Keystone Wealth Services
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Keystone Wealth Services’s Microsoft MSFT Stock Holding History

Keystone Wealth Services’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
Q3 		$13.1M Buy
25,800
+23
+0.1% +$10.6K 2.35% 5
2026
Q2 		$9.6M Buy
25,777
+366
+1% +$148K 1.79% 9
2026
Q1 		$9.41M Buy
25,411
+444
+2% +$186K 2.01% 7
2025
Q4 		$12.1M Buy
24,967
+30
+0.1% +$15K 2.54% 6
2025
Q3 		$12.9M Buy
24,937
+146
+0.6% +$74.5K 2.82% 5
2025
Q2 		$12.3M Sell
24,791
-211
-0.8% -$91.6K 2.97% 3
2025
Q1 		$9.39M Sell
25,002
-388
-2% -$158K 2.54% 4
2024
Q4 		$10.7M Buy
25,390
+999
+4% +$426K 2.83% 4
2024
Q3 		$10.5M Buy
24,391
+2,729
+13% +$1.17M 2.9% 3
2024
Q2 		$9.7M Buy
21,662
+574
+3% +$242K 3.01% 3
2024
Q1 		$8.87M Buy
21,088
+141
+0.7% +$57.1K 2.88% 4
2023
Q4 		$7.88M Buy
20,947
+6
+0% +$2.14K 2.7% 4
2023
Q3 		$6.61M Buy
20,941
+59
+0.3% +$19.5K 2.51% 5
2023
Q2 		$7.11M Buy
20,882
+146
+0.7% +$45.8K 2.66% 5
2023
Q1 		$5.98M Buy
20,736
+288
+1% +$73.5K 2.45% 7
2022
Q4 		$4.9M Buy
20,448
+1,210
+6% +$290K 2.14% 8
2022
Q3 		$4.48M Buy
19,238
+381
+2% +$101K 2.12% 12
2022
Q2 		$4.84M Buy
18,857
+603
+3% +$164K 2.17% 10
2022
Q1 		$5.63M Buy
18,254
+5
+0% +$1.5K 2.23% 11
2021
Q4 		$6.14M Buy
+18,249
New +$5.92M 2.49% 6

Other funds holding MSFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Keystone Wealth Services's MSFT Position: Q3 2026 in Review

Keystone Wealth Services increased its Microsoft (MSFT) stake by 0.09% in Q3 2026, buying an estimated $10.6K and bringing the position to 25,800 shares worth $13.1M. The position accounts for 2.35% of the portfolio, ranked #5.

Keystone Wealth Services first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Keystone Wealth Services held 25,800 shares of Microsoft worth $13.1M as of Q3 2026.
  • Keystone Wealth Services bought 23 Microsoft shares in Q3 2026, an estimated $10.6K.
  • Microsoft made up 2.35% of Keystone Wealth Services's portfolio in Q3 2026, its #5 holding.
  • Keystone Wealth Services first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • 4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Keystone Wealth Services's 13F filing for Q3 2026, filed 3 Nov 2026.