Nikulski Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.5M | Buy |
28,206
+845
| +3% | +$342K | 2.27% | 9 |
|
|
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
Nikulski Financial's MSFT Position: Q2 2026 in Review
Nikulski Financial increased its Microsoft (MSFT) stake by 3.1% in Q2 2026, buying an estimated $342K and bringing the position to 28,206 shares worth $10.5M. The position accounts for 2.27% of the portfolio, ranked #9.
Nikulski Financial first reported a position in MSFT in Q1 2019 and has held it in 29 quarters since. The position peaked at $13.6M in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Nikulski Financial held 28,206 shares of Microsoft worth $10.5M as of Q2 2026.
- Nikulski Financial bought 845 Microsoft shares in Q2 2026, an estimated $342K.
- Microsoft made up 2.27% of Nikulski Financial's portfolio in Q2 2026, its #9 holding.
- Nikulski Financial first reported a position in Microsoft in Q1 2019 and has held it in 29 quarters since.
- Nikulski Financial's Microsoft position peaked at $13.6M in Q4 2025.
- 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.