Position in MSFT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$290,955
+$2,593 QoQ
Shares Held
780
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
#5,972
of 6,179 holders
Holding Since
Dec 2024
7 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, 2026Keystone Financial Group, Inc. holds $321,274 across 3 Software - Infrastructure names. MSFT ranks #1 (90.6% of the industry book) .
All Filings in MSFT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,955 | 780 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $288,362 | 779 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $376,739 | 779 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $402,965 | 778 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $410,860 | 826 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $309,696 | 825 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $377,242 | 895 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||