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Keudell/Morrison Wealth Management’s Microsoft MSFT Stock Holding History

Keudell/Morrison Wealth Management’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 		$7.48M Buy
20,062
+120
+0.6% +$48.6K 1.41% 17
2026
Q1 		$7.38M Buy
19,942
+155
+0.8% +$64.9K 1.51% 15
2025
Q4 		$9.57M Buy
+19,787
New +$9.92M 2.01% 11
2025
Q2 		$9.39M Sell
18,875
-1,012
-5% -$439K 2.08% 12
2025
Q1 		$7.47M Buy
19,887
+176
+0.9% +$71.8K 1.76% 12
2024
Q4 		$8.31M Buy
19,711
+230
+1% +$98K 2.17% 13
2024
Q3 		$8.38M Sell
19,481
-919
-5% -$393K 2.28% 11
2024
Q2 		$9.12M Sell
20,400
-225
-1% -$95K 2.67% 11
2024
Q1 		$8.68M Sell
20,625
-244
-1% -$98.8K 2.63% 10
2023
Q4 		$7.85M Buy
20,869
+342
+2% +$122K 2.59% 9
2023
Q3 		$6.48M Sell
20,527
-174
-0.8% -$57.5K 1.98% 11
2023
Q2 		$7.05M Sell
20,701
-538
-3% -$169K 2.03% 11
2023
Q1 		$6.12M Sell
21,239
-24
-0.1% -$6.12K 1.8% 11
2022
Q4 		$5.1M Buy
21,263
+674
+3% +$162K 1.64% 11
2022
Q3 		$4.79M Buy
20,589
+777
+4% +$205K 1.79% 9
2022
Q2 		$5.09M Sell
19,812
-480
-2% -$130K 1.85% 9
2022
Q1 		$6.26M Sell
20,292
-616
-3% -$185K 2.62% 4
2021
Q4 		$7.03M Sell
20,908
-964
-4% -$313K 2.78% 5
2021
Q3 		$6.17M Sell
21,872
-614
-3% -$179K 2.64% 4
2021
Q2 		$6.09M Buy
22,486
+1,069
+5% +$272K 3.33% 3
2021
Q1 		$5.05M Buy
21,417
+120
+0.6% +$27.8K 2.93% 4
2020
Q4 		$4.74M Buy
21,297
+652
+3% +$140K 3.01% 4
2020
Q3 		$4.34M Sell
20,645
-932
-4% -$196K 2.79% 3
2020
Q2 		$4.39M Buy
21,577
+835
+4% +$152K 3.63% 2
2020
Q1 		$3.27M Buy
20,742
+833
+4% +$137K 3.2% 2
2019
Q4 		$3.14M Sell
19,909
-1,721
-8% -$253K 2.17% 8
2019
Q3 		$3.01M Sell
21,630
-96
-0.4% -$13.2K 2.48% 5
2019
Q2 		$2.94M Sell
21,726
-751
-3% -$95.3K 2.57% 5
2019
Q1 		$2.65M Buy
+22,477
New +$2.45M 2.33% 7

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Keudell/Morrison Wealth Management's MSFT Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Microsoft (MSFT) stake by 0.6% in Q2 2026, buying an estimated $48.6K and bringing the position to 20,062 shares worth $7.48M. The position accounts for 1.41% of the portfolio, ranked #17.

Keudell/Morrison Wealth Management first reported a position in MSFT in Q1 2019 and has held it in 29 quarters since. The position peaked at $9.57M in Q4 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Keudell/Morrison Wealth Management held 20,062 shares of Microsoft worth $7.48M as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 120 Microsoft shares in Q2 2026, an estimated $48.6K.
  • Microsoft made up 1.41% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Keudell/Morrison Wealth Management first reported a position in Microsoft in Q1 2019 and has held it in 29 quarters since.
  • Keudell/Morrison Wealth Management's Microsoft position peaked at $9.57M in Q4 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.