BKM Wealth Management
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BKM Wealth Management’s Microsoft MSFT Stock Holding History

BKM Wealth 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 		$10.3M Sell
20,075
-5,241
-21% -$2.42M 3.33% 5
2026
Q2 		$9.44M Buy
25,316
+966
+4% +$391K 3.34% 6
2026
Q1 		$9.01M Sell
24,350
-1,220
-5% -$511K 3.29% 6
2025
Q4 		$12.4M Buy
25,570
+1,273
+5% +$638K 4.52% 3
2025
Q3 		$12.6M Sell
24,297
-956
-4% -$488K 4.64% 2
2025
Q2 		$12.6M Sell
25,253
-1,632
-6% -$709K 4.91% 1
2025
Q1 		$10.1M Buy
26,885
+63
+0.2% +$25.7K 4.16% 3
2024
Q4 		$11.3M Buy
26,822
+2,172
+9% +$925K 4.64% 3
2024
Q3 		$10.6M Buy
24,650
+15,883
+181% +$6.79M 4.31% 2
2024
Q2 		$3.92M Sell
8,767
-15,591
-64% -$6.58M 1.88% 12
2024
Q1 		$10.2M Sell
24,358
-44
-0.2% -$17.8K 4.41% 2
2023
Q4 		$9.18M Buy
+24,402
New +$8.69M 3.91% 3

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

BKM Wealth Management's MSFT Position: Q3 2026 in Review

BKM Wealth Management reduced its Microsoft (MSFT) stake by 21% in Q3 2026, selling an estimated $2.42M and leaving 20,075 shares worth $10.3M. The position accounts for 3.33% of the portfolio, ranked #5.

BKM Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. The position peaked at $12.6M in Q3 2025. 3,311 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • BKM Wealth Management held 20,075 shares of Microsoft worth $10.3M as of Q3 2026.
  • BKM Wealth Management sold 5,241 Microsoft shares in Q3 2026, an estimated $2.42M.
  • Microsoft made up 3.33% of BKM Wealth Management's portfolio in Q3 2026, its #5 holding.
  • BKM Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • BKM Wealth Management's Microsoft position peaked at $12.6M in Q3 2025.
  • 3,311 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.