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M. Kulyk & Associates’s Microsoft MSFT Stock Holding History

M. Kulyk & Associates’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 		$19.7M Buy
52,787
+5,188
+11% +$2.1M 3.21% 8
2026
Q1 		$17.6M Buy
47,599
+2,576
+6% +$1.08M 3.29% 6
2025
Q4 		$21.8M Buy
45,023
+1,788
+4% +$896K 4.16% 5
2025
Q3 		$22.4M Sell
43,235
-207
-0.5% -$106K 4.55% 4
2025
Q2 		$21.6M Buy
43,442
+138
+0.3% +$59.9K 4.69% 3
2025
Q1 		$16.3M Buy
43,304
+1,974
+5% +$805K 3.72% 5
2024
Q4 		$17.4M Sell
41,330
-2,066
-5% -$880K 3.77% 5
2024
Q3 		$18.7M Buy
43,396
+779
+2% +$333K 3.76% 5
2024
Q2 		$19M Buy
42,617
+1,777
+4% +$750K 4.42% 3
2024
Q1 		$17.2M Buy
40,840
+1,082
+3% +$438K 3.98% 4
2023
Q4 		$15M Buy
39,758
+1,433
+4% +$510K 3.48% 4
2023
Q3 		$12.1M Buy
38,325
+794
+2% +$262K 3.36% 4
2023
Q2 		$12.8M Sell
37,531
-2,886
-7% -$904K 3.57% 4
2023
Q1 		$11.7M Buy
40,417
+942
+2% +$240K 3.53% 2
2022
Q4 		$9.47M Buy
39,475
+1,292
+3% +$310K 3.16% 2
2022
Q3 		$8.89M Buy
38,183
+896
+2% +$237K 3.09% 4
2022
Q2 		$9.58M Buy
37,287
+1,267
+4% +$344K 2.98% 3
2022
Q1 		$11.1M Buy
36,020
+149
+0.4% +$44.8K 3.03% 4
2021
Q4 		$12.1M Buy
35,871
+4,047
+13% +$1.31M 3.12% 6
2021
Q3 		$8.97M Buy
31,824
+1,136
+4% +$331K 2.87% 5
2021
Q2 		$8.31M Buy
30,688
+1,644
+6% +$418K 3% 4
2021
Q1 		$6.85M Buy
29,044
+7,144
+33% +$1.66M 2.56% 6
2020
Q4 		$4.87M Buy
+21,900
New +$4.71M 2.7% 4

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

M. Kulyk & Associates's MSFT Position: Q2 2026 in Review

M. Kulyk & Associates increased its Microsoft (MSFT) stake by 11% in Q2 2026, buying an estimated $2.1M and bringing the position to 52,787 shares worth $19.7M. The position accounts for 3.21% of the portfolio, ranked #8.

M. Kulyk & Associates first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $22.4M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • M. Kulyk & Associates held 52,787 shares of Microsoft worth $19.7M as of Q2 2026.
  • M. Kulyk & Associates bought 5,188 Microsoft shares in Q2 2026, an estimated $2.1M.
  • Microsoft made up 3.21% of M. Kulyk & Associates's portfolio in Q2 2026, its #8 holding.
  • M. Kulyk & Associates first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • M. Kulyk & Associates's Microsoft position peaked at $22.4M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on M. Kulyk & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.