private Capital's MSFT Position: Q3 2026 in Review

Wedmont Private Capital increased its Microsoft (MSFT) stake by 44% in Q3 2026, buying an estimated $20.8M and bringing the position to 147,027 shares worth $76.8M. The position accounts for 1.84% of the portfolio, ranked #12.

Wedmont Private Capital first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. 977 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Wedmont Private Capital held 147,027 shares of Microsoft worth $76.8M as of Q3 2026.
  • Wedmont Private Capital bought 45,065 Microsoft shares in Q3 2026, an estimated $20.8M.
  • Microsoft made up 1.84% of Wedmont Private Capital's portfolio in Q3 2026, its #12 holding.
  • Wedmont Private Capital first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • 977 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.