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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kingdom Financial Group's MSFT Position: Q1 2026 in Review

Kingdom Financial Group increased its Microsoft (MSFT) stake by 9.3% in Q1 2026, buying an estimated $51K and bringing the position to 1,435 shares worth $531K. The position accounts for 0.15% of the portfolio, ranked #75.

Kingdom Financial Group first reported a position in MSFT in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.05M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Kingdom Financial Group held 1,435 shares of Microsoft worth $531K as of Q1 2026.
Kingdom Financial Group bought 122 Microsoft shares in Q1 2026, an estimated $51K.
Microsoft made up 0.15% of Kingdom Financial Group's portfolio in Q1 2026, its #75 holding.
Kingdom Financial Group first reported a position in Microsoft in Q2 2023 and has held it in 12 quarters since.
Kingdom Financial Group's Microsoft position peaked at $3.05M in Q3 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.