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Keystone Financial Planning, Inc. → MSFT
Keystone Financial Planning, Inc. MSFT Position History
Microsoft Corporation • Technology
Quarters held
4
Latest value
$14.1M
Q3 2026
Peak value
$14.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $13M |
| Q1 2026 | $9.9M |
| Q2 2026 | $10M |
| Q3 2026 | $14.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.1M | 27.5K | — | — |
| Q2 2026 | $10M | 26.9K | — | — |
| Q1 2026 | $9.9M | 26.9K | — | — |
| Q4 2025 | $13M | 26.9K | — | — |
Other funds holding MSFT
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$326.7B
$311.5B
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$155.3B
$148.8B
$148.1B
$134.1B