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KMT Wealth Management’s Microsoft MSFT Stock Holding History

KMT Wealth Management’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 		$549K Sell
1,484
-140
-9% -$58.6K 0.3% 9
2025
Q4 		$785K Hold
1,624
– – 0.42% 8
2025
Q3 		$841K Sell
1,624
-120
-7% -$61.2K 0.45% 8
2025
Q2 		$867K Hold
1,744
– – 0.51% 8
2025
Q1 		$655K Buy
1,744
+848
+95% +$346K 0.45% 9
2024
Q4 		$378K Buy
+896
New +$382K 0.3% 9

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

KMT Wealth Management's MSFT Position: Q1 2026 in Review

KMT Wealth Management reduced its Microsoft (MSFT) stake by 8.6% in Q1 2026, selling an estimated $58.6K and leaving 1,484 shares worth $549K. The position accounts for 0.3% of the portfolio, ranked #9.

KMT Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $867K in Q2 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • KMT Wealth Management held 1,484 shares of Microsoft worth $549K as of Q1 2026.
  • KMT Wealth Management sold 140 Microsoft shares in Q1 2026, an estimated $58.6K.
  • Microsoft made up 0.3% of KMT Wealth Management's portfolio in Q1 2026, its #9 holding.
  • KMT Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • KMT Wealth Management's Microsoft position peaked at $867K in Q2 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on KMT Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.