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Kelly Financial Group’s Microsoft MSFT Stock Holding History

Kelly Financial Group’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 		$3.79M Buy
10,150
+43
+0.4% +$17.4K 0.84% 21
2026
Q1 		$3.73M Buy
10,107
+5
+0% +$2.09K 0.94% 19
2025
Q4 		$4.89M Sell
10,102
-8
-0.1% -$4.01K 1.24% 17
2025
Q3 		$5.24M Sell
10,110
-63
-0.6% -$32.1K 1.39% 15
2025
Q2 		$5.06M Buy
10,173
+271
+3% +$118K 1.46% 15
2025
Q1 		$3.72M Buy
9,902
+926
+10% +$378K 1.16% 19
2024
Q4 		$3.78M Buy
+8,976
New +$3.82M 1.35% 17

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

Kelly Financial Group's MSFT Position: Q2 2026 in Review

Kelly Financial Group increased its Microsoft (MSFT) stake by 0.43% in Q2 2026, buying an estimated $17.4K and bringing the position to 10,150 shares worth $3.79M. The position accounts for 0.84% of the portfolio, ranked #21.

Kelly Financial Group first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.24M in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Kelly Financial Group held 10,150 shares of Microsoft worth $3.79M as of Q2 2026.
  • Kelly Financial Group bought 43 Microsoft shares in Q2 2026, an estimated $17.4K.
  • Microsoft made up 0.84% of Kelly Financial Group's portfolio in Q2 2026, its #21 holding.
  • Kelly Financial Group first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Kelly Financial Group's Microsoft position peaked at $5.24M in Q3 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.