Keystone Financial Group (Kentucky)’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 | $17.7M | Sell |
47,541
-2,142
| -4% | -$867K | 1.05% | 20 |
|
|
2026
Q1 | $18.7M | Buy |
49,683
+1,324
| +3% | +$554K | 1.28% | 18 |
|
|
2025
Q4 | $23.4M | Sell |
48,359
-6,473
| -12% | -$3.24M | 1.73% | 11 |
|
|
2025
Q3 | $28.3M | Buy |
54,832
+5,373
| +11% | +$2.74M | 2.17% | 10 |
|
|
2025
Q2 | $24.7M | Buy |
49,459
+95
| +0.2% | +$41.3K | 2.23% | 10 |
|
|
2025
Q1 | $18.8M | Buy |
49,364
+244
| +0.5% | +$99.5K | 1.91% | 11 |
|
|
2024
Q4 | $20.7M | Buy |
49,120
+1,910
| +4% | +$814K | 2.03% | 9 |
|
|
2024
Q3 | $20.3M | Sell |
47,210
-6
| -0% | -$2.56K | 2.6% | 6 |
|
|
2024
Q2 | $21.1M | Sell |
47,216
-175
| -0.4% | -$73.9K | 7.56% | 2 |
|
|
2024
Q1 | $19.9M | Buy |
47,391
+3,735
| +9% | +$1.51M | 2.9% | 6 |
|
|
2023
Q4 | $16.4M | Sell |
43,656
-2,274
| -5% | -$809K | 2.85% | 5 |
|
|
2023
Q3 | $14.5M | Buy |
45,930
+1,518
| +3% | +$502K | 2.43% | 8 |
|
|
2023
Q2 | $15.1M | Buy |
+44,412
| New | +$13.9M | 2.57% | 8 |
|
|
2022
Q4 | $10.5M | Buy |
43,616
+1,360
| +3% | +$326K | 2.07% | 7 |
|
|
2022
Q3 | $9.84M | Sell |
42,256
-876
| -2% | -$231K | 2% | 8 |
|
|
2022
Q2 | $11.1M | Sell |
43,132
-120
| -0.3% | -$32.6K | 2.2% | 7 |
|
|
2022
Q1 | $13.3M | Buy |
43,252
+78
| +0.2% | +$23.5K | 2.26% | 8 |
|
|
2021
Q4 | $14.5M | Sell |
43,174
-327
| -0.8% | -$106K | 2.38% | 6 |
|
|
2021
Q3 | $12.3M | Sell |
43,501
-95
| -0.2% | -$27.6K | 2.22% | 6 |
|
|
2021
Q2 | $11.8M | Sell |
43,596
-275
| -0.6% | -$69.9K | 2.14% | 6 |
|
|
2021
Q1 | $10.3M | Sell |
43,871
-305
| -0.7% | -$70.8K | 2.02% | 7 |
|
|
2020
Q4 | $9.83M | Buy |
44,176
+329
| +0.8% | +$70.7K | 2.04% | 8 |
|
|
2020
Q3 | $9.22M | Buy |
43,847
+460
| +1% | +$96.6K | 2.26% | 6 |
|
|
2020
Q2 | $8.83M | Sell |
43,387
-43
| -0.1% | -$7.81K | 2.4% | 6 |
|
|
2020
Q1 | $6.85M | Buy |
43,430
+1,972
| +5% | +$324K | 2.27% | 7 |
|
|
2019
Q4 | $6.54M | Sell |
41,458
-216
| -0.5% | -$31.7K | 1.76% | 9 |
|
|
2019
Q3 | $5.79M | Sell |
41,674
-425
| -1% | -$58.4K | 1.78% | 9 |
|
|
2019
Q2 | $5.64M | Buy |
42,099
+225
| +0.5% | +$28.6K | 1.83% | 9 |
|
|
2019
Q1 | $4.94M | Buy |
41,874
+9,818
| +31% | +$1.07M | 1.76% | 10 |
|
|
2018
Q4 | $3.26M | Buy |
32,056
+1,827
| +6% | +$196K | 1.47% | 14 |
|
|
2018
Q3 | $3.5M | Buy |
30,229
+23,380
| +341% | +$2.53M | 1.43% | 14 |
|
|
2018
Q2 | $685K | Sell |
6,849
-226
| -3% | -$21.9K | 0.38% | 68 |
|
|
2018
Q1 | $626K | Sell |
7,075
-188
| -3% | -$17.2K | 0.35% | 72 |
|
|
2017
Q4 | $641K | Buy |
+7,263
| New | +$596K | 0.4% | 50 |
|
Other funds holding MSFT
Keystone Financial Group (Kentucky)'s MSFT Position: Q2 2026 in Review
Keystone Financial Group (Kentucky) reduced its Microsoft (MSFT) stake by 4.3% in Q2 2026, selling an estimated $867K and leaving 47,541 shares worth $17.7M. The position accounts for 1.05% of the portfolio, ranked #20.
Keystone Financial Group (Kentucky) first reported a position in MSFT in Q4 2017 and has held it in 34 quarters since. The position peaked at $28.3M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Keystone Financial Group (Kentucky) held 47,541 shares of Microsoft worth $17.7M as of Q2 2026.
- Keystone Financial Group (Kentucky) sold 2,142 Microsoft shares in Q2 2026, an estimated $867K.
- Microsoft made up 1.05% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #20 holding.
- Keystone Financial Group (Kentucky) first reported a position in Microsoft in Q4 2017 and has held it in 34 quarters since.
- Keystone Financial Group (Kentucky)'s Microsoft position peaked at $28.3M in Q3 2025.
- 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.