SEC 13F Intelligence

Kmg Fiduciary Partners, LLC / MSFT

Kmg Fiduciary Partners, LLC’s Microsoft Corp Position

Does Kmg Fiduciary Partners, LLC own Microsoft Corp (MSFT)? Yes — 117.1K shares worth $44M (+4.06% of its 13F portfolio) as of Q2 2026, down from 131.7K shares the prior filed quarter.

Position Value
$44M
Q2 2026
Shares
117.1K
% of Portfolio
+4.06%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q1 ’19: $9MQ1 ’19Q2 ’19: $11MQ3 ’19: $12MQ4 ’19: $13MQ1 ’20: $15MQ1 ’20Q2 ’20: $20MQ3 ’20: $20MQ4 ’20: $21MQ1 ’21: $24MQ1 ’21Q2 ’21: $28MQ3 ’21: $30MQ4 ’21: $36MQ1 ’22: $33MQ1 ’22Q2 ’22: $28MQ3 ’22: $24MQ4 ’22: $26MQ1 ’23: $31MQ1 ’23Q2 ’23: $37MQ3 ’23: $36MQ4 ’23: $43MQ1 ’24: $49MQ1 ’24Q2 ’24: $52MQ3 ’24: $52MQ4 ’24: $52MQ1 ’25: $47MQ1 ’25Q2 ’25: $64MQ3 ’25: $67MQ4 ’25: $62MQ1 ’26: $49MQ1 ’26Q2 ’26: $44Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026117.1K$44M+4.06%
Q1 2026131.7K$49M+3.61%
Q4 2025127.6K$62M+4.39%
Q3 2025130.2K$67M+4.52%
Q2 2025128.5K$64M+4.74%
Q1 2025126.5K$47M+3.95%
Q4 2024122.8K$52M+4.28%
Q3 2024121.1K$52M+4.50%
Q2 2024117.0K$52M+5.14%
Q1 2024115.8K$49M+5.05%
Q4 2023113.7K$43M+4.98%
Q3 2023112.5K$36M+4.69%
Q2 2023108.6K$37M+4.79%
Q1 2023108.7K$31M+4.49%
Q4 2022107.5K$26M+4.23%
Q3 2022105.1K$24M+4.71%
Q2 2022109.2K$28M+5.23%
Q1 2022108.0K$33M+5.33%
Q4 2021106.2K$36M+5.53%
Q3 2021106.7K$30M+5.12%
Q2 2021102.3K$28M+4.89%
Q1 2021101.4K$24M+4.66%
Q4 202098.4K$21M+4.52%
Q3 202093.9K$20M+4.91%
Q2 202098.0K$20M+5.54%
Q1 202095.3K$15M+4.88%
Q4 201983.8K$13M+4.03%
Q3 201984.6K$12M+3.99%
Q2 201982.4K$11M+3.99%
Q1 201979.9K$9M+3.58%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kmg Fiduciary Partners, LLC’s full portfolio or all institutional holders of MSFT.