Keudell/Morrison Wealth Management / MSFT
Keudell/Morrison Wealth Management’s Microsoft Corp Position
Does Keudell/Morrison Wealth Management own Microsoft Corp (MSFT)? Yes — 19.9K shares worth $7M (+1.51% of its 13F portfolio) as of Q1 2026, up from 19.8K shares the prior filed quarter.
Position Value
$7M
Q1 2026
Shares
19.9K
% of Portfolio
+1.51%
Quarters Held
27
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 19.9K | $7M | +1.51% |
| Q4 2025 | 19.8K | $10M | +2.01% |
| Q2 2025 | 18.9K | $9M | +2.08% |
| Q1 2025 | 19.9K | $7M | +1.76% |
| Q4 2024 | 19.7K | $8M | +2.17% |
| Q3 2024 | 19.5K | $8M | +2.28% |
| Q2 2024 | 20.4K | $9M | +2.67% |
| Q1 2024 | 20.6K | $9M | +2.63% |
| Q4 2023 | 20.9K | $8M | +2.59% |
| Q3 2023 | 20.5K | $6M | +1.98% |
| Q2 2023 | 20.7K | $7M | +2.03% |
| Q1 2023 | 21.2K | $6M | +1.80% |
| Q4 2022 | 21.3K | $5M | +1.64% |
| Q3 2022 | 20.6K | $5M | +1.79% |
| Q2 2022 | 19.8K | $5M | +1.85% |
| Q1 2022 | 20.3K | $6M | +2.62% |
| Q4 2021 | 20.9K | $7M | +2.78% |
| Q3 2021 | 21.9K | $6M | +2.65% |
| Q2 2021 | 22.5K | $6M | +3.33% |
| Q1 2021 | 21.4K | $5M | +2.93% |
| Q4 2020 | 21.3K | $5M | +3.01% |
| Q3 2020 | 20.6K | $4M | +2.79% |
| Q2 2020 | 21.6K | $4M | +3.63% |
| Q1 2020 | 20.7K | $3M | +3.20% |
| Q4 2019 | 19.9K | $3M | +2.17% |
| Q3 2019 | 21.6K | $3M | +2.48% |
| Q2 2019 | 21.7K | $3M | +2.57% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Keudell/Morrison Wealth Management’s full portfolio or all institutional holders of MSFT.