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Kowal Investment Group’s Microsoft MSFT Stock Holding History

Kowal Investment Group’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
2024
Q3 		$7.78M Buy
18,083
+235
+1% +$100K 1.43% 13
2024
Q2 		$7.98M Buy
17,848
+781
+5% +$330K 1.59% 13
2024
Q1 		$7.18M Buy
17,067
+452
+3% +$183K 1.55% 10
2023
Q4 		$6.25M Buy
16,615
+1,379
+9% +$491K 1.46% 11
2023
Q3 		$4.81M Sell
15,236
-34
-0.2% -$11.2K 1.3% 10
2023
Q2 		$5.2M Sell
15,270
-506
-3% -$159K 1.39% 10
2023
Q1 		$4.55M Buy
15,776
+1,858
+13% +$474K 1.29% 11
2022
Q4 		$3.34M Sell
13,918
-1,921
-12% -$461K 1% 14
2022
Q3 		$3.69M Sell
15,839
-333
-2% -$87.9K 1.25% 13
2022
Q2 		$4.15M Buy
16,172
+870
+6% +$236K 1.36% 11
2022
Q1 		$4.72M Buy
15,302
+1,313
+9% +$395K 1.44% 11
2021
Q4 		$4.71M Buy
13,989
+1,654
+13% +$536K 1.4% 11
2021
Q3 		$3.48M Buy
12,335
+930
+8% +$271K 1.1% 11
2021
Q2 		$3.09M Buy
11,405
+4,784
+72% +$1.22M 1.11% 11
2021
Q1 		$1.56M Sell
6,621
-291
-4% -$67.5K 0.63% 13
2020
Q4 		$1.49M Buy
+6,912
New +$1.49M 0.69% 12

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Kowal Investment Group's MSFT Position: Q3 2024 in Review

Kowal Investment Group increased its Microsoft (MSFT) stake by 1.3% in Q3 2024, buying an estimated $100K and bringing the position to 18,083 shares worth $7.78M. The position accounts for 1.43% of the portfolio, ranked #13.

Kowal Investment Group first reported a position in MSFT in Q4 2020 and has held it in 16 quarters since. The position peaked at $7.98M in Q2 2024. 5,285 funds tracked by Wall St. Rank hold MSFT as of Q3 2024.

  • Kowal Investment Group held 18,083 shares of Microsoft worth $7.78M as of Q3 2024.
  • Kowal Investment Group bought 235 Microsoft shares in Q3 2024, an estimated $100K.
  • Microsoft made up 1.43% of Kowal Investment Group's portfolio in Q3 2024, its #13 holding.
  • Kowal Investment Group first reported a position in Microsoft in Q4 2020 and has held it in 16 quarters since.
  • Kowal Investment Group's Microsoft position peaked at $7.98M in Q2 2024.
  • 5,285 funds tracked by Wall St. Rank held Microsoft as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.