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Keystone Investors’s Microsoft MSFT Stock Holding History

Keystone Investors’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
2025
Q4 		$46M Buy
95,180
+32,122
+51% +$16.1M 4.13% 7
2025
Q3 		$32.7M Sell
63,058
-9,570
-13% -$4.88M 3.78% 8
2025
Q2 		$36.1M Sell
72,628
-29,469
-29% -$12.8M 7.46% 4
2025
Q1 		$38.3M Sell
102,097
-90,436
-47% -$36.9M 5.39% 7
2024
Q4 		$81.2M Buy
192,533
+109,239
+131% +$46.5M 5.67% 6
2024
Q3 		$35.8M Sell
83,294
-187,596
-69% -$80.2M 2.62% 12
2024
Q2 		$121M Buy
270,890
+25,570
+10% +$10.8M 10.2% 3
2024
Q1 		$103M Sell
245,320
-66,028
-21% -$26.7M 8.96% 3
2023
Q4 		$117M Sell
311,348
-14,120
-4% -$5.03M 9.87% 3
2023
Q3 		$103M Buy
325,468
+71,835
+28% +$23.7M 12.23% 1
2023
Q2 		$86.4M Buy
253,633
+79,867
+46% +$25M 14.99% 1
2023
Q1 		$50.1M Buy
173,766
+140,338
+420% +$35.8M 10.03% 4
2022
Q4 		$8.02M Buy
+33,428
New +$8.02M 3.83% 7

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Keystone Investors's MSFT Position: Q4 2025 in Review

Keystone Investors increased its Microsoft (MSFT) stake by 51% in Q4 2025, buying an estimated $16.1M and bringing the position to 95,180 shares worth $46M. The position accounts for 4.13% of the portfolio, ranked #7.

Keystone Investors first reported a position in MSFT in Q4 2022 and has held it in 13 quarters since. The position peaked at $121M in Q2 2024. 6,291 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

  • Keystone Investors held 95,180 shares of Microsoft worth $46M as of Q4 2025.
  • Keystone Investors bought 32,122 Microsoft shares in Q4 2025, an estimated $16.1M.
  • Microsoft made up 4.13% of Keystone Investors's portfolio in Q4 2025, its #7 holding.
  • Keystone Investors first reported a position in Microsoft in Q4 2022 and has held it in 13 quarters since.
  • Keystone Investors's Microsoft position peaked at $121M in Q2 2024.
  • 6,291 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Keystone Investors's 13F filing for Q4 2025, filed 13 Feb 2026.