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 Q3	$369K	Sell	720 -125	-15%	-$57.8K	0.12%	39
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

David Kennon's MSFT Position: Q3 2026 in Review

David Kennon reduced its Microsoft (MSFT) stake by 15% in Q3 2026, selling an estimated $57.8K and leaving 720 shares worth $369K. The position accounts for 0.12% of the portfolio, ranked #39.

David Kennon first reported a position in MSFT in Q1 2023 and has held it in 15 quarters since. The position peaked at $438K in Q3 2025. 808 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

David Kennon held 720 shares of Microsoft worth $369K as of Q3 2026.
David Kennon sold 125 Microsoft shares in Q3 2026, an estimated $57.8K.
Microsoft made up 0.12% of David Kennon's portfolio in Q3 2026, its #39 holding.
David Kennon first reported a position in Microsoft in Q1 2023 and has held it in 15 quarters since.
David Kennon's Microsoft position peaked at $438K in Q3 2025.
808 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on David Kennon's 13F filing for Q3 2026, filed 13 Oct 2026.