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Koss-Olinger Consulting’s Microsoft MSFT Stock Holding History

Koss-Olinger Consulting’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 		$3.22M Sell
8,698
-638
-7% -$267K 0.27% 36
2025
Q4 		$4.51M Sell
9,336
-5,173
-36% -$2.59M 0.35% 32
2025
Q3 		$7.22M Sell
14,509
-519
-3% -$265K 0.6% 26
2025
Q2 		$7.48M Sell
15,028
-372
-2% -$162K 0.61% 26
2025
Q1 		$5.78M Buy
15,400
+4,144
+37% +$1.69M 0.49% 30
2024
Q4 		$4.74M Buy
11,256
+6,252
+125% +$2.66M 0.42% 37
2024
Q3 		$2.15M Buy
5,004
+1,078
+27% +$461K 0.19% 74
2024
Q2 		$1.75M Sell
3,926
-19,196
-83% -$8.11M 0.16% 77
2024
Q1 		$9.73M Buy
23,122
+19,223
+493% +$7.78M 5.26% 1
2023
Q4 		$1.47M Sell
3,899
-432
-10% -$154K 0.14% 82
2023
Q3 		$1.37M Sell
4,331
-64
-1% -$21.1K 0.2% 61
2023
Q2 		$1.5M Sell
4,395
-353
-7% -$111K 0.17% 65
2023
Q1 		$1.37M Buy
4,748
+336
+8% +$85.7K 0.17% 69
2022
Q4 		$1.06M Buy
4,412
+213
+5% +$51.1K 0.15% 80
2022
Q3 		$978K Buy
4,199
+402
+11% +$106K 0.17% 53
2022
Q2 		$975K Sell
3,797
-145
-4% -$39.4K 0.18% 51
2022
Q1 		$1.22M Sell
3,942
-319
-7% -$96K 0.2% 48
2021
Q4 		$1.43M Sell
4,261
-1,041
-20% -$338K 0.22% 36
2021
Q3 		$1.5M Sell
5,302
-111
-2% -$32.3K 0.24% 35
2021
Q2 		$1.47M Sell
5,413
-957
-15% -$243K 0.22% 50
2021
Q1 		$1.5M Buy
+6,370
New +$1.48M 0.26% 41

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

Koss-Olinger Consulting's MSFT Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its Microsoft (MSFT) stake by 6.8% in Q1 2026, selling an estimated $267K and leaving 8,698 shares worth $3.22M. The position accounts for 0.27% of the portfolio, ranked #36.

Koss-Olinger Consulting first reported a position in MSFT in Q1 2021 and has held it in 21 quarters since. The position peaked at $9.73M in Q1 2024. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Koss-Olinger Consulting held 8,698 shares of Microsoft worth $3.22M as of Q1 2026.
  • Koss-Olinger Consulting sold 638 Microsoft shares in Q1 2026, an estimated $267K.
  • Microsoft made up 0.27% of Koss-Olinger Consulting's portfolio in Q1 2026, its #36 holding.
  • Koss-Olinger Consulting first reported a position in Microsoft in Q1 2021 and has held it in 21 quarters since.
  • Koss-Olinger Consulting's Microsoft position peaked at $9.73M in Q1 2024.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.