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Rather & Kittrell’s Microsoft MSFT Stock Holding History

Rather & Kittrell’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 		$2.04M Buy
5,476
+904
+20% +$366K 0.29% 28
2026
Q1 		$1.69M Sell
4,572
-271
-6% -$113K 0.26% 30
2025
Q4 		$2.34M Buy
4,843
+402
+9% +$201K 0.38% 25
2025
Q3 		$2.3M Buy
4,441
+1,009
+29% +$515K 0.4% 27
2025
Q2 		$1.71M Buy
3,432
+76
+2% +$33K 0.34% 29
2025
Q1 		$1.26M Buy
3,356
+33
+1% +$13.5K 0.27% 32
2024
Q4 		$1.4M Sell
3,323
-46
-1% -$19.6K 0.33% 32
2024
Q3 		$1.45M Buy
3,369
+118
+4% +$50.4K 0.36% 31
2024
Q2 		$1.45M Sell
3,251
-15
-0.5% -$6.33K 0.4% 29
2024
Q1 		$1.37M Buy
3,266
+1,491
+84% +$604K 0.41% 31
2023
Q4 		$667K Sell
1,775
-8
-0.4% -$2.85K 0.23% 43
2023
Q3 		$563K Sell
1,783
-4
-0.2% -$1.32K 0.23% 41
2023
Q2 		$609K Buy
1,787
+448
+33% +$140K 0.25% 40
2023
Q1 		$386K Buy
1,339
+14
+1% +$3.57K 0.18% 50
2022
Q4 		$318K Sell
1,325
-36
-3% -$8.64K 0.17% 51
2022
Q3 		$316K Buy
1,361
+91
+7% +$24K 0.33% 53
2022
Q2 		$326K Sell
1,270
-342
-21% -$92.8K 0.36% 44
2022
Q1 		$496K Buy
1,612
+1,069
+197% +$322K 0.48% 35
2021
Q4 		$182K Buy
+543
New +$176K 0.16% 64

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

Rather & Kittrell's MSFT Position: Q2 2026 in Review

Rather & Kittrell increased its Microsoft (MSFT) stake by 20% in Q2 2026, buying an estimated $366K and bringing the position to 5,476 shares worth $2.04M. The position accounts for 0.29% of the portfolio, ranked #28.

Rather & Kittrell first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.34M in Q4 2025. 6,241 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Rather & Kittrell held 5,476 shares of Microsoft worth $2.04M as of Q2 2026.
  • Rather & Kittrell bought 904 Microsoft shares in Q2 2026, an estimated $366K.
  • Microsoft made up 0.29% of Rather & Kittrell's portfolio in Q2 2026, its #28 holding.
  • Rather & Kittrell first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Rather & Kittrell's Microsoft position peaked at $2.34M in Q4 2025.
  • 6,241 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.