Kingsview Wealth Management’s Microsoft MSFT Stock Holding History

Kingsview 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 Q1	$37K	Buy	+100	New	+$41.8K	﹤0.01%	1315
2021 Q3	–	Sell	-200	Closed	-$14K	–	971
2021 Q2	$14K	Hold	200	–	–	﹤0.01%	860
2021 Q1	$9K	Hold	200	–	–	﹤0.01%	817
2020 Q4	$7K	Buy	+200	New	+$43K	﹤0.01%	698
2020 Q3	–	Sell	-200	Closed	-$3K	–	685
2020 Q2	$3K	Hold	200	–	–	﹤0.01%	580
2020 Q1	$3K	Sell	200 -100	-33%	-$16.4K	﹤0.01%	477
2019 Q4	$5K	Buy	300 +100	+50%	+$14.7K	﹤0.01%	470
2019 Q3	$1K	Buy	+200	New	+$27.5K	﹤0.01%	434
2019 Q1	–	Sell	-700	Closed	-$3K	–	511
2018 Q4	$3K	Buy	700 +600	+600%	+$64.3K	﹤0.01%	356
2018 Q3	$1K	Sell	100 -1,300	-93%	-$141K	﹤0.01%	400
2018 Q2	$4K	Buy	1,400 +900	+180%	+$87.2K	﹤0.01%	336
2018 Q1	$1K	Sell	500 -500	-50%	-$45.7K	﹤0.01%	354
2017 Q4	$11K	Buy	+1,000	New	+$82K	﹤0.01%	320
2017 Q3	–	Sell	-1,400	Closed	-$1K	–	397
2017 Q2	$1K	Sell	1,400 -1,800	-56%	-$124K	﹤0.01%	341
2017 Q1	$2K	Buy	+3,200	New	+$205K	﹤0.01%	277

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

Kingsview Wealth Management's MSFT Position: Q1 2026 in Review

Kingsview Wealth Management increased its Microsoft (MSFT) stake by 8.9% in Q1 2026, buying an estimated $8.59M and bringing the position to 251,257 shares worth $93M. The position accounts for 1.27% of the portfolio, ranked #14.

Kingsview Wealth Management first reported a position in MSFT in Q1 2017 and has held it in 37 quarters since. The position peaked at $151M in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Kingsview Wealth Management held 251,257 shares of Microsoft worth $93M as of Q1 2026.
Kingsview Wealth Management bought 20,524 Microsoft shares in Q1 2026, an estimated $8.59M.
Microsoft made up 1.27% of Kingsview Wealth Management's portfolio in Q1 2026, its #14 holding.
Kingsview Wealth Management first reported a position in Microsoft in Q1 2017 and has held it in 37 quarters since.
Kingsview Wealth Management's Microsoft position peaked at $151M in Q3 2025.
6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.