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Kiker Wealth Management’s Microsoft MSFT Stock Holding History

Kiker 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
2025
Q4 		– Sell
-773
Closed -$400K – 118
2025
Q3 		$400K Sell
773
-403
-34% -$206K 0.2% 73
2025
Q2 		$585K Sell
1,176
-498
-30% -$216K 0.33% 58
2025
Q1 		$628K Sell
1,674
-229
-12% -$93.4K 0.43% 50
2024
Q4 		$802K Buy
+1,903
New +$811K 0.65% 36

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kiker Wealth Management's MSFT Position: Q4 2025 in Review

Kiker Wealth Management sold out of Microsoft (MSFT) in Q4 2025, closing a stake of 773 shares — an estimated $400K sold.

Kiker Wealth Management first reported a position in MSFT in Q4 2024 and held it in 4 quarters. The position peaked at $802K in Q4 2024. 6,310 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Kiker Wealth Management reported no remaining Microsoft position as of Q4 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 773 Microsoft shares in Q4 2025, an estimated $400K.
  • Kiker Wealth Management first reported a position in Microsoft in Q4 2024 and held it in 4 quarters.
  • Kiker Wealth Management's Microsoft position peaked at $802K in Q4 2024.
  • 6,310 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Kiker Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.