Kohmann Bosshard Financial Services’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 | $2.87M | Sell |
7,698
-59
| -0.8% | -$23.9K | 0.24% | 40 |
|
|
2026
Q1 | $2.87M | Sell |
7,757
-25
| -0.3% | -$10.5K | 0.28% | 37 |
|
|
2025
Q4 | $3.76M | Hold |
7,782
| – | – | 0.34% | 36 |
|
|
2025
Q3 | $4.03M | Buy |
7,782
+59
| +0.8% | +$30.1K | 0.41% | 35 |
|
|
2025
Q2 | $3.84M | Sell |
7,723
-37
| -0.5% | -$16.1K | 0.43% | 31 |
|
|
2025
Q1 | $2.91M | Sell |
7,760
-216
| -3% | -$88.1K | 0.34% | 33 |
|
|
2024
Q4 | $3.36M | Sell |
7,976
-666
| -8% | -$284K | 0.4% | 33 |
|
|
2024
Q3 | $3.72M | Buy |
8,642
+78
| +0.9% | +$33.3K | 0.46% | 33 |
|
|
2024
Q2 | $3.83M | Buy |
8,564
+5
| +0.1% | +$2.11K | 0.52% | 32 |
|
|
2024
Q1 | $3.6M | Buy |
8,559
+364
| +4% | +$147K | 0.5% | 37 |
|
|
2023
Q4 | $3.08M | Buy |
8,195
+152
| +2% | +$54.1K | 0.47% | 39 |
|
|
2023
Q3 | $2.54M | Buy |
8,043
+45
| +0.6% | +$14.9K | 0.44% | 38 |
|
|
2023
Q2 | $2.72M | Buy |
7,998
+941
| +13% | +$295K | 0.47% | 37 |
|
|
2023
Q1 | $2.03M | Sell |
7,057
-67
| -0.9% | -$17.1K | 0.38% | 44 |
|
|
2022
Q4 | $1.71M | Buy |
7,124
+273
| +4% | +$65.5K | 0.34% | 50 |
|
|
2022
Q3 | $1.6M | Buy |
6,851
+465
| +7% | +$123K | 0.35% | 46 |
|
|
2022
Q2 | $1.64M | Hold |
6,386
| – | – | 0.36% | 45 |
|
|
2022
Q1 | $1.97M | Buy |
6,386
+1,904
| +42% | +$573K | 0.39% | 39 |
|
|
2021
Q4 | $1.51M | Buy |
4,482
+49
| +1% | +$15.9K | 0.3% | 46 |
|
|
2021
Q3 | $1.25M | Buy |
4,433
+334
| +8% | +$97.2K | 0.27% | 46 |
|
|
2021
Q2 | $1.11M | Buy |
4,099
+41
| +1% | +$10.4K | 0.25% | 47 |
|
|
2021
Q1 | $957K | Sell |
4,058
-20
| -0.5% | -$4.64K | 0.26% | 51 |
|
|
2020
Q4 | $907K | Buy |
4,078
+667
| +20% | +$143K | 0.28% | 51 |
|
|
2020
Q3 | $717K | Buy |
3,411
+203
| +6% | +$42.6K | 0.26% | 51 |
|
|
2020
Q2 | $653K | Buy |
3,208
+96
| +3% | +$17.4K | 0.24% | 52 |
|
|
2020
Q1 | $491K | Buy |
3,112
+1,312
| +73% | +$216K | 0.22% | 56 |
|
|
2019
Q4 | $284K | Hold |
1,800
| – | – | 0.1% | 66 |
|
|
2019
Q3 | $250K | Sell |
1,800
-700
| -28% | -$96.3K | 0.1% | 68 |
|
|
2019
Q2 | $335K | Buy |
2,500
+1,300
| +108% | +$165K | 0.14% | 58 |
|
|
2019
Q1 | $142K | Hold |
1,200
| – | – | 0.07% | 88 |
|
|
2018
Q4 | $122K | Hold |
1,200
| – | – | 0.07% | 88 |
|
|
2018
Q3 | $137K | Hold |
1,200
| – | – | 0.07% | 81 |
|
|
2018
Q2 | $118K | Hold |
1,200
| – | – | 0.07% | 87 |
|
|
2018
Q1 | $110K | Hold |
1,200
| – | – | 0.07% | 85 |
|
|
2017
Q4 | $103K | Buy |
+1,200
| New | +$98.4K | 0.07% | 84 |
|
Other funds holding MSFT
ATO
UBP
RG
Kohmann Bosshard Financial Services's MSFT Position: Q2 2026 in Review
Kohmann Bosshard Financial Services reduced its Microsoft (MSFT) stake by 0.76% in Q2 2026, selling an estimated $23.9K and leaving 7,698 shares worth $2.87M. The position accounts for 0.24% of the portfolio, ranked #40.
Kohmann Bosshard Financial Services first reported a position in MSFT in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.03M in Q3 2025. 2,253 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Kohmann Bosshard Financial Services held 7,698 shares of Microsoft worth $2.87M as of Q2 2026.
- Kohmann Bosshard Financial Services sold 59 Microsoft shares in Q2 2026, an estimated $23.9K.
- Microsoft made up 0.24% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #40 holding.
- Kohmann Bosshard Financial Services first reported a position in Microsoft in Q4 2017 and has held it in 35 quarters since.
- Kohmann Bosshard Financial Services's Microsoft position peaked at $4.03M in Q3 2025.
- 2,253 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.