MSFT MICROSOFT CORP

Ownership history in Keystone Financial Group  ·  32 quarters on record

This page tracks every 13F SEC filing in which Keystone Financial Group reported a position in MICROSOFT CORP (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
7.56% (2024 Q2)
Avg. % of fund
2.25%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 48,359 -1,100 -2.2% 1.73% $23.4M $482.52
2025 Q3 UNCHANGED 49,459 0% 2.23% $24.7M $515.81
2025 Q2 ADDED 49,459 +95 +0.2% 2.23% $24.7M $494.54
2025 Q1 ADDED 49,364 +244 +0.5% 1.91% $18.8M $372.54
2024 Q4 ADDED 49,120 +1,910 +4.0% 2.03% $20.7M $417.46
2024 Q3 REDUCED 47,210 -6 -0.0% 6.71% $20.3M $425.32
2024 Q2 REDUCED 47,216 -175 -0.4% 7.56% $21.1M $440.99
2024 Q1 ADDED 47,391 +3,735 +8.6% 2.90% $19.9M $414.36
2023 Q4 REDUCED 43,656 -2,274 -5.0% 2.85% $16.4M $369.67
2023 Q3 ADDED 45,930 +1,518 +3.4% 2.43% $14.5M $309.77
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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