George Kaiser Family Foundation’s Microsoft MSFT Stock Holding History

George Kaiser Family Foundation’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	$384K	Hold	1,038	–	–	0.04%	53
2025 Q4	$502K	Hold	1,038	–	–	0.07%	32
2025 Q3	$538K	Hold	1,038	–	–	0.08%	31
2025 Q2	$516K	Buy	1,038 +337	+48%	+$146K	0.07%	29
2025 Q1	$263K	Buy	+701	New	+$286K	0.04%	53
2023 Q4	–	Sell	-12,327	Closed	-$3.89M	–	35
2023 Q3	$3.89M	Hold	12,327	–	–	0.73%	10
2023 Q2	$4.2M	Sell	12,327 -2,338	-16%	-$733K	0.71%	13
2023 Q1	$4.23M	Sell	14,665 -1,937	-12%	-$494K	0.68%	11
2022 Q4	$3.98M	Hold	16,602	–	–	0.59%	12
2022 Q3	$3.87M	Hold	16,602	–	–	0.68%	12
2022 Q2	$4.26M	Sell	16,602 -3,836	-19%	-$1.04M	0.76%	9
2022 Q1	$6.3M	Hold	20,438	–	–	1.03%	7
2021 Q4	$6.87M	Hold	20,438	–	–	0.99%	9
2021 Q3	$5.76M	Hold	20,438	–	–	0.95%	11
2021 Q2	$5.54M	Sell	20,438 -1,225	-6%	-$311K	0.88%	10
2021 Q1	$5.11M	Sell	21,663 -926	-4%	-$215K	1.06%	12
2020 Q4	$5.02M	Hold	22,589	–	–	1.33%	11
2020 Q3	$4.75M	Hold	22,589	–	–	1.63%	7
2020 Q2	$4.6M	Buy	22,589 +56	+0.2%	+$10.2K	2.01%	3
2020 Q1	$3.55M	Hold	22,533	–	–	1.93%	4
2019 Q4	$3.55M	Hold	22,533	–	–	1.09%	7
2019 Q3	$3.13M	Hold	22,533	–	–	1.11%	7
2019 Q2	$3.02M	Hold	22,533	–	–	1.05%	7
2019 Q1	$2.66M	Hold	22,533	–	–	0.92%	8
2018 Q4	$2.29M	Sell	22,533 -4,948	-18%	-$530K	0.78%	8
2018 Q3	$3.14M	Hold	27,481	–	–	0.99%	5
2018 Q2	$2.71M	Hold	27,481	–	–	0.88%	6
2018 Q1	$2.51M	Hold	27,481	–	–	0.78%	6
2017 Q4	$2.35M	Hold	27,481	–	–	0.78%	6
2017 Q3	$2.05M	Hold	27,481	–	–	0.94%	6
2017 Q2	$1.89M	Hold	27,481	–	–	0.87%	6
2017 Q1	$1.81M	Sell	27,481 -20,265	-42%	-$1.3M	0.73%	6
2016 Q4	$2.97M	Hold	47,746	–	–	0.93%	6
2016 Q3	$2.75M	Sell	47,746 -12,316	-21%	-$695K	0.61%	5
2016 Q2	$3.07M	Hold	60,062	–	–	0.76%	4
2016 Q1	$3.32M	Sell	60,062 -16,253	-21%	-$852K	0.93%	5
2015 Q4	$4.23M	Sell	76,315 -18,207	-19%	-$958K	1.07%	4
2015 Q3	$4.18M	Buy	94,522 +1,500	+2%	+$67.4K	0.82%	5
2015 Q2	$4.11M	Hold	93,022	–	–	0.64%	6
2015 Q1	$3.78M	Buy	93,022 +19,332	+26%	+$842K	0.6%	7
2014 Q4	$3.42M	Buy	73,690 +25,535	+53%	+$1.2M	0.54%	7
2014 Q3	$2.23M	Hold	48,155	–	–	0.38%	7
2014 Q2	$2.01M	Hold	48,155	–	–	0.33%	6
2014 Q1	$1.97M	Buy	+48,155	New	+$1.81M	0.34%	5

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

George Kaiser Family Foundation's MSFT Position: Q1 2026 in Review

George Kaiser Family Foundation held its Microsoft (MSFT) position steady in Q1 2026 at 1,038 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #53.

George Kaiser Family Foundation first reported a position in MSFT in Q1 2014 and has held it in 44 quarters since. The position peaked at $6.87M in Q4 2021. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

George Kaiser Family Foundation held 1,038 shares of Microsoft worth $384K as of Q1 2026.
George Kaiser Family Foundation left its Microsoft share count unchanged in Q1 2026.
Microsoft made up 0.04% of George Kaiser Family Foundation's portfolio in Q1 2026, its #53 holding.
George Kaiser Family Foundation first reported a position in Microsoft in Q1 2014 and has held it in 44 quarters since.
George Kaiser Family Foundation's Microsoft position peaked at $6.87M in Q4 2021.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on George Kaiser Family Foundation's 13F filing for Q1 2026, filed 14 May 2026.