Keystone Wealth Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Other funds holding MSFT
Keystone Wealth Services's MSFT Position: Q2 2026 in Review
Keystone Wealth Services increased its Microsoft (MSFT) stake by 1.4% in Q2 2026, buying an estimated $148K and bringing the position to 25,777 shares worth $9.62M. The position accounts for 1.79% of the portfolio, ranked #9.
Keystone Wealth Services first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.9M in Q3 2025. 6,223 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Keystone Wealth Services held 25,777 shares of Microsoft worth $9.62M as of Q2 2026.
- Keystone Wealth Services bought 366 Microsoft shares in Q2 2026, an estimated $148K.
- Microsoft made up 1.79% of Keystone Wealth Services's portfolio in Q2 2026, its #9 holding.
- Keystone Wealth Services first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
- Keystone Wealth Services's Microsoft position peaked at $12.9M in Q3 2025.
- 6,223 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.