Kinloch Capital’s Microsoft MSFT Stock Holding History

Kinloch Capital’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	$433K	Buy	1,160 +384	+49%	+$155K	0.16%	59
2026 Q1	$287K	Sell	776 -40	-5%	-$16.7K	0.12%	66
2025 Q4	$395K	Buy	816 +40	+5%	+$20K	0.17%	58
2025 Q3	$402K	Sell	776 -26	-3%	-$13.3K	0.18%	56
2025 Q2	$399K	Hold	802	–	–	0.19%	57
2025 Q1	$301K	Buy	802 +25	+3%	+$10.2K	0.14%	65
2024 Q4	$328K	Hold	777	–	–	0.16%	64
2024 Q3	$334K	Buy	777 +15	+2%	+$6.41K	0.16%	69
2024 Q2	$341K	Buy	+762	New	+$322K	0.18%	65
2021 Q1	–	Sell	-167	Closed	-$37K	–	147
2020 Q4	$37K	Buy	+167	New	+$35.9K	0.03%	121

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kinloch Capital's MSFT Position: Q2 2026 in Review

Kinloch Capital increased its Microsoft (MSFT) stake by 49% in Q2 2026, buying an estimated $155K and bringing the position to 1,160 shares worth $433K. The position accounts for 0.16% of the portfolio, ranked #59.

Kinloch Capital first reported a position in MSFT in Q4 2020 and has held it in 10 quarters since. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Kinloch Capital held 1,160 shares of Microsoft worth $433K as of Q2 2026.
Kinloch Capital bought 384 Microsoft shares in Q2 2026, an estimated $155K.
Microsoft made up 0.16% of Kinloch Capital's portfolio in Q2 2026, its #59 holding.
Kinloch Capital first reported a position in Microsoft in Q4 2020 and has held it in 10 quarters since.
6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Kinloch Capital's 13F filing for Q2 2026, filed 14 Aug 2026.