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Keystone Financial Planning’s Microsoft MSFT Stock Holding History

Keystone 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 		$10M Hold
26,868
– – 2.58% 7
2026
Q1 		$9.95M Hold
26,868
– – 2.66% 4
2025
Q4 		$13M Sell
26,868
-14
-0.1% -$7.02K 3.77% 2
2025
Q3 		$13.9M Hold
26,882
– – 4.05% 2
2025
Q2 		$13.4M Sell
26,882
-836
-3% -$363K 4.04% 2
2025
Q1 		$10.4M Hold
27,718
– – 3.1% 3
2024
Q4 		$11.7M Hold
27,718
– – 3.62% 2
2024
Q3 		$11.9M Hold
27,718
– – 3.61% 2
2024
Q2 		$12.4M Hold
27,718
– – 4.1% 2
2024
Q1 		$11.7M Sell
27,718
-1,314
-5% -$532K 3.78% 2
2023
Q4 		$10.9M Hold
29,032
– – 3.61% 2
2023
Q3 		$9.17M Sell
29,032
-2
-0% -$661 3.2% 2
2023
Q2 		$9.89M Buy
29,034
+346
+1% +$108K 3.31% 2
2023
Q1 		$8.27M Sell
28,688
-810
-3% -$207K 2.81% 7
2022
Q4 		$7.07M Sell
29,498
-203
-0.7% -$48.7K 2.38% 14
2022
Q3 		$6.92M Buy
29,701
+414
+1% +$109K 2.66% 11
2022
Q2 		$7.52M Sell
29,287
-165
-0.6% -$44.8K 2.64% 13
2022
Q1 		$9.08M Sell
29,452
-201
-0.7% -$60.5K 3.04% 4
2021
Q4 		$9.97M Sell
29,653
-414
-1% -$134K 3.4% 5
2021
Q3 		$8.48M Hold
30,067
– – 3.08% 10
2021
Q2 		$8.14M Sell
30,067
-491
-2% -$125K 2.95% 11
2021
Q1 		$7.21M Sell
30,558
-994
-3% -$231K 2.69% 16
2020
Q4 		$7.02M Sell
31,552
-254
-0.8% -$54.6K 2.91% 15
2020
Q3 		$6.69M Sell
31,806
-91
-0.3% -$19.1K 3.23% 12
2020
Q2 		$6.49M Sell
31,897
-57
-0.2% -$10.3K 3.2% 17
2020
Q1 		$5.04M Sell
31,954
-291
-0.9% -$47.9K 2.88% 18
2019
Q4 		$5.08M Sell
32,245
-516
-2% -$75.8K 2.27% 23
2019
Q3 		$4.55M Hold
32,761
– – 2.17% 25
2019
Q2 		$4.39M Sell
32,761
-80
-0.2% -$10.2K 2.15% 26
2019
Q1 		$3.87M Hold
32,841
– – 1.91% 27
2018
Q4 		$3.34M Hold
32,841
– – 1.86% 27
2018
Q3 		$3.76M Sell
32,841
-482
-1% -$52.3K 1.92% 27
2018
Q2 		$3.29M Hold
33,323
– – 1.81% 28
2018
Q1 		$3.04M Buy
33,323
+562
+2% +$51.4K 1.69% 26
2017
Q4 		$2.8M Sell
32,761
-204
-0.6% -$16.7K 1.49% 28
2017
Q3 		$2.46M Hold
32,965
– – 1.39% 30
2017
Q2 		$2.27M Sell
32,965
-1,264
-4% -$86.8K 1.38% 31
2017
Q1 		$2.25M Sell
34,229
-100
-0.3% -$6.41K 1.4% 29
2016
Q4 		$2.13M Sell
34,329
-177
-0.5% -$10.6K 1.39% 29
2016
Q3 		$1.99M Sell
34,506
-413
-1% -$23.3K 1.31% 30
2016
Q2 		$1.79M Sell
34,919
-781
-2% -$40.6K 1.21% 29
2016
Q1 		$1.97M Sell
35,700
-60,368
-63% -$3.16M 1.41% 30
2015
Q4 		$5.33M Sell
96,068
-7,666
-7% -$403K 4.04% 6
2015
Q3 		$4.59M Sell
103,734
-8,828
-8% -$396K 3.71% 9
2015
Q2 		$4.97M Sell
112,562
-452
-0.4% -$20.6K 3.8% 7
2015
Q1 		$4.59M Sell
113,014
-177
-0.2% -$7.71K 3.49% 14
2014
Q4 		$5.26M Sell
113,191
-545
-0.5% -$25.6K 3.88% 8
2014
Q3 		$5.27M Buy
113,736
+122
+0.1% +$5.44K 3.98% 5
2014
Q2 		$4.74M Sell
113,614
-1,124
-1% -$45.5K 3.57% 12
2014
Q1 		$4.7M Buy
114,738
+3,451
+3% +$130K 3.64% 9
2013
Q4 		$4.16M Buy
+111,287
New +$4.04M 3.33% 12

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

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

Keystone Financial Planning held its Microsoft (MSFT) position steady in Q2 2026 at 26,868 shares worth $10M. The position accounts for 2.58% of the portfolio, ranked #7.

Keystone Financial Planning first reported a position in MSFT in Q4 2013 and has held it in 51 quarters since. The position peaked at $13.9M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Keystone Financial Planning held 26,868 shares of Microsoft worth $10M as of Q2 2026.
  • Keystone Financial Planning left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 2.58% of Keystone Financial Planning's portfolio in Q2 2026, its #7 holding.
  • Keystone Financial Planning first reported a position in Microsoft in Q4 2013 and has held it in 51 quarters since.
  • Keystone Financial Planning's Microsoft position peaked at $13.9M in Q3 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Keystone Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.