Kelly Financial Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.61M | Sell |
4,306
-331
| -7% | -$134K | 0.34% | 41 |
|
|
2026
Q1 | $1.72M | Sell |
4,637
-17
| -0.4% | -$7.11K | 0.41% | 36 |
|
|
2025
Q4 | $2.25M | Buy |
4,654
+217
| +5% | +$109K | 0.56% | 30 |
|
|
2025
Q3 | $2.3M | Sell |
4,437
-20
| -0.4% | -$10.2K | 0.6% | 30 |
|
|
2025
Q2 | $2.22M | Buy |
4,457
+39
| +0.9% | +$16.9K | 0.65% | 30 |
|
|
2025
Q1 | $1.66M | Sell |
4,418
-37
| -0.8% | -$15.1K | 0.58% | 27 |
|
|
2024
Q4 | $1.88M | Buy |
4,455
+66
| +2% | +$28.1K | 0.68% | 29 |
|
|
2024
Q3 | $1.89M | Buy |
4,389
+252
| +6% | +$108K | 0.69% | 27 |
|
|
2024
Q2 | $1.85M | Buy |
4,137
+128
| +3% | +$54.1K | 0.66% | 28 |
|
|
2024
Q1 | $1.69M | Buy |
4,009
+15
| +0.4% | +$6.07K | 0.65% | 26 |
|
|
2023
Q4 | $1.5M | Sell |
3,994
-143
| -3% | -$50.9K | 0.61% | 27 |
|
|
2023
Q3 | $1.31M | Sell |
4,137
-43
| -1% | -$14.2K | 0.6% | 29 |
|
|
2023
Q2 | $1.42M | Buy |
4,180
+227
| +6% | +$71.1K | 0.67% | 24 |
|
|
2023
Q1 | $1.14M | Buy |
3,953
+735
| +23% | +$187K | 0.58% | 28 |
|
|
2022
Q4 | $772K | Buy |
3,218
+83
| +3% | +$19.9K | 0.41% | 35 |
|
|
2022
Q3 | $730K | Buy |
3,135
+72
| +2% | +$19K | 0.43% | 31 |
|
|
2022
Q2 | $787K | Sell |
3,063
-29
| -0.9% | -$7.87K | 0.41% | 33 |
|
|
2022
Q1 | $953K | Sell |
3,092
-177
| -5% | -$53.3K | 0.43% | 28 |
|
|
2021
Q4 | $1.1M | Buy |
3,269
+302
| +10% | +$97.9K | 0.5% | 24 |
|
|
2021
Q3 | $837K | Buy |
2,967
+72
| +2% | +$20.9K | 0.47% | 21 |
|
|
2021
Q2 | $784K | Buy |
2,895
+126
| +5% | +$32K | 0.44% | 19 |
|
|
2021
Q1 | $653K | Sell |
2,769
-2
| -0.1% | -$464 | 0.41% | 19 |
|
|
2020
Q4 | $616K | Sell |
2,771
-89
| -3% | -$19.1K | 0.42% | 12 |
|
|
2020
Q3 | $602K | Sell |
2,860
-256
| -8% | -$53.8K | 0.43% | 12 |
|
|
2020
Q2 | $634K | Buy |
3,116
+108
| +4% | +$19.6K | 0.49% | 14 |
|
|
2020
Q1 | $474K | Sell |
3,008
-412
| -12% | -$67.8K | 0.59% | 10 |
|
|
2019
Q4 | $539K | Buy |
3,420
+12
| +0.4% | +$1.76K | 0.41% | 11 |
|
|
2019
Q3 | $474K | Sell |
3,408
-14
| -0.4% | -$1.93K | 0.43% | 12 |
|
|
2019
Q2 | $458K | Buy |
3,422
+270
| +9% | +$34.3K | 0.42% | 11 |
|
|
2019
Q1 | $372K | Buy |
+3,152
| New | +$344K | 0.41% | 12 |
|
Other funds holding MSFT
Kelly Financial Services's MSFT Position: Q2 2026 in Review
Kelly Financial Services reduced its Microsoft (MSFT) stake by 7.1% in Q2 2026, selling an estimated $134K and leaving 4,306 shares worth $1.61M. The position accounts for 0.34% of the portfolio, ranked #41.
Kelly Financial Services first reported a position in MSFT in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.3M in Q3 2025. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Kelly Financial Services held 4,306 shares of Microsoft worth $1.61M as of Q2 2026.
- Kelly Financial Services sold 331 Microsoft shares in Q2 2026, an estimated $134K.
- Microsoft made up 0.34% of Kelly Financial Services's portfolio in Q2 2026, its #41 holding.
- Kelly Financial Services first reported a position in Microsoft in Q1 2019 and has held it in 30 quarters since.
- Kelly Financial Services's Microsoft position peaked at $2.3M in Q3 2025.
- 6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.