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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
2026
Q2 		$49.1M Buy
+131,550
New +$53.2M 2.63% 12
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

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 Investors's MSFT Position: Q2 2026 in Review

Keystone Investors opened a new position in Microsoft (MSFT) in Q2 2026: 131,550 shares worth $49.1M. The stake represents 2.63% of the portfolio and ranks #12 among its holdings. This is a return to the name: Keystone Investors previously reported a position in MSFT as recently as Q4 2025.

Keystone Investors first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $121M in Q2 2024. 6,226 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Keystone Investors held 131,550 shares of Microsoft worth $49.1M as of Q2 2026.
  • Microsoft was a new Keystone Investors position in Q2 2026.
  • Microsoft made up 2.63% of Keystone Investors's portfolio in Q2 2026, its #12 holding.
  • Keystone Investors first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Keystone Investors's Microsoft position peaked at $121M in Q2 2024.
  • 6,226 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Keystone Investors's 13F filing for Q2 2026, filed 14 Aug 2026.