KFG Wealth Management
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KFG Wealth Management’s Microsoft MSFT Stock Holding History

KFG 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 		$3.2M Sell
6,245
-1,083
-15% -$501K 0.35% 45
2026
Q2 		$2.73M Buy
7,328
+1,232
+20% +$498K 0.31% 47
2026
Q1 		$2.26M Sell
6,096
-30
-0.5% -$12.6K 0.29% 52
2025
Q4 		$2.96M Sell
6,126
-836
-12% -$419K 0.4% 42
2025
Q3 		$3.61M Sell
6,962
-28
-0.4% -$14.3K 0.52% 36
2025
Q2 		$3.48M Buy
6,990
+1,748
+33% +$759K 0.56% 34
2025
Q1 		$1.97M Sell
5,242
-301
-5% -$123K 0.36% 47
2024
Q4 		$2.34M Buy
5,543
+51
+0.9% +$21.7K 0.44% 42
2024
Q3 		$2.36M Buy
5,492
+741
+16% +$317K 0.51% 40
2024
Q2 		$2.12M Sell
4,751
-126
-3% -$53.2K 0.84% 29
2024
Q1 		$2.05M Buy
4,877
+216
+5% +$87.4K 0.84% 28
2023
Q4 		$1.75M Buy
4,661
+1,502
+48% +$535K 0.8% 30
2023
Q3 		$997K Buy
3,159
+57
+2% +$18.8K 0.54% 38
2023
Q2 		$1.06M Buy
3,102
+1
+0% +$313 0.62% 30
2023
Q1 		$899K Sell
3,101
-4
-0.1% -$1.02K 0.62% 29
2022
Q4 		$745K Buy
+3,105
New +$745K 0.76% 27

Other funds holding MSFT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

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

KFG Wealth Management reduced its Microsoft (MSFT) stake by 15% in Q3 2026, selling an estimated $501K and leaving 6,245 shares worth $3.2M. The position accounts for 0.35% of the portfolio, ranked #45.

KFG Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.61M in Q3 2025. 4,141 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • KFG Wealth Management held 6,245 shares of Microsoft worth $3.2M as of Q3 2026.
  • KFG Wealth Management sold 1,083 Microsoft shares in Q3 2026, an estimated $501K.
  • Microsoft made up 0.35% of KFG Wealth Management's portfolio in Q3 2026, its #45 holding.
  • KFG Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 16 quarters since.
  • KFG Wealth Management's Microsoft position peaked at $3.61M in Q3 2025.
  • 4,141 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.