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Keystone Financial Services (Colorado)’s Microsoft MSFT Stock Holding History

Keystone Financial Services (Colorado)’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 		$1.94M Buy
5,198
+286
+6% +$116K 0.5% 31
2026
Q1 		$1.82M Buy
4,912
+780
+19% +$326K 0.53% 28
2025
Q4 		$2M Buy
4,132
+39
+1% +$19.5K 0.6% 25
2025
Q3 		$2.12M Buy
4,093
+244
+6% +$124K 0.66% 24
2025
Q2 		$1.91M Buy
3,849
+428
+13% +$186K 0.65% 25
2025
Q1 		$1.28M Buy
3,421
+658
+24% +$268K 0.49% 27
2024
Q4 		$1.16M Buy
2,763
+49
+2% +$20.9K 0.45% 26
2024
Q3 		$1.17M Buy
2,714
+278
+11% +$119K 0.45% 25
2024
Q2 		$1.09M Buy
2,436
+316
+15% +$133K 0.45% 26
2024
Q1 		$892K Sell
2,120
-79
-4% -$32K 0.39% 31
2023
Q4 		$827K Sell
2,199
-140
-6% -$49.8K 0.39% 29
2023
Q3 		$739K Buy
2,339
+142
+6% +$46.9K 0.39% 28
2023
Q2 		$748K Sell
2,197
-106
-5% -$33.2K 0.38% 24
2023
Q1 		$664K Sell
2,303
-13
-0.6% -$3.32K 0.36% 28
2022
Q4 		$574K Buy
2,316
+137
+6% +$32.9K 0.31% 37
2022
Q3 		$494K Buy
+2,179
New +$575K 0.29% 42

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Keystone Financial Services (Colorado)'s MSFT Position: Q2 2026 in Review

Keystone Financial Services (Colorado) increased its Microsoft (MSFT) stake by 5.8% in Q2 2026, buying an estimated $116K and bringing the position to 5,198 shares worth $1.94M. The position accounts for 0.5% of the portfolio, ranked #31.

Keystone Financial Services (Colorado) first reported a position in MSFT in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.12M in Q3 2025. 6,234 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Keystone Financial Services (Colorado) held 5,198 shares of Microsoft worth $1.94M as of Q2 2026.
  • Keystone Financial Services (Colorado) bought 286 Microsoft shares in Q2 2026, an estimated $116K.
  • Microsoft made up 0.5% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #31 holding.
  • Keystone Financial Services (Colorado) first reported a position in Microsoft in Q3 2022 and has held it in 16 quarters since.
  • Keystone Financial Services (Colorado)'s Microsoft position peaked at $2.12M in Q3 2025.
  • 6,234 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.