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Capstone Wealth Management Group, LLC

SEC CIK
0001923052
Latest filing
Jul 30, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Capstone Wealth Management Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSFT overviewAll 13F holders of MSFTFull Q2 2026 holdings

Shares (Q2 2026)
5,103
Value
$1.90M
% of portfolio
0.7%
Quarters held
19
Since Q4 2021
Holdings of MSFT by Capstone Wealth Management Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,103$1.90M0.7%−472−8.5%ReducedHolders
Q1 20265,575$2.06M0.9%−5,787−50.9%ReducedHolders
Q4 202511,362$5.49M2.3%−1,190−9.5%ReducedHolders
Q3 202512,552$6.50M2.8%+887+7.6%AddedHolders
Q2 202511,665$5.80M5.6%+5,178+79.8%AddedHolders
Q1 20256,487$2.44M1.4%−1,132−14.9%ReducedHolders
Q4 20247,619$3.21M1.7%+828+12.2%AddedHolders
Q3 20246,791$2.92M1.7%−6−0.1%ReducedHolders
Q2 20246,797$3.04M2.0%+17+0.3%AddedHolders
Q1 20246,780$2.85M2.0%−159−2.3%ReducedHolders
Q4 20236,939$2.61M2.5%−1,213−14.9%ReducedHolders
Q3 20238,152$2.57M2.7%−87−1.1%ReducedHolders
Q2 20238,239$2.81M2.9%−1,166−12.4%ReducedHolders
Q1 20239,405$2.71M3.0%−915−8.9%ReducedHolders
Q4 202210,320$2.47M2.7%+901+9.6%AddedHolders
Q3 20229,419$2.19M2.8%+310+3.4%AddedHolders
Q2 20229,109$2.34M2.8%+7+0.1%AddedHolders
Q1 20229,102$2.81M2.8%−711−7.2%ReducedHolders
Q4 20219,813$3.30M2.7%–No prior filingHolders