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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Keener Financial Planning's MSFT Position: Q2 2026 in Review

Keener Financial Planning reduced its Microsoft (MSFT) stake by 45% in Q2 2026, selling an estimated $773K and leaving 2,357 shares worth $879K. The position accounts for 0.31% of the portfolio, ranked #19.

Keener Financial Planning first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.83M in Q4 2025. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Keener Financial Planning held 2,357 shares of Microsoft worth $879K as of Q2 2026.
Keener Financial Planning sold 1,911 Microsoft shares in Q2 2026, an estimated $773K.
Microsoft made up 0.31% of Keener Financial Planning's portfolio in Q2 2026, its #19 holding.
Keener Financial Planning first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Keener Financial Planning's Microsoft position peaked at $1.83M in Q4 2025.
6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Keener Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.