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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
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 $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

Keystone Financial Services (Colorado)'s MSFT Position: Q1 2026 in Review

Keystone Financial Services (Colorado) increased its Microsoft (MSFT) stake by 19% in Q1 2026, buying an estimated $326K and bringing the position to 4,912 shares worth $1.82M. The position accounts for 0.53% of the portfolio, ranked #28.

Keystone Financial Services (Colorado) first reported a position in MSFT in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.12M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Keystone Financial Services (Colorado) held 4,912 shares of Microsoft worth $1.82M as of Q1 2026.
  • Keystone Financial Services (Colorado) bought 780 Microsoft shares in Q1 2026, an estimated $326K.
  • Microsoft made up 0.53% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #28 holding.
  • Keystone Financial Services (Colorado) first reported a position in Microsoft in Q3 2022 and has held it in 15 quarters since.
  • Keystone Financial Services (Colorado)'s Microsoft position peaked at $2.12M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.