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KG&L Capital Management’s Microsoft MSFT Stock Holding History

KG&L Capital 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
Q1 		– Sell
-9,000
Closed -$779K – 175
2025
Q4 		$779K Buy
9,000
+7,000
+350% +$3.51M 0.19% 103
2025
Q3 		$268K Buy
+2,000
New +$1.02M 0.07% 182
2019
Q1 		– Sell
-800
Closed -$31K – 122
2018
Q4 		$31K Buy
+800
New +$85.7K 0.03% 94

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

KG&L Capital Management's MSFT Position: Q1 2026 in Review

KG&L Capital Management reduced its Microsoft (MSFT) stake by 78% in Q1 2026, selling an estimated $9.83M and leaving 6,539 shares worth $2.42M. The position accounts for 1.73% of the portfolio, ranked #13.

KG&L Capital Management first reported a position in MSFT in Q4 2018 and has held it in 30 quarters since. The position peaked at $14.5M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • KG&L Capital Management held 6,539 shares of Microsoft worth $2.42M as of Q1 2026.
  • KG&L Capital Management sold 23,500 Microsoft shares in Q1 2026, an estimated $9.83M.
  • Microsoft made up 1.73% of KG&L Capital Management's portfolio in Q1 2026, its #13 holding.
  • KG&L Capital Management first reported a position in Microsoft in Q4 2018 and has held it in 30 quarters since.
  • KG&L Capital Management's Microsoft position peaked at $14.5M in Q4 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.