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Keynote Financial Services’s Microsoft MSFT Stock Holding History

Keynote Financial Services’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 		$3.89M Buy
10,519
+459
+5% +$192K 2.07% 8
2025
Q4 		$4.87M Sell
10,060
-74
-0.7% -$37.1K 2.72% 6
2025
Q3 		$5.25M Sell
10,134
-144
-1% -$73.5K 3.17% 3
2025
Q2 		$5.11M Sell
10,278
-183
-2% -$79.5K 3.44% 3
2025
Q1 		$3.93M Buy
10,461
+15
+0.1% +$6.12K 2.8% 5
2024
Q4 		$4.4M Sell
10,446
-305
-3% -$130K 3.38% 3
2024
Q3 		$4.63M Sell
10,751
-27
-0.3% -$11.5K 3.53% 3
2024
Q2 		$4.82M Buy
10,778
+284
+3% +$120K 4.03% 3
2024
Q1 		$4.42M Buy
+10,494
New +$4.25M 3.7% 3

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

Keynote Financial Services's MSFT Position: Q1 2026 in Review

Keynote Financial Services increased its Microsoft (MSFT) stake by 4.6% in Q1 2026, buying an estimated $192K and bringing the position to 10,519 shares worth $3.89M. The position accounts for 2.07% of the portfolio, ranked #8.

Keynote Financial Services first reported a position in MSFT in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.25M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Keynote Financial Services held 10,519 shares of Microsoft worth $3.89M as of Q1 2026.
  • Keynote Financial Services bought 459 Microsoft shares in Q1 2026, an estimated $192K.
  • Microsoft made up 2.07% of Keynote Financial Services's portfolio in Q1 2026, its #8 holding.
  • Keynote Financial Services first reported a position in Microsoft in Q1 2024 and has held it in 9 quarters since.
  • Keynote Financial Services's Microsoft position peaked at $5.25M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Keynote Financial Services's 13F filing for Q1 2026, filed 13 May 2026.