Kovack Advisors’s Microsoft MSFT Stock Holding History

Kovack Advisors’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
2019 Q4	–	Sell	-1	Closed	-$4K	–	531
2019 Q3	$4K	Hold	1	–	–	﹤0.01%	490
2019 Q2	$3K	Hold	1	–	–	﹤0.01%	457
2019 Q1	$2K	Buy	+1	New	+$109	﹤0.01%	445
2018 Q4	–	Sell	-1	Closed	-$2K	–	467
2018 Q3	$2K	Buy	+1	New	+$108	﹤0.01%	449
2017 Q2	–	Sell	-3	Closed	-$1K	–	398
2017 Q1	$1K	Hold	3	–	–	﹤0.01%	299
2016 Q4	$1K	Sell	3 -4	-57%	-$241	﹤0.01%	260
2016 Q3	$1K	Buy	+7	New	+$395	﹤0.01%	260
2016 Q2	–	Sell	-6	Closed	-$1K	–	292
2016 Q1	$1K	Buy	+6	New	+$315	﹤0.01%	243
2014 Q4	–	Sell	-4	Closed	-$2K	–	178
2014 Q3	$2K	Buy	+4	New	+$178	﹤0.01%	117
2014 Q2	–	Sell	-15	Closed	-$4K	–	131
2014 Q1	$4K	Sell	15 -5	-25%	-$188	0.01%	74
2013 Q4	$6K	Buy	+20	New	+$726	0.03%	64
2013 Q3	–	Sell	-15	Closed	-$4K	–	80
2013 Q2	$4K	Buy	+15	New	+$491	0.02%	56

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kovack Advisors's MSFT Position: Q1 2026 in Review

Kovack Advisors reduced its Microsoft (MSFT) stake by 17% in Q1 2026, selling an estimated $7.07M and leaving 83,957 shares worth $31.1M. The position accounts for 1.66% of the portfolio, ranked #7.

Kovack Advisors first reported a position in MSFT in Q2 2013 and has held it in 50 quarters since. The position peaked at $48.8M in Q4 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Kovack Advisors held 83,957 shares of Microsoft worth $31.1M as of Q1 2026.
Kovack Advisors sold 16,890 Microsoft shares in Q1 2026, an estimated $7.07M.
Microsoft made up 1.66% of Kovack Advisors's portfolio in Q1 2026, its #7 holding.
Kovack Advisors first reported a position in Microsoft in Q2 2013 and has held it in 50 quarters since.
Kovack Advisors's Microsoft position peaked at $48.8M in Q4 2025.
6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.