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Kerr Financial Planning’s Microsoft MSFT Stock Holding History

Kerr 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 		$835K Buy
2,239
+2
+0.1% +$809 0.93% 24
2026
Q1 		$957K Buy
2,237
+48
+2% +$20.1K 0.67% 17
2025
Q4 		$872K Sell
2,189
-27
-1% -$13.5K 1.18% 17
2025
Q3 		$1.13M Buy
+2,216
New +$1.13M 1.59% 13

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

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

Kerr Financial Planning increased its Microsoft (MSFT) stake by 0.09% in Q2 2026, buying an estimated $809 and bringing the position to 2,239 shares worth $835K. The position accounts for 0.93% of the portfolio, ranked #24.

Kerr Financial Planning first reported a position in MSFT in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.13M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Kerr Financial Planning held 2,239 shares of Microsoft worth $835K as of Q2 2026.
  • Kerr Financial Planning bought 2 Microsoft shares in Q2 2026, an estimated $809.
  • Microsoft made up 0.93% of Kerr Financial Planning's portfolio in Q2 2026, its #24 holding.
  • Kerr Financial Planning first reported a position in Microsoft in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Microsoft position peaked at $1.13M in Q3 2025.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.