Keyvantage Wealth’s Microsoft MSFT Stock Holding History

Keyvantage Wealth’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	$2.78M	Sell	7,497 -1,540	-17%	-$644K	1.22%	18
2025 Q4	$4.37M	Sell	9,037 -542	-6%	-$272K	1.87%	15
2025 Q3	$4.96M	Buy	9,579 +398	+4%	+$203K	2.08%	16
2025 Q2	$4.57M	Buy	9,181 +693	+8%	+$301K	2.05%	16
2025 Q1	$3.19M	Buy	8,488 +156	+2%	+$63.6K	1.55%	19
2024 Q4	$3.51M	Buy	+8,332	New	+$3.55M	2.51%	10

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Keyvantage Wealth's MSFT Position: Q1 2026 in Review

Keyvantage Wealth reduced its Microsoft (MSFT) stake by 17% in Q1 2026, selling an estimated $644K and leaving 7,497 shares worth $2.78M. The position accounts for 1.22% of the portfolio, ranked #18.

Keyvantage Wealth first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.96M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Keyvantage Wealth held 7,497 shares of Microsoft worth $2.78M as of Q1 2026.
Keyvantage Wealth sold 1,540 Microsoft shares in Q1 2026, an estimated $644K.
Microsoft made up 1.22% of Keyvantage Wealth's portfolio in Q1 2026, its #18 holding.
Keyvantage Wealth first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
Keyvantage Wealth's Microsoft position peaked at $4.96M in Q3 2025.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.