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KCM Investment Advisors’s Microsoft MSFT Stock Holding History

KCM Investment Advisors’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 		$107M Sell
289,473
-8,999
-3% -$3.77M 3.56% 4
2025
Q4 		$144M Sell
298,472
-1,335
-0.4% -$669K 4.63% 3
2025
Q3 		$155M Buy
299,807
+375
+0.1% +$191K 5% 3
2025
Q2 		$149M Sell
299,432
-4,373
-1% -$1.9M 5% 3
2025
Q1 		$114M Sell
303,805
-5,958
-2% -$2.43M 4.1% 3
2024
Q4 		$131M Sell
309,763
-5,820
-2% -$2.48M 4.5% 3
2024
Q3 		$136M Sell
315,583
-1,434
-0.5% -$613K 4.6% 3
2024
Q2 		$142M Sell
317,017
-2,768
-0.9% -$1.17M 5.09% 3
2024
Q1 		$135M Sell
319,785
-2,264
-0.7% -$917K 4.97% 3
2023
Q4 		$121M Sell
322,049
-7,595
-2% -$2.7M 4.82% 3
2023
Q3 		$104M Sell
329,644
-7,451
-2% -$2.46M 4.49% 3
2023
Q2 		$115M Sell
337,095
-20,659
-6% -$6.47M 4.6% 3
2023
Q1 		$103M Sell
357,754
-2,727
-0.8% -$696K 4.18% 3
2022
Q4 		$86.5M Buy
360,481
+188
+0.1% +$45.1K 3.72% 3
2022
Q3 		$83.9M Sell
360,293
-2,471
-0.7% -$652K 3.88% 3
2022
Q2 		$93.2M Sell
362,764
-7,433
-2% -$2.02M 4.07% 3
2022
Q1 		$114M Sell
370,197
-2,159
-0.6% -$650K 4.18% 3
2021
Q4 		$125M Buy
372,356
+1,420
+0.4% +$460K 4.36% 3
2021
Q3 		$105M Sell
370,936
-1,399
-0.4% -$407K 4.16% 3
2021
Q2 		$101M Sell
372,335
-373
-0.1% -$94.8K 4.08% 3
2021
Q1 		$87.9M Buy
372,708
+2,772
+0.7% +$643K 3.89% 3
2020
Q4 		$82.3M Sell
369,936
-441
-0.1% -$94.8K 3.97% 3
2020
Q3 		$77.9M Buy
370,377
+958
+0.3% +$201K 4.32% 3
2020
Q2 		$75.2M Buy
369,419
+18,426
+5% +$3.34M 4.23% 3
2020
Q1 		$55.4M Sell
350,993
-6,143
-2% -$1.01M 3.73% 3
2019
Q4 		$56.3M Buy
357,136
+5,273
+1% +$775K 3.06% 3
2019
Q3 		$48.9M Buy
351,863
+1,069
+0.3% +$147K 2.84% 3
2019
Q2 		$47M Buy
350,794
+11,613
+3% +$1.47M 2.82% 3
2019
Q1 		$40M Sell
339,181
-5,531
-2% -$603K 2.59% 4
2018
Q4 		$35M Buy
344,712
+3,015
+0.9% +$323K 2.32% 3
2018
Q3 		$39.1M Sell
341,697
-2,014
-0.6% -$218K 2.24% 4
2018
Q2 		$33.9M Buy
343,711
+1,702
+0.5% +$165K 2.09% 4
2018
Q1 		$31.2M Sell
342,009
-7,640
-2% -$699K 1.9% 5
2017
Q4 		$29.9M Sell
349,649
-7,028
-2% -$577K 1.75% 8
2017
Q3 		$26.6M Buy
356,677
+10,958
+3% +$800K 1.62% 9
2017
Q2 		$23.8M Buy
345,719
+8,559
+3% +$588K 1.49% 8
2017
Q1 		$22.2M Buy
337,160
+19,648
+6% +$1.26M 1.42% 9
2016
Q4 		$19.7M Buy
317,512
+31,832
+11% +$1.91M 1.33% 9
2016
Q3 		$16.5M Buy
285,680
+28,772
+11% +$1.62M 1.13% 12
2016
Q2 		$13.1M Buy
256,908
+33,545
+15% +$1.74M 0.92% 22
2016
Q1 		$12.3M Buy
223,363
+34,589
+18% +$1.81M 0.91% 19
2015
Q4 		$10.5M Buy
188,774
+5,244
+3% +$276K 0.83% 23
2015
Q3 		$8.12M Buy
183,530
+1,130
+0.6% +$50.7K 0.67% 37
2015
Q2 		$8.05M Buy
182,400
+4,220
+2% +$193K 0.64% 37
2015
Q1 		$7.24M Sell
178,180
-658
-0.4% -$28.6K 0.58% 44
2014
Q4 		$8.31M Buy
178,838
+724
+0.4% +$34K 0.7% 32
2014
Q3 		$8.26M Sell
178,114
-2,215
-1% -$98.8K 0.76% 26
2014
Q2 		$7.52M Sell
180,329
-1,064
-0.6% -$43.1K 0.7% 29
2014
Q1 		$7.43M Buy
181,393
+859
+0.5% +$32.2K 0.77% 26
2013
Q4 		$6.75M Buy
180,534
+6,929
+4% +$252K 0.73% 25
2013
Q3 		$5.78M Buy
173,605
+6,418
+4% +$211K 0.69% 29
2013
Q2 		$5.78M Buy
+167,187
New +$5.48M 0.7% 31

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

KCM Investment Advisors's MSFT Position: Q1 2026 in Review

KCM Investment Advisors reduced its Microsoft (MSFT) stake by 3% in Q1 2026, selling an estimated $3.77M and leaving 289,473 shares worth $107M. The position accounts for 3.56% of the portfolio, ranked #4.

KCM Investment Advisors first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $155M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • KCM Investment Advisors held 289,473 shares of Microsoft worth $107M as of Q1 2026.
  • KCM Investment Advisors sold 8,999 Microsoft shares in Q1 2026, an estimated $3.77M.
  • Microsoft made up 3.56% of KCM Investment Advisors's portfolio in Q1 2026, its #4 holding.
  • KCM Investment Advisors first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • KCM Investment Advisors's Microsoft position peaked at $155M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.