Kingsman Wealth Management’s Microsoft MSFT Stock Holding History

Kingsman 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
2026 Q2	$1.55M	Buy	4,147 +83	+2%	+$33.6K	0.72%	31
2026 Q1	$1.5M	Sell	4,064 -9,917	-71%	-$4.15M	0.84%	25
2025 Q4	$6.76M	Sell	13,981 -1,722	-11%	-$863K	3.66%	9
2025 Q3	$8.13M	Buy	15,703 +2,647	+20%	+$1.35M	4.53%	6
2025 Q2	$6.49M	Buy	13,056 +234	+2%	+$102K	4.05%	8
2025 Q1	$4.81M	Buy	+12,822	New	+$5.23M	3.52%	9

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Kingsman Wealth Management's MSFT Position: Q2 2026 in Review

Kingsman Wealth Management increased its Microsoft (MSFT) stake by 2% in Q2 2026, buying an estimated $33.6K and bringing the position to 4,147 shares worth $1.55M. The position accounts for 0.72% of the portfolio, ranked #31.

Kingsman Wealth Management first reported a position in MSFT in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.13M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Kingsman Wealth Management held 4,147 shares of Microsoft worth $1.55M as of Q2 2026.
Kingsman Wealth Management bought 83 Microsoft shares in Q2 2026, an estimated $33.6K.
Microsoft made up 0.72% of Kingsman Wealth Management's portfolio in Q2 2026, its #31 holding.
Kingsman Wealth Management first reported a position in Microsoft in Q1 2025 and has held it in 6 quarters since.
Kingsman Wealth Management's Microsoft position peaked at $8.13M in Q3 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Kingsman Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.