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

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.