SEC 13F Intelligence

Keystone Financial Planning, Inc. / MSFT

Keystone Financial Planning, Inc.’s Microsoft Corp Position

Does Keystone Financial Planning, Inc. own Microsoft Corp (MSFT)? Yes — 26.9K shares worth $10M (+2.66% of its 13F portfolio) as of Q1 2026.

Position Value
$10M
Q1 2026
Shares
26.9K
% of Portfolio
+2.66%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $4MQ2 ’19: $4MQ3 ’19: $5MQ4 ’19: $5MQ4 ’19Q1 ’20: $5MQ2 ’20: $6MQ3 ’20: $7MQ4 ’20: $7MQ4 ’20Q1 ’21: $7MQ2 ’21: $8MQ3 ’21: $8MQ4 ’21: $10MQ4 ’21Q1 ’22: $9MQ2 ’22: $8MQ3 ’22: $7MQ4 ’22: $7MQ4 ’22Q1 ’23: $8MQ2 ’23: $10MQ3 ’23: $9MQ4 ’23: $11MQ4 ’23Q1 ’24: $12MQ2 ’24: $12MQ3 ’24: $12MQ4 ’24: $12MQ4 ’24Q1 ’25: $10MQ2 ’25: $13MQ3 ’25: $14MQ4 ’25: $13MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202626.9K$10M+2.66%
Q4 202526.9K$13M+3.77%
Q3 202526.9K$14M+4.05%
Q2 202526.9K$13M+4.04%
Q1 202527.7K$10M+3.10%
Q4 202427.7K$12M+3.62%
Q3 202427.7K$12M+3.61%
Q2 202427.7K$12M+4.10%
Q1 202427.7K$12M+3.78%
Q4 202329.0K$11M+3.61%
Q3 202329.0K$9M+3.20%
Q2 202329.0K$10M+3.31%
Q1 202328.7K$8M+2.81%
Q4 202229.5K$7M+2.38%
Q3 202229.7K$7M+2.66%
Q2 202229.3K$8M+2.64%
Q1 202229.5K$9M+3.04%
Q4 202129.7K$10M+3.40%
Q3 202130.1K$8M+3.08%
Q2 202130.1K$8M+2.95%
Q1 202130.6K$7M+2.69%
Q4 202031.6K$7M+2.91%
Q3 202031.8K$7M+3.23%
Q2 202031.9K$6M+3.20%
Q1 202032.0K$5M+2.88%
Q4 201932.2K$5M+2.27%
Q3 201932.8K$5M+2.17%
Q2 201932.8K$4M+2.15%
Q1 201932.8K$4M+1.91%
Q4 201832.8K$3M+1.86%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Keystone Financial Planning, Inc.’s full portfolio or all institutional holders of MSFT.