Kingdom Financial Group’s Microsoft MSFT Stock Holding History

Kingdom Financial 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 Q3	$731K	Sell	1,425 -17	-1%	-$7.86K	0.18%	56
2026 Q2	$538K	Buy	1,442 +7	+0.5%	+$2.83K	0.14%	80
2026 Q1	$531K	Buy	1,435 +122	+9%	+$51K	0.15%	75
2025 Q4	$635K	Sell	1,313 -4,568	-78%	-$2.29M	0.2%	54
2025 Q3	$3.05M	Buy	5,881 +3,858	+191%	+$1.97M	1.86%	13
2025 Q2	$1.01M	Buy	2,023 +764	+61%	+$332K	0.88%	15
2025 Q1	$473K	Buy	1,259 +22	+2%	+$8.97K	0.35%	27
2024 Q4	$522K	Sell	1,237 -4	-0.3%	-$1.7K	0.36%	28
2024 Q3	$534K	Sell	1,241 -287	-19%	-$123K	0.4%	27
2024 Q2	$683K	Sell	1,528 -313	-17%	-$132K	0.46%	24
2024 Q1	$775K	Sell	1,841 -1,922	-51%	-$778K	0.55%	23
2023 Q4	$1.41M	Sell	3,763 -200	-5%	-$71.2K	1.23%	19
2023 Q3	$1.25M	Buy	3,963 +192	+5%	+$63.4K	1.18%	20
2023 Q2	$1.28M	Buy	+3,771	New	+$1.18M	1.26%	19

Other funds holding MSFT

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Kingdom Financial Group's MSFT Position: Q3 2026 in Review

Kingdom Financial Group reduced its Microsoft (MSFT) stake by 1.2% in Q3 2026, selling an estimated $7.86K and leaving 1,425 shares worth $731K. The position accounts for 0.18% of the portfolio, ranked #56.

Kingdom Financial Group first reported a position in MSFT in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.05M in Q3 2025. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Kingdom Financial Group held 1,425 shares of Microsoft worth $731K as of Q3 2026.
Kingdom Financial Group sold 17 Microsoft shares in Q3 2026, an estimated $7.86K.
Microsoft made up 0.18% of Kingdom Financial Group's portfolio in Q3 2026, its #56 holding.
Kingdom Financial Group first reported a position in Microsoft in Q2 2023 and has held it in 14 quarters since.
Kingdom Financial Group's Microsoft position peaked at $3.05M in Q3 2025.
4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Kingdom Financial Group's 13F filing for Q3 2026, filed 4 Nov 2026.