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Keystone Financial Group

SEC CIK
0001729299
Latest filing
Jul 29, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Keystone Financial Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSFT overviewAll 13F holders of MSFTFull Q2 2026 holdings

Shares (Q2 2026)
47,541
Value
$17.7M
% of portfolio
1.1%
Quarters held
21
Since Q1 2021
Holdings of MSFT by Keystone Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202647,541$17.7M1.1%−2,142−4.3%ReducedHolders
Q1 202649,683$18.7M1.3%+1,324+2.7%AddedHolders
Q4 202548,359$23.4M1.7%−6,473−11.8%ReducedHolders
Q3 202554,832$28.3M2.2%+5,373+10.9%AddedHolders
Q2 202549,459$24.7M2.2%+95+0.2%AddedHolders
Q1 202549,364$18.8M1.9%+244+0.5%AddedHolders
Q4 202449,120$20.7M2.0%+1,910+4.0%AddedHolders
Q3 202447,210$20.3M2.6%−60.0%ReducedHolders
Q2 202447,216$21.1M7.6%−175−0.4%ReducedHolders
Q1 202447,391$19.9M2.9%+3,735+8.6%AddedHolders
Q4 202343,656$16.4M2.9%−2,274−5.0%ReducedHolders
Q3 202345,930$14.5M2.4%+1,518+3.4%AddedHolders
Q2 202344,412$15.1M2.6%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 202243,616$10.5M2.1%+1,360+3.2%AddedHolders
Q3 202242,256$9.84M2.0%−876−2.0%ReducedHolders
Q2 202243,132$11.1M2.2%−120−0.3%ReducedHolders
Q1 202243,252$13.3M2.3%+78+0.2%AddedHolders
Q4 202143,174$14.5M2.4%−327−0.8%ReducedHolders
Q3 202143,501$12.3M2.2%−95−0.2%ReducedHolders
Q2 202143,596$11.8M2.1%−275−0.6%ReducedHolders
Q1 202143,871$10.3M2.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.