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KMG Fiduciary Partners’s Microsoft MSFT Stock Holding History

KMG Fiduciary Partners’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
Q3 		$58.4M Sell
113,880
-3,222
-3% -$1.49M 5.71% 3
2026
Q2 		$43.7M Sell
117,102
-14,641
-11% -$5.92M 4.06% 4
2026
Q1 		$48.8M Buy
131,743
+4,186
+3% +$1.75M 3.61% 4
2025
Q4 		$61.7M Sell
127,557
-2,603
-2% -$1.3M 4.39% 3
2025
Q3 		$67.4M Buy
130,160
+1,670
+1% +$852K 4.52% 4
2025
Q2 		$63.9M Buy
128,490
+1,966
+2% +$854K 4.74% 1
2025
Q1 		$47.5M Buy
126,524
+3,772
+3% +$1.54M 3.95% 3
2024
Q4 		$51.7M Buy
122,752
+1,656
+1% +$705K 4.28% 3
2024
Q3 		$52.1M Buy
121,096
+4,108
+4% +$1.76M 4.5% 3
2024
Q2 		$52.3M Buy
116,988
+1,159
+1% +$489K 5.14% 3
2024
Q1 		$48.7M Buy
115,829
+2,119
+2% +$858K 5.05% 2
2023
Q4 		$42.8M Buy
113,710
+1,199
+1% +$427K 4.98% 3
2023
Q3 		$35.5M Buy
112,511
+3,870
+4% +$1.28M 4.69% 3
2023
Q2 		$37M Sell
108,641
-24
-0% -$7.52K 4.79% 3
2023
Q1 		$31.3M Buy
108,665
+1,205
+1% +$307K 4.49% 3
2022
Q4 		$25.8M Buy
107,460
+2,318
+2% +$556K 4.23% 3
2022
Q3 		$24.5M Sell
105,142
-4,060
-4% -$1.07M 4.71% 3
2022
Q2 		$28M Buy
109,202
+1,157
+1% +$314K 5.23% 3
2022
Q1 		$33.3M Buy
108,045
+1,801
+2% +$542K 5.33% 3
2021
Q4 		$35.7M Sell
106,244
-430
-0.4% -$139K 5.53% 3
2021
Q3 		$30.1M Buy
106,674
+4,383
+4% +$1.28M 5.12% 3
2021
Q2 		$27.7M Buy
102,291
+877
+0.9% +$223K 4.89% 3
2021
Q1 		$23.9M Buy
101,414
+2,968
+3% +$689K 4.66% 3
2020
Q4 		$21.5M Buy
98,446
+4,530
+5% +$974K 4.52% 3
2020
Q3 		$19.8M Sell
93,916
-4,067
-4% -$854K 4.91% 3
2020
Q2 		$19.9M Buy
97,983
+2,682
+3% +$487K 5.54% 3
2020
Q1 		$15M Buy
95,301
+11,455
+14% +$1.88M 4.88% 3
2019
Q4 		$13.2M Sell
83,846
-705
-0.8% -$104K 4.03% 3
2019
Q3 		$11.8M Buy
84,551
+2,115
+3% +$291K 3.99% 3
2019
Q2 		$11M Buy
82,436
+2,574
+3% +$327K 3.99% 3
2019
Q1 		$9.42M Buy
79,862
+6,201
+8% +$677K 3.58% 3
2018
Q4 		$7.48M Buy
+73,661
New +$7.89M 3.4% 5

Other funds holding MSFT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

KMG Fiduciary Partners's MSFT Position: Q3 2026 in Review

KMG Fiduciary Partners reduced its Microsoft (MSFT) stake by 2.8% in Q3 2026, selling an estimated $1.49M and leaving 113,880 shares worth $58.4M. The position accounts for 5.71% of the portfolio, ranked #3.

KMG Fiduciary Partners first reported a position in MSFT in Q4 2018 and has held it in 32 quarters since. The position peaked at $67.4M in Q3 2025. 808 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • KMG Fiduciary Partners held 113,880 shares of Microsoft worth $58.4M as of Q3 2026.
  • KMG Fiduciary Partners sold 3,222 Microsoft shares in Q3 2026, an estimated $1.49M.
  • Microsoft made up 5.71% of KMG Fiduciary Partners's portfolio in Q3 2026, its #3 holding.
  • KMG Fiduciary Partners first reported a position in Microsoft in Q4 2018 and has held it in 32 quarters since.
  • KMG Fiduciary Partners's Microsoft position peaked at $67.4M in Q3 2025.
  • 808 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on KMG Fiduciary Partners's 13F filing for Q3 2026, filed 14 Oct 2026.