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Key Financial Inc

Position in MSFT — Microsoft Corp

CIK 1801720 WEST CHESTER, PA

Position in MSFT

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$10,784,008
+$170,864 QoQ
Shares Held
28,910
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.21%
of 13F equity value
Holder Rank
#2,329
of 6,179 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

Key Financial Inc holds $15,376,177 across 17 Software - Infrastructure names. MSFT ranks #1 (70.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
This page
28,910 $10,784,008

All Filings in MSFT

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,784,008 28,910
2026-03-31 $10,613,144 28,671
2025-12-31 $13,401,593 27,711
2025-09-30 $14,269,522 27,550
2025-06-30 $14,152,806 28,453
2025-03-31 $10,693,359 28,486
2024-12-31 $12,083,562 28,668
2024-09-30 $12,723,110 29,568
2024-06-30 $13,172,510 29,472
2024-03-31 $12,025,860 28,584
2023-12-31 $10,969,838 29,172
2023-09-30 $9,001,401 28,508
2023-06-30 $9,849,438 28,923
2023-03-31 $8,147,934 28,262
2022-12-31 $6,319,017 26,349
2022-09-30 $6,136,682 26,349
2022-06-30 $6,741,787 26,250
2022-03-31 $7,684,935 24,926
2021-12-31 $7,954,976 23,653
2021-09-30 $6,655,285 23,607
2021-06-30 $6,418,704 23,694
2021-03-31 $5,484,481 23,262
2020-12-31 $4,929,716 22,164
2020-09-30 $4,641,983 22,070
2020-06-30 $4,477,016 21,999
2020-03-31 $3,264,912 20,702