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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
Q2 		$4.59M Sell
12,294
-2,688
-18% -$1.09M 1.4% 25
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kercheville Advisors's MSFT Position: Q2 2026 in Review

Kercheville Advisors reduced its Microsoft (MSFT) stake by 18% in Q2 2026, selling an estimated $1.09M and leaving 12,294 shares worth $4.59M. The position accounts for 1.4% of the portfolio, ranked #25.

Kercheville Advisors first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.8M in Q2 2025. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Kercheville Advisors held 12,294 shares of Microsoft worth $4.59M as of Q2 2026.
  • Kercheville Advisors sold 2,688 Microsoft shares in Q2 2026, an estimated $1.09M.
  • Microsoft made up 1.4% of Kercheville Advisors's portfolio in Q2 2026, its #25 holding.
  • Kercheville Advisors first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Kercheville Advisors's Microsoft position peaked at $11.8M in Q2 2025.
  • 6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Kercheville Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.