David Kennon’s Microsoft MSFT Stock Holding History

David Kennon’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 Q2	$315K	Hold	845	–	–	0.1%	40
2026 Q1	$313K	Hold	845	–	–	0.11%	37
2025 Q4	$409K	Hold	845	–	–	0.15%	33
2025 Q3	$438K	Hold	845	–	–	0.16%	32
2025 Q2	$420K	Hold	845	–	–	0.16%	31
2025 Q1	$317K	Sell	845 -90	-10%	-$36.7K	0.13%	32
2024 Q4	$394K	Hold	935	–	–	0.16%	32
2024 Q3	$402K	Hold	935	–	–	0.16%	31
2024 Q2	$418K	Hold	935	–	–	0.18%	30
2024 Q1	$393K	Buy	935 +87	+10%	+$35.2K	0.17%	30
2023 Q4	$319K	Hold	848	–	–	0.14%	26
2023 Q3	$268K	Sell	848 -51	-6%	-$16.9K	0.13%	27
2023 Q2	$306K	Buy	899 +34	+4%	+$10.7K	0.14%	27
2023 Q1	$249K	Buy	+865	New	+$221K	0.12%	28

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

David Kennon's MSFT Position: Q2 2026 in Review

David Kennon held its Microsoft (MSFT) position steady in Q2 2026 at 845 shares worth $315K. The position accounts for 0.1% of the portfolio, ranked #40.

David Kennon first reported a position in MSFT in Q1 2023 and has held it in 14 quarters since. The position peaked at $438K in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

David Kennon held 845 shares of Microsoft worth $315K as of Q2 2026.
David Kennon left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.1% of David Kennon's portfolio in Q2 2026, its #40 holding.
David Kennon first reported a position in Microsoft in Q1 2023 and has held it in 14 quarters since.
David Kennon's Microsoft position peaked at $438K in Q3 2025.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on David Kennon's 13F filing for Q2 2026, filed 22 Jul 2026.