KMG Fiduciary Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
KMG Fiduciary Partners's MSFT Position: Q2 2026 in Review
KMG Fiduciary Partners reduced its Microsoft (MSFT) stake by 11% in Q2 2026, selling an estimated $5.92M and leaving 117,102 shares worth $43.7M. The position accounts for 4.06% of the portfolio, ranked #4.
KMG Fiduciary Partners first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $67.4M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- KMG Fiduciary Partners held 117,102 shares of Microsoft worth $43.7M as of Q2 2026.
- KMG Fiduciary Partners sold 14,641 Microsoft shares in Q2 2026, an estimated $5.92M.
- Microsoft made up 4.06% of KMG Fiduciary Partners's portfolio in Q2 2026, its #4 holding.
- KMG Fiduciary Partners first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
- KMG Fiduciary Partners's Microsoft position peaked at $67.4M in Q3 2025.
- 6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.