Keystone Financial Group (Georgia)’s Microsoft MSFT Stock Holding History

Keystone Financial Group (Georgia)’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	$291K	Buy	780 +1	+0.1%	+$405	0.15%	45
2026 Q1	$288K	Hold	779	–	–	0.15%	46
2025 Q4	$377K	Buy	779 +1	+0.1%	+$501	0.2%	44
2025 Q3	$403K	Sell	778 -48	-6%	-$24.5K	0.23%	43
2025 Q2	$421K	Buy	826 +1	+0.1%	+$434	0.27%	42
2025 Q1	$358K	Sell	825 -70	-8%	-$28.5K	0.25%	43
2024 Q4	$377K	Buy	+895	New	+$381K	0.31%	44

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Keystone Financial Group (Georgia)'s MSFT Position: Q2 2026 in Review

Keystone Financial Group (Georgia) increased its Microsoft (MSFT) stake by 0.13% in Q2 2026, buying an estimated $405 and bringing the position to 780 shares worth $291K. The position accounts for 0.15% of the portfolio, ranked #45.

Keystone Financial Group (Georgia) first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $421K in Q2 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Keystone Financial Group (Georgia) held 780 shares of Microsoft worth $291K as of Q2 2026.
Keystone Financial Group (Georgia) bought 1 Microsoft share in Q2 2026, an estimated $405.
Microsoft made up 0.15% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #45 holding.
Keystone Financial Group (Georgia) first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Keystone Financial Group (Georgia)'s Microsoft position peaked at $421K in Q2 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.