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Klingman & Associates’s Microsoft MSFT Stock Holding History

Klingman & Associates’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 		$13.8M Buy
37,161
+1,404
+4% +$587K 0.66% 30
2025
Q4 		$17.3M Buy
35,757
+215
+0.6% +$108K 0.83% 29
2025
Q3 		$18.4M Buy
35,542
+1,492
+4% +$761K 0.93% 29
2025
Q2 		$16.9M Buy
34,050
+3,793
+13% +$1.65M 0.93% 30
2025
Q1 		$11.4M Buy
30,257
+1,382
+5% +$563K 0.7% 32
2024
Q4 		$12.2M Sell
28,875
-1,236
-4% -$526K 0.75% 31
2024
Q3 		$13M Buy
30,111
+2,340
+8% +$1M 0.8% 30
2024
Q2 		$12.4M Buy
27,771
+861
+3% +$364K 0.84% 30
2024
Q1 		$11.3M Buy
26,910
+261
+1% +$106K 0.79% 31
2023
Q4 		$10M Sell
26,649
-1,703
-6% -$606K 0.74% 32
2023
Q3 		$8.95M Sell
28,352
-153
-0.5% -$50.6K 0.72% 30
2023
Q2 		$9.71M Buy
28,505
+1,831
+7% +$574K 0.78% 30
2023
Q1 		$7.69M Sell
26,674
-372
-1% -$94.9K 0.66% 33
2022
Q4 		$6.49M Buy
27,046
+2,198
+9% +$527K 0.57% 33
2022
Q3 		$5.79M Buy
24,848
+123
+0.5% +$32.5K 0.57% 32
2022
Q2 		$6.35M Sell
24,725
-343
-1% -$93.1K 0.62% 32
2022
Q1 		$7.73M Buy
25,068
+2,042
+9% +$614K 0.66% 28
2021
Q4 		$7.74M Buy
23,026
+754
+3% +$244K 0.67% 27
2021
Q3 		$6.28M Sell
22,272
-614
-3% -$179K 0.59% 30
2021
Q2 		$6.2M Buy
22,886
+196
+0.9% +$49.8K 0.59% 28
2021
Q1 		$5.35M Buy
22,690
+822
+4% +$191K 0.55% 28
2020
Q4 		$4.86M Buy
21,868
+668
+3% +$144K 0.56% 29
2020
Q3 		$4.46M Buy
21,200
+2,694
+15% +$566K 0.6% 27
2020
Q2 		$3.77M Buy
18,506
+1,737
+10% +$315K 0.58% 31
2020
Q1 		$2.65M Sell
16,769
-57
-0.3% -$9.37K 0.54% 34
2019
Q4 		$2.65M Buy
16,826
+486
+3% +$71.4K 0.43% 33
2019
Q3 		$2.27M Buy
16,340
+274
+2% +$37.7K 0.41% 33
2019
Q2 		$2.15M Buy
16,066
+72
+0.5% +$9.14K 0.4% 35
2019
Q1 		$1.89M Buy
15,994
+1,007
+7% +$110K 0.37% 37
2018
Q4 		$1.52M Sell
14,987
-430
-3% -$46.1K 0.34% 37
2018
Q3 		$1.76M Buy
15,417
+650
+4% +$70.5K 0.36% 33
2018
Q2 		$1.46M Sell
14,767
-1,653
-10% -$160K 0.31% 33
2018
Q1 		$1.5M Buy
16,420
+792
+5% +$72.4K 0.34% 29
2017
Q4 		$1.34M Buy
15,628
+7,176
+85% +$589K 0.29% 36
2017
Q3 		$630K Sell
8,452
-1,013
-11% -$74K 0.16% 50
2017
Q2 		$652K Buy
9,465
+1,273
+16% +$87.4K 0.17% 47
2017
Q1 		$540K Sell
8,192
-7
-0.1% -$449 0.15% 55
2016
Q4 		$509K Sell
8,199
-583
-7% -$35.1K 0.15% 53
2016
Q3 		$506K Hold
8,782
– – 0.15% 55
2016
Q2 		$449K Hold
8,782
– – 0.15% 56
2016
Q1 		$485K Hold
8,782
– – 0.17% 56
2015
Q4 		$487K Buy
8,782
+665
+8% +$35K 0.18% 63
2015
Q3 		$359K Sell
8,117
-636
-7% -$28.6K 0.14% 76
2015
Q2 		$386K Buy
8,753
+476
+6% +$21.7K 0.15% 63
2015
Q1 		$337K Buy
8,277
+1,017
+14% +$44.3K 0.14% 66
2014
Q4 		$337K Buy
+7,260
New +$341K 0.14% 66

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

Klingman & Associates's MSFT Position: Q1 2026 in Review

Klingman & Associates increased its Microsoft (MSFT) stake by 3.9% in Q1 2026, buying an estimated $587K and bringing the position to 37,161 shares worth $13.8M. The position accounts for 0.66% of the portfolio, ranked #30.

Klingman & Associates first reported a position in MSFT in Q4 2014 and has held it in 46 quarters since. The position peaked at $18.4M in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Klingman & Associates held 37,161 shares of Microsoft worth $13.8M as of Q1 2026.
  • Klingman & Associates bought 1,404 Microsoft shares in Q1 2026, an estimated $587K.
  • Microsoft made up 0.66% of Klingman & Associates's portfolio in Q1 2026, its #30 holding.
  • Klingman & Associates first reported a position in Microsoft in Q4 2014 and has held it in 46 quarters since.
  • Klingman & Associates's Microsoft position peaked at $18.4M in Q3 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.