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Nikulski Financial’s Microsoft MSFT Stock Holding History

Nikulski Financial’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 		$10.1M Sell
27,361
-836
-3% -$350K 2.5% 7
2025
Q4 		$13.6M Buy
28,197
+5,251
+23% +$2.63M 3.26% 5
2025
Q3 		$11.9M Buy
22,946
+160
+0.7% +$81.6K 2.99% 6
2025
Q2 		$11.3M Buy
22,786
+1,737
+8% +$754K 3.1% 5
2025
Q1 		$7.9M Buy
21,049
+580
+3% +$236K 2.39% 12
2024
Q4 		$8.63M Sell
20,469
-77
-0.4% -$32.8K 2.54% 10
2024
Q3 		$8.84M Buy
20,546
+417
+2% +$178K 2.65% 11
2024
Q2 		$9M Buy
20,129
+220
+1% +$92.9K 2.86% 9
2024
Q1 		$8.38M Buy
19,909
+3,362
+20% +$1.36M 2.78% 10
2023
Q4 		$6.22M Buy
16,547
+1,101
+7% +$392K 2.28% 12
2023
Q3 		$4.88M Buy
15,446
+612
+4% +$202K 2.02% 15
2023
Q2 		$5.05M Buy
14,834
+30
+0.2% +$9.4K 2.09% 14
2023
Q1 		$4.27M Buy
14,804
+169
+1% +$43.1K 1.89% 15
2022
Q4 		$3.51M Buy
14,635
+165
+1% +$39.6K 1.67% 19
2022
Q3 		$3.37M Buy
14,470
+393
+3% +$104K 1.74% 17
2022
Q2 		$3.62M Buy
14,077
+391
+3% +$106K 1.79% 16
2022
Q1 		$4.22M Buy
13,686
+535
+4% +$161K 1.78% 15
2021
Q4 		$4.42M Buy
13,151
+739
+6% +$240K 1.85% 15
2021
Q3 		$3.5M Buy
12,412
+1,217
+11% +$354K 1.62% 19
2021
Q2 		$3.15M Buy
11,195
+428
+4% +$109K 1.47% 21
2021
Q1 		$2.54M Buy
10,767
+58
+0.5% +$13.5K 1.3% 24
2020
Q4 		$2.38M Buy
10,709
+562
+6% +$121K 1.31% 23
2020
Q3 		$2.13M Buy
10,147
+510
+5% +$107K 1.35% 23
2020
Q2 		$1.96M Buy
9,637
+2,196
+30% +$399K 1.38% 24
2020
Q1 		$1.17M Buy
7,441
+5,740
+337% +$944K 1.02% 32
2019
Q4 		$286K Hold
1,701
– – 0.21% 74
2019
Q3 		$238K Buy
+1,701
New +$234K 0.2% 81
2019
Q2 		– Sell
-1,701
Closed -$201K – 88
2019
Q1 		$201K Buy
+1,701
New +$186K 0.2% 76

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

Nikulski Financial's MSFT Position: Q1 2026 in Review

Nikulski Financial reduced its Microsoft (MSFT) stake by 3% in Q1 2026, selling an estimated $350K and leaving 27,361 shares worth $10.1M. The position accounts for 2.5% of the portfolio, ranked #7.

Nikulski Financial first reported a position in MSFT in Q1 2019 and has held it in 28 quarters since. The position peaked at $13.6M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Nikulski Financial held 27,361 shares of Microsoft worth $10.1M as of Q1 2026.
  • Nikulski Financial sold 836 Microsoft shares in Q1 2026, an estimated $350K.
  • Microsoft made up 2.5% of Nikulski Financial's portfolio in Q1 2026, its #7 holding.
  • Nikulski Financial first reported a position in Microsoft in Q1 2019 and has held it in 28 quarters since.
  • Nikulski Financial's Microsoft position peaked at $13.6M in Q4 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Nikulski Financial's 13F filing for Q1 2026, filed 15 May 2026.