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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BKM Wealth Management's MSFT Position: Q1 2026 in Review

BKM Wealth Management reduced its Microsoft (MSFT) stake by 4.8% in Q1 2026, selling an estimated $511K and leaving 24,350 shares worth $9.01M. The position accounts for 3.29% of the portfolio, ranked #6.

BKM Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.6M in Q3 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • BKM Wealth Management held 24,350 shares of Microsoft worth $9.01M as of Q1 2026.
  • BKM Wealth Management sold 1,220 Microsoft shares in Q1 2026, an estimated $511K.
  • Microsoft made up 3.29% of BKM Wealth Management's portfolio in Q1 2026, its #6 holding.
  • BKM Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • BKM Wealth Management's Microsoft position peaked at $12.6M in Q3 2025.
  • 6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.