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Capstone Wealth Management, LLC

SEC CIK
0002019411
Latest filing
Jul 23, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Capstone Wealth Management, 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)
4,120
Value
$1.54M
% of portfolio
0.7%
Quarters held
7
Since Q4 2024
Holdings of MSFT by Capstone Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,120$1.54M0.7%+1,581+62.3%AddedHolders
Q1 20262,539$939.8K0.7%+27+1.1%AddedHolders
Q4 20252,512$1.21M0.9%+100+4.1%AddedHolders
Q3 20252,412$1.25M1.0%+28+1.2%AddedHolders
Q2 20252,384$1.19M1.0%−16−0.7%ReducedHolders
Q1 20252,400$900.8K0.9%−35−1.4%ReducedHolders
Q4 20242,435$1.03M1.0%–No prior filingHolders