KCIC
MSFT icon

Kuhn & Co Investment Counsel’s Microsoft MSFT Stock Holding History

Kuhn & Co Investment Counsel’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 		$1.42M Buy
3,839
+276
+8% +$115K 0.92% 32
2025
Q4 		$1.72M Buy
3,563
+291
+9% +$146K 1.15% 24
2025
Q3 		$1.69M Sell
3,272
-8
-0.2% -$4.08K 1.34% 20
2025
Q2 		$1.63M Sell
3,280
-6
-0.2% -$2.61K 1.23% 23
2025
Q1 		$1.23M Hold
3,286
– – 1.04% 28
2024
Q4 		$1.39M Buy
3,286
+25
+0.8% +$10.6K 1.18% 24
2024
Q3 		$1.4M Buy
3,261
+33
+1% +$14.1K 1.2% 24
2024
Q2 		$1.44M Sell
3,228
-10
-0.3% -$4.22K 1.29% 22
2024
Q1 		$1.36M Buy
3,238
+1
+0% +$405 1.28% 22
2023
Q4 		$1.22M Buy
+3,237
New +$1.15M 1.25% 23

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

Kuhn & Co Investment Counsel's MSFT Position: Q1 2026 in Review

Kuhn & Co Investment Counsel increased its Microsoft (MSFT) stake by 7.7% in Q1 2026, buying an estimated $115K and bringing the position to 3,839 shares worth $1.42M. The position accounts for 0.92% of the portfolio, ranked #32.

Kuhn & Co Investment Counsel first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.72M in Q4 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Kuhn & Co Investment Counsel held 3,839 shares of Microsoft worth $1.42M as of Q1 2026.
  • Kuhn & Co Investment Counsel bought 276 Microsoft shares in Q1 2026, an estimated $115K.
  • Microsoft made up 0.92% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #32 holding.
  • Kuhn & Co Investment Counsel first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Kuhn & Co Investment Counsel's Microsoft position peaked at $1.72M in Q4 2025.
  • 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.