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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
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 $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

M. Kulyk & Associates's MSFT Position: Q1 2026 in Review

M. Kulyk & Associates increased its Microsoft (MSFT) stake by 5.7% in Q1 2026, buying an estimated $1.08M and bringing the position to 47,599 shares worth $17.6M. The position accounts for 3.29% of the portfolio, ranked #6.

M. Kulyk & Associates first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $22.4M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • M. Kulyk & Associates held 47,599 shares of Microsoft worth $17.6M as of Q1 2026.
  • M. Kulyk & Associates bought 2,576 Microsoft shares in Q1 2026, an estimated $1.08M.
  • Microsoft made up 3.29% of M. Kulyk & Associates's portfolio in Q1 2026, its #6 holding.
  • M. Kulyk & Associates first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • M. Kulyk & Associates's Microsoft position peaked at $22.4M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on M. Kulyk & Associates's 13F filing for Q1 2026, filed 6 May 2026.