Kiley Juergens Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $41.5M | Sell |
112,126
-772
| -0.7% | -$323K | 7.32% | 1 |
|
|
2025
Q4 | $54.6M | Sell |
112,898
-155
| -0.1% | -$77.7K | 11.79% | 1 |
|
|
2025
Q3 | $58.6M | Sell |
113,053
-618
| -0.5% | -$315K | 12.89% | 1 |
|
|
2025
Q2 | $56.5M | Sell |
113,671
-998
| -0.9% | -$433K | 13.05% | 1 |
|
|
2025
Q1 | $43M | Sell |
114,669
-48
| -0% | -$19.6K | 11.45% | 1 |
|
|
2024
Q4 | $48.4M | Sell |
114,717
-187
| -0.2% | -$79.7K | 12.11% | 1 |
|
|
2024
Q3 | $49.4M | Sell |
114,904
-1,256
| -1% | -$537K | 12.83% | 1 |
|
|
2024
Q2 | $51.9M | Buy |
116,160
+6,897
| +6% | +$2.91M | 14.42% | 1 |
|
|
2024
Q1 | $46M | Sell |
109,263
-3,410
| -3% | -$1.38M | 14.22% | 1 |
|
|
2023
Q4 | $42.4M | Buy |
112,673
+28
| +0% | +$9.97K | 14.17% | 1 |
|
|
2023
Q3 | $35.6M | Sell |
112,645
-3,005
| -3% | -$993K | 12.84% | 1 |
|
|
2023
Q2 | $39.4M | Sell |
115,650
-1,117
| -1% | -$350K | 13.58% | 1 |
|
|
2023
Q1 | $33.7M | Buy |
116,767
+2,400
| +2% | +$612K | 12.6% | 1 |
|
|
2022
Q4 | $27.4M | Buy |
114,367
+2,295
| +2% | +$551K | 11.49% | 1 |
|
|
2022
Q3 | $26.1M | Buy |
112,072
+903
| +0.8% | +$238K | 12.28% | 1 |
|
|
2022
Q2 | $28.6M | Buy |
111,169
+41,336
| +59% | +$11.2M | 13.52% | 1 |
|
|
2022
Q1 | $21.5M | Sell |
69,833
-38,717
| -36% | -$11.6M | 10.39% | 1 |
|
|
2021
Q4 | $36.5M | Buy |
108,550
+1,292
| +1% | +$419K | 13.85% | 1 |
|
|
2021
Q3 | $30.2M | Buy |
107,258
+6,225
| +6% | +$1.81M | 13.26% | 1 |
|
|
2021
Q2 | $27.4M | Buy |
101,033
+7,855
| +8% | +$2M | 12.54% | 1 |
|
|
2021
Q1 | $22M | Sell |
93,178
-170
| -0.2% | -$39.4K | 11.47% | 1 |
|
|
2020
Q4 | $20.8M | Buy |
93,348
+271
| +0.3% | +$58.3K | 12.28% | 1 |
|
|
2020
Q3 | $19.6M | Sell |
93,077
-20,498
| -18% | -$4.31M | 14.31% | 1 |
|
|
2020
Q2 | $23.1M | Buy |
113,575
+774
| +0.7% | +$141K | 19.3% | 1 |
|
|
2020
Q1 | $17.8M | Buy |
112,801
+371
| +0.3% | +$61K | 18.35% | 1 |
|
|
2019
Q4 | $17.7M | Buy |
112,430
+14,703
| +15% | +$2.16M | 15.57% | 1 |
|
|
2019
Q3 | $13.6M | Sell |
97,727
-1,213
| -1% | -$167K | 14.87% | 1 |
|
|
2019
Q2 | $13.3M | Sell |
98,940
-520
| -0.5% | -$66K | 14.92% | 1 |
|
|
2019
Q1 | $11.7M | Buy |
99,460
+37
| +0% | +$4.04K | 14.61% | 1 |
|
|
2018
Q4 | $10.1M | Buy |
99,423
+3,397
| +4% | +$364K | 14.14% | 1 |
|
|
2018
Q3 | $11M | Buy |
96,026
+6,903
| +8% | +$748K | 8.2% | 1 |
|
|
2018
Q2 | $8.79M | Buy |
89,123
+2,373
| +3% | +$230K | 7.85% | 1 |
|
|
2018
Q1 | $7.92M | Sell |
86,750
-2,062
| -2% | -$189K | 8.59% | 2 |
|
|
2017
Q4 | $7.6M | Buy |
+88,812
| New | +$7.29M | 6.84% | 2 |
|
Other funds holding MSFT
VCM
VPM
Kiley Juergens Wealth Management's MSFT Position: Q1 2026 in Review
Kiley Juergens Wealth Management reduced its Microsoft (MSFT) stake by 0.68% in Q1 2026, selling an estimated $323K and leaving 112,126 shares worth $41.5M. The position accounts for 7.32% of the portfolio, ranked #1.
Kiley Juergens Wealth Management first reported a position in MSFT in Q4 2017 and has held it in 34 quarters since. The position peaked at $58.6M in Q3 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Kiley Juergens Wealth Management held 112,126 shares of Microsoft worth $41.5M as of Q1 2026.
- Kiley Juergens Wealth Management sold 772 Microsoft shares in Q1 2026, an estimated $323K.
- Microsoft made up 7.32% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #1 holding.
- Kiley Juergens Wealth Management first reported a position in Microsoft in Q4 2017 and has held it in 34 quarters since.
- Kiley Juergens Wealth Management's Microsoft position peaked at $58.6M in Q3 2025.
- 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.