KA
MSFT icon

Kooman & Associates’s Microsoft MSFT Stock Holding History

Kooman & Associates’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
Q2 		$1.28M Sell
3,424
-73
-2% -$29.5K 0.34% 22
2026
Q1 		$1.29M Sell
3,497
-8
-0.2% -$3.35K 0.39% 18
2025
Q4 		$1.69M Sell
3,505
-92
-3% -$46.1K 0.5% 13
2025
Q3 		$1.86M Buy
3,597
+3
+0.1% +$1.53K 0.57% 13
2025
Q2 		$1.79M Buy
3,594
+26
+0.7% +$11.3K 0.6% 12
2025
Q1 		$1.34M Buy
3,568
+220
+7% +$89.7K 0.49% 17
2024
Q4 		$1.41M Buy
3,348
+116
+4% +$49.4K 0.51% 16
2024
Q3 		$1.39M Sell
3,232
-220
-6% -$94K 0.51% 16
2024
Q2 		$1.54M Sell
3,452
-27
-0.8% -$11.4K 0.62% 15
2024
Q1 		$1.46M Buy
3,479
+24
+0.7% +$9.72K 0.61% 14
2023
Q4 		$1.3M Sell
3,455
-18
-0.5% -$6.41K 0.58% 16
2023
Q3 		$1.1M Sell
3,473
-18
-0.5% -$5.95K 0.55% 16
2023
Q2 		$1.19M Buy
3,491
+77
+2% +$24.1K 0.59% 16
2023
Q1 		$984K Buy
3,414
+51
+2% +$13K 0.53% 17
2022
Q4 		$807K Buy
+3,363
New +$807K 0.79% 17

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kooman & Associates's MSFT Position: Q2 2026 in Review

Kooman & Associates reduced its Microsoft (MSFT) stake by 2.1% in Q2 2026, selling an estimated $29.5K and leaving 3,424 shares worth $1.28M. The position accounts for 0.34% of the portfolio, ranked #22.

Kooman & Associates first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.86M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Kooman & Associates held 3,424 shares of Microsoft worth $1.28M as of Q2 2026.
  • Kooman & Associates sold 73 Microsoft shares in Q2 2026, an estimated $29.5K.
  • Microsoft made up 0.34% of Kooman & Associates's portfolio in Q2 2026, its #22 holding.
  • Kooman & Associates first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Kooman & Associates's Microsoft position peaked at $1.86M in Q3 2025.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Kooman & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.