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KKM Financial’s Microsoft MSFT Stock Holding History

KKM Financial’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 		$8.72M Hold
18,023
– – 1.55% 14
2025
Q4 		$8.72M Buy
18,023
+1,439
+9% +$721K 1.55% 14
2025
Q3 		$8.59M Buy
16,584
+1,807
+12% +$922K 2.7% 4
2025
Q2 		$7.38M Buy
14,777
+1,633
+12% +$709K 2.57% 5
2025
Q1 		$4.99M Buy
13,144
+166
+1% +$67.7K 2.11% 5
2024
Q4 		$5.46M Buy
12,978
+1,114
+9% +$475K 2.28% 6
2024
Q3 		$5.1M Sell
11,864
-522
-4% -$223K 2.53% 4
2024
Q2 		$5.39M Buy
12,386
+60
+0.5% +$25.3K 2.55% 5
2024
Q1 		$5.19M Sell
12,326
-556
-4% -$225K 2.53% 4
2023
Q4 		$4.84M Buy
+12,882
New +$4.59M 3.05% 3

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

KKM Financial's MSFT Position: Q1 2026 in Review

KKM Financial held its Microsoft (MSFT) position steady in Q1 2026 at 18,023 shares worth $8.72M. The position accounts for 1.55% of the portfolio, ranked #14.

KKM Financial first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • KKM Financial held 18,023 shares of Microsoft worth $8.72M as of Q1 2026.
  • KKM Financial left its Microsoft share count unchanged in Q1 2026.
  • Microsoft made up 1.55% of KKM Financial's portfolio in Q1 2026, its #14 holding.
  • KKM Financial first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.