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KELLY FINANCIAL GROUP LLC → MSFT
KELLY FINANCIAL GROUP LLC MSFT Position History
Microsoft Corporation • Technology
Quarters held
10
Latest value
$5.2M
Q3 2026
Peak value
$5.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.6M |
| Q3 2025 | $5.2M |
| Q4 2025 | $5M |
| Q4 2025 | $4.9M |
| Q1 2026 | $5M |
| Q1 2026 | $3.7M |
| Q2 2026 | $5.3M |
| Q2 2026 | $3.8M |
| Q3 2026 | $5.6M |
| Q3 2026 | $5.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.2M | 10.1K | — | — |
| Q3 2026 | $5.6M | 99.4K | — | — |
| Q2 2026 | $3.8M | 10.2K | — | — |
| Q2 2026 | $5.3M | 97.8K | — | — |
| Q1 2026 | $3.7M | 10.1K | — | — |
| Q1 2026 | $5M | 94.2K | — | — |
| Q4 2025 | $4.9M | 10.1K | — | — |
| Q4 2025 | $5M | 100.6K | — | — |
| Q3 2025 | $5.2M | 10.1K | — | — |
| Q3 2025 | $4.6M | 99.3K | — | — |
Other funds holding MSFT
$332.8B
$326.7B
$311.5B
$246.5B
$155.3B
$148.8B
$148.1B
$134.1B
Other KELLY FINANCIAL GROUP LLC positions
JPM-PM
$38.2MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$37.9MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$37.6MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$32.2MJ P MORGAN EXCHANGE TRADED F
SHW
$31.3MJ P MORGAN EXCHANGE TRADED F
SHW
$31.2MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$30.8MJ P MORGAN EXCHANGE TRADED F
JPM-PM
$30.1MJ P MORGAN EXCHANGE TRADED F