Keener Financial Planning
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Keener Financial Planning’s Microsoft MSFT Stock Holding History

Keener Financial Planning’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
Q3 		$1.17M Sell
2,288
-69
-3% -$31.9K 0.41% 18
2026
Q2 		$879K Sell
2,357
-1,911
-45% -$773K 0.31% 19
2026
Q1 		$1.58M Buy
4,268
+490
+13% +$205K 0.66% 12
2025
Q4 		$1.83M Buy
3,778
+773
+26% +$387K 0.79% 12
2025
Q3 		$1.56M Buy
3,005
+71
+2% +$36.2K 0.72% 11
2025
Q2 		$1.46M Hold
2,934
– – 0.73% 10
2025
Q1 		$1.1M Sell
2,934
-40
-1% -$16.3K 0.72% 10
2024
Q4 		$1.25M Buy
2,974
+328
+12% +$140K 0.74% 10
2024
Q3 		$1.14M Sell
2,646
-525
-17% -$224K 0.75% 9
2024
Q2 		$1.42M Sell
3,171
-92
-3% -$38.9K 0.92% 10
2024
Q1 		$1.37M Buy
3,263
+196
+6% +$79.3K 0.94% 9
2023
Q4 		$1.15M Buy
+3,067
New +$1.09M 0.89% 9

Other funds holding MSFT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Keener Financial Planning's MSFT Position: Q3 2026 in Review

Keener Financial Planning reduced its Microsoft (MSFT) stake by 2.9% in Q3 2026, selling an estimated $31.9K and leaving 2,288 shares worth $1.17M. The position accounts for 0.41% of the portfolio, ranked #18.

Keener Financial Planning first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.83M in Q4 2025. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Keener Financial Planning held 2,288 shares of Microsoft worth $1.17M as of Q3 2026.
  • Keener Financial Planning sold 69 Microsoft shares in Q3 2026, an estimated $31.9K.
  • Microsoft made up 0.41% of Keener Financial Planning's portfolio in Q3 2026, its #18 holding.
  • Keener Financial Planning first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • Keener Financial Planning's Microsoft position peaked at $1.83M in Q4 2025.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Keener Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.