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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kinloch Capital's MSFT Position: Q1 2026 in Review

Kinloch Capital reduced its Microsoft (MSFT) stake by 4.9% in Q1 2026, selling an estimated $16.7K and leaving 776 shares worth $287K. The position accounts for 0.12% of the portfolio, ranked #66.

Kinloch Capital first reported a position in MSFT in Q4 2020 and has held it in 9 quarters since. The position peaked at $402K in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Kinloch Capital held 776 shares of Microsoft worth $287K as of Q1 2026.
  • Kinloch Capital sold 40 Microsoft shares in Q1 2026, an estimated $16.7K.
  • Microsoft made up 0.12% of Kinloch Capital's portfolio in Q1 2026, its #66 holding.
  • Kinloch Capital first reported a position in Microsoft in Q4 2020 and has held it in 9 quarters since.
  • Kinloch Capital's Microsoft position peaked at $402K in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Kinloch Capital's 13F filing for Q1 2026, filed 15 May 2026.