Winthrop Capital Management’s Microsoft MSFT Stock Holding History

Winthrop 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	$6.97M	Buy	13,591 +3	+0%	+$1.39K	1.71%	19
2026 Q2	$5.07M	Sell	13,588 -79	-0.6%	-$32K	1.22%	26
2026 Q1	$5.06M	Buy	13,667 +493	+4%	+$206K	1.3%	27
2025 Q4	$6.37M	Sell	13,174 -553	-4%	-$277K	1.48%	22
2025 Q3	$7.11M	Buy	13,727 +258	+2%	+$132K	1.72%	19
2025 Q2	$6.7M	Sell	13,469 -12	-0.1%	-$5.21K	1.69%	18
2025 Q1	$5.06M	Buy	13,481 +755	+6%	+$308K	1.39%	22
2024 Q4	$5.41M	Buy	+12,726	New	+$5.42M	1.44%	23
2024 Q1	–	Sell	-12,426	Closed	-$4.67M	–	239
2023 Q4	$4.67M	Buy	+12,426	New	+$4.42M	1.53%	20

Other funds holding MSFT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

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

Winthrop Capital Management increased its Microsoft (MSFT) stake by 0.02% in Q3 2026, buying an estimated $1.39K and bringing the position to 13,591 shares worth $6.97M. The position accounts for 1.71% of the portfolio, ranked #19.

Winthrop Capital Management first reported a position in MSFT in Q4 2023 and has held it in 9 quarters since. The position peaked at $7.11M in Q3 2025. 5,056 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Winthrop Capital Management held 13,591 shares of Microsoft worth $6.97M as of Q3 2026.
Winthrop Capital Management bought 3 Microsoft shares in Q3 2026, an estimated $1.39K.
Microsoft made up 1.71% of Winthrop Capital Management's portfolio in Q3 2026, its #19 holding.
Winthrop Capital Management first reported a position in Microsoft in Q4 2023 and has held it in 9 quarters since.
Winthrop Capital Management's Microsoft position peaked at $7.11M in Q3 2025.
5,056 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Winthrop Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.