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 Q2	$1.5M	Buy	4,032 +193	+5%	+$78.1K	0.87%	33
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kuhn & Co Investment Counsel's MSFT Position: Q2 2026 in Review

Kuhn & Co Investment Counsel increased its Microsoft (MSFT) stake by 5% in Q2 2026, buying an estimated $78.1K and bringing the position to 4,032 shares worth $1.5M. The position accounts for 0.87% of the portfolio, ranked #33.

Kuhn & Co Investment Counsel first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.72M in Q4 2025. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Kuhn & Co Investment Counsel held 4,032 shares of Microsoft worth $1.5M as of Q2 2026.
Kuhn & Co Investment Counsel bought 193 Microsoft shares in Q2 2026, an estimated $78.1K.
Microsoft made up 0.87% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #33 holding.
Kuhn & Co Investment Counsel first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Kuhn & Co Investment Counsel's Microsoft position peaked at $1.72M in Q4 2025.
6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.