KP Management’s Microsoft MSFT Stock Holding History

KP Management’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	$4.26M	Sell	11,500 -15,000	-57%	-$6.28M	1.04%	39
2025 Q4	$12.8M	Buy	26,500 +13,000	+96%	+$6.51M	3.54%	3
2025 Q3	$6.99M	Sell	13,500 -6,500	-33%	-$3.32M	2.21%	14
2025 Q2	$9.95M	Buy	20,000 +5,000	+33%	+$2.17M	3.66%	3
2025 Q1	$5.63M	Hold	15,000	–	–	1.95%	19
2024 Q4	$6.32M	Sell	15,000 -1,500	-9%	-$639K	1.98%	14
2024 Q3	$7.1M	Sell	16,500 -13,000	-44%	-$5.56M	2.29%	8
2024 Q2	$13.2M	Buy	29,500 +13,000	+79%	+$5.49M	4.59%	3
2024 Q1	$6.94M	Hold	16,500	–	–	2.69%	8
2023 Q4	$6.2M	Buy	+16,500	New	+$5.87M	2.65%	6

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

KP Management's MSFT Position: Q1 2026 in Review

KP Management reduced its Microsoft (MSFT) stake by 57% in Q1 2026, selling an estimated $6.28M and leaving 11,500 shares worth $4.26M. The position accounts for 1.04% of the portfolio, ranked #39.

KP Management first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.2M in Q2 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

KP Management held 11,500 shares of Microsoft worth $4.26M as of Q1 2026.
KP Management sold 15,000 Microsoft shares in Q1 2026, an estimated $6.28M.
Microsoft made up 1.04% of KP Management's portfolio in Q1 2026, its #39 holding.
KP Management first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
KP Management's Microsoft position peaked at $13.2M in Q2 2024.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on KP Management's 13F filing for Q1 2026, filed 15 May 2026.