DKM Wealth Management’s Microsoft MSFT Stock Holding History

DKM 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	$586K	Sell	1,143 -60	-5%	-$27.7K	0.37%	31
2026 Q2	$449K	Sell	1,203 -109	-8%	-$44.1K	0.29%	36
2026 Q1	$486K	Buy	1,312 +18	+1%	+$7.53K	0.35%	31
2025 Q4	$626K	Sell	1,294 -10	-0.8%	-$5.01K	0.47%	29
2025 Q3	$675K	Buy	1,304 +30	+2%	+$15.3K	0.54%	26
2025 Q2	$633K	Sell	1,274 -20	-2%	-$8.68K	0.55%	26
2025 Q1	$486K	Hold	1,294	–	–	0.47%	29
2024 Q4	$545K	Buy	+1,294	New	+$551K	0.52%	24

Other funds holding MSFT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

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

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

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

DKM Wealth Management reduced its Microsoft (MSFT) stake by 5% in Q3 2026, selling an estimated $27.7K and leaving 1,143 shares worth $586K. The position accounts for 0.37% of the portfolio, ranked #31.

DKM Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. The position peaked at $675K in Q3 2025. 1,810 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

DKM Wealth Management held 1,143 shares of Microsoft worth $586K as of Q3 2026.
DKM Wealth Management sold 60 Microsoft shares in Q3 2026, an estimated $27.7K.
Microsoft made up 0.37% of DKM Wealth Management's portfolio in Q3 2026, its #31 holding.
DKM Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
DKM Wealth Management's Microsoft position peaked at $675K in Q3 2025.
1,810 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.