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Kercheville Advisors’s Microsoft MSFT Stock Holding History

Kercheville 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 		$5.55M Sell
14,982
-2,234
-13% -$935K 1.77% 19
2025
Q4 		$7.77M Sell
17,216
-4,710
-21% -$2.36M 2.03% 15
2025
Q3 		$11.4M Sell
21,926
-1,709
-7% -$872K 3.43% 11
2025
Q2 		$11.8M Buy
23,635
+3,139
+15% +$1.36M 4.06% 8
2025
Q1 		$7.69M Sell
20,496
-4,835
-19% -$1.97M 3.14% 13
2024
Q4 		$10.7M Buy
25,331
+1,483
+6% +$632K 4.14% 8
2024
Q3 		$10.3M Sell
23,848
-1,207
-5% -$516K 4.33% 5
2024
Q2 		$11.2M Buy
25,055
+511
+2% +$216K 4.86% 5
2024
Q1 		$10.3M Buy
24,544
+2,917
+13% +$1.18M 4.88% 3
2023
Q4 		$8.13M Buy
21,627
+1,450
+7% +$516K 4.57% 5
2023
Q3 		$6.37M Sell
20,177
-56
-0.3% -$18.5K 4.04% 7
2023
Q2 		$6.89M Sell
20,233
-473
-2% -$148K 4.17% 5
2023
Q1 		$5.97M Buy
20,706
+73
+0.4% +$18.6K 4.09% 8
2022
Q4 		$4.95M Sell
20,633
-2,246
-10% -$539K 3.42% 10
2022
Q3 		$5.33M Sell
22,879
-669
-3% -$177K 5.45% 4
2022
Q2 		$6.05M Sell
23,548
-2,633
-10% -$715K 3.97% 7
2022
Q1 		$8.07M Sell
26,181
-553
-2% -$166K 3.82% 6
2021
Q4 		$8.99M Sell
26,734
-18
-0.1% -$5.84K 3.92% 5
2021
Q3 		$7.54M Sell
26,752
-142
-0.5% -$41.3K 3.57% 5
2021
Q2 		$7.29M Buy
26,894
+436
+2% +$111K 3.37% 4
2021
Q1 		$6.26M Buy
26,458
+380
+1% +$88.2K 3.14% 4
2020
Q4 		$5.79M Buy
+26,078
New +$5.61M 3.15% 5

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

Kercheville Advisors's MSFT Position: Q1 2026 in Review

Kercheville Advisors reduced its Microsoft (MSFT) stake by 13% in Q1 2026, selling an estimated $935K and leaving 14,982 shares worth $5.55M. The position accounts for 1.77% of the portfolio, ranked #19.

Kercheville Advisors first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $11.8M in Q2 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Kercheville Advisors held 14,982 shares of Microsoft worth $5.55M as of Q1 2026.
  • Kercheville Advisors sold 2,234 Microsoft shares in Q1 2026, an estimated $935K.
  • Microsoft made up 1.77% of Kercheville Advisors's portfolio in Q1 2026, its #19 holding.
  • Kercheville Advisors first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Kercheville Advisors's Microsoft position peaked at $11.8M in Q2 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Kercheville Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.