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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
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 		$9.68M 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

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 Wealth Services's MSFT Position: Q1 2026 in Review

Keystone Wealth Services increased its Microsoft (MSFT) stake by 1.8% in Q1 2026, buying an estimated $186K and bringing the position to 25,411 shares worth $9.41M. The position accounts for 2.01% of the portfolio, ranked #7.

Keystone Wealth Services first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $12.9M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Keystone Wealth Services held 25,411 shares of Microsoft worth $9.41M as of Q1 2026.
  • Keystone Wealth Services bought 444 Microsoft shares in Q1 2026, an estimated $186K.
  • Microsoft made up 2.01% of Keystone Wealth Services's portfolio in Q1 2026, its #7 holding.
  • Keystone Wealth Services first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Keystone Wealth Services's Microsoft position peaked at $12.9M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.