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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Keener Financial Planning's MSFT Position: Q1 2026 in Review

Keener Financial Planning increased its Microsoft (MSFT) stake by 13% in Q1 2026, buying an estimated $205K and bringing the position to 4,268 shares worth $1.58M. The position accounts for 0.66% of the portfolio, ranked #12.

Keener Financial Planning first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.83M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Keener Financial Planning held 4,268 shares of Microsoft worth $1.58M as of Q1 2026.
  • Keener Financial Planning bought 490 Microsoft shares in Q1 2026, an estimated $205K.
  • Microsoft made up 0.66% of Keener Financial Planning's portfolio in Q1 2026, its #12 holding.
  • Keener Financial Planning first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Keener Financial Planning's Microsoft position peaked at $1.83M in Q4 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Keener Financial Planning's 13F filing for Q1 2026, filed 1 May 2026.