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King Wealth Management Group’s Microsoft MSFT Stock Holding History

King Wealth Management Group’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 		$42.7M Buy
115,377
+2,465
+2% +$1.03M 5.34% 4
2025
Q4 		$54.6M Buy
112,912
+1,445
+1% +$724K 6.58% 3
2025
Q3 		$57.7M Sell
111,467
-72
-0.1% -$36.7K 7.25% 3
2025
Q2 		$55.5M Sell
111,539
-2,067
-2% -$898K 7.53% 3
2025
Q1 		$42.6M Buy
113,606
+1,142
+1% +$466K 6.46% 3
2024
Q4 		$47.4M Buy
112,464
+1,963
+2% +$836K 6.91% 3
2024
Q3 		$47.5M Buy
110,501
+29,295
+36% +$12.5M 7.41% 3
2024
Q2 		$36.3M Buy
81,206
+100
+0.1% +$42.2K 6.05% 3
2024
Q1 		$34.1M Buy
81,106
+405
+0.5% +$164K 5.98% 3
2023
Q4 		$30.3M Sell
80,701
-822
-1% -$293K 5.87% 3
2023
Q3 		$25.7M Sell
81,523
-406
-0.5% -$134K 5.43% 3
2023
Q2 		$27.9M Buy
81,929
+232
+0.3% +$72.7K 5.64% 3
2023
Q1 		$23.6M Buy
81,697
+144
+0.2% +$36.7K 5.2% 3
2022
Q4 		$19.6M Sell
81,553
-2,149
-3% -$516K 4.68% 4
2022
Q3 		$19.5M Buy
83,702
+206
+0.2% +$54.4K 4.95% 3
2022
Q2 		$21.4M Sell
83,496
-1,238
-1% -$336K 5.13% 3
2022
Q1 		$26.1M Buy
84,734
+1,531
+2% +$461K 5.13% 3
2021
Q4 		$28M Sell
83,203
-117
-0.1% -$37.9K 5.19% 3
2021
Q3 		$23.5M Sell
83,320
-484
-0.6% -$141K 4.81% 3
2021
Q2 		$22.7M Buy
83,804
+2,036
+2% +$518K 4.64% 3
2021
Q1 		$19.3M Sell
81,768
-5,387
-6% -$1.25M 4.33% 4
2020
Q4 		$19.4M Sell
87,155
-392
-0.4% -$84.3K 4.54% 4
2020
Q3 		$18.4M Buy
87,547
+349
+0.4% +$73.3K 4.78% 3
2020
Q2 		$17.7M Buy
87,198
+988
+1% +$179K 5.21% 3
2020
Q1 		$13.6M Sell
86,210
-1,160
-1% -$191K 5.87% 4
2019
Q4 		$13.8M Buy
87,370
+842
+1% +$124K 3.65% 7
2019
Q3 		$12M Buy
86,528
+1,779
+2% +$245K 3.45% 7
2019
Q2 		$11.4M Buy
84,749
+3,173
+4% +$403K 3.39% 7
2019
Q1 		$9.62M Buy
81,576
+4,263
+6% +$465K 3.01% 7
2018
Q4 		$7.85M Buy
77,313
+39,389
+104% +$4.22M 2.84% 7
2018
Q3 		$4.34M Buy
37,924
+1,623
+4% +$176K 1.36% 20
2018
Q2 		$3.58M Buy
36,301
+3,485
+11% +$338K 1.23% 21
2018
Q1 		$3M Buy
32,816
+1,623
+5% +$148K 1.06% 25
2017
Q4 		$2.67M Buy
31,193
+302
+1% +$24.8K 0.94% 27
2017
Q3 		$2.3M Buy
30,891
+881
+3% +$64.4K 0.86% 29
2017
Q2 		$2.07M Buy
30,010
+791
+3% +$54.3K 0.82% 28
2017
Q1 		$1.92M Sell
29,219
-25
-0.1% -$1.6K 0.8% 28
2016
Q4 		$1.82M Buy
29,244
+12,085
+70% +$727K 0.82% 29
2016
Q3 		$989K Buy
17,159
+1,021
+6% +$57.6K 0.49% 40
2016
Q2 		$826K Buy
16,138
+189
+1% +$9.82K 0.44% 44
2016
Q1 		$881K Buy
15,949
+253
+2% +$13.3K 0.47% 44
2015
Q4 		$871K Buy
15,696
+5,309
+51% +$279K 0.48% 47
2015
Q3 		$460K Buy
10,387
+12
+0.1% +$539 0.28% 61
2015
Q2 		$458K Sell
10,375
-398
-4% -$18.2K 0.25% 65
2015
Q1 		$438K Sell
10,773
-897
-8% -$39.1K 0.25% 57
2014
Q4 		$542K Sell
11,670
-1,008
-8% -$47.3K 0.29% 57
2014
Q3 		$587K Buy
12,678
+1,453
+13% +$64.8K 0.37% 55
2014
Q2 		$474K Sell
11,225
-577
-5% -$23.4K 0.29% 61
2014
Q1 		$484K Sell
11,802
-4,430
-27% -$166K 0.33% 53
2013
Q4 		$607K Sell
16,232
-78
-0.5% -$2.83K 0.35% 65
2013
Q3 		$543K Sell
16,310
-397
-2% -$13.1K 0.35% 63
2013
Q2 		$577K Buy
+16,707
New +$547K 0.4% 60

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

King Wealth Management Group's MSFT Position: Q1 2026 in Review

King Wealth Management Group increased its Microsoft (MSFT) stake by 2.2% in Q1 2026, buying an estimated $1.03M and bringing the position to 115,377 shares worth $42.7M. The position accounts for 5.34% of the portfolio, ranked #4.

King Wealth Management Group first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $57.7M in Q3 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • King Wealth Management Group held 115,377 shares of Microsoft worth $42.7M as of Q1 2026.
  • King Wealth Management Group bought 2,465 Microsoft shares in Q1 2026, an estimated $1.03M.
  • Microsoft made up 5.34% of King Wealth Management Group's portfolio in Q1 2026, its #4 holding.
  • King Wealth Management Group first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • King Wealth Management Group's Microsoft position peaked at $57.7M in Q3 2025.
  • 6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.